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Workflow Actions are responsible for updating Workflow data. In the UI, they appear as the buttons in the Workflow Popup. See also: Workflow Action Badges |
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Overview
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Actions appear as clickable buttons at the bottom of the Workflow Popup
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Actions can also be executed dynamically, either on a set schedule or triggered by other system events. See below for more information.
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Each Action has a “Primary Behavior” that specifies what should happen when it is performed:
Primary Behavior | What it does |
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Save | Submits the Workflow Popup, saving changes to Attribute values but leaving the Often used to implement “save and continue later”. |
Cancel | Closes the Workflow Popup, discarding all changes.
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Move Next / | Moves to the Often used to implement linear, multi-step data entry processes. |
Move to Step | Moves to a specific Often used to implement non-linear data entry processes, or to send something “back” to an earlier step in the process. |
Complete Successfully / Complete Unsuccessfully | Changes the |
Open PDF in new window | Opens a new window to display a PDF summary of the |
Download PDF with Attachments | Generates a PDF summary of the Workflow, complete with embedded renderings of uploaded files. See Printable Workflow Summary |
Secondary Behaviors
Additional functionality can be added to a Workflow Action through Workflow Behaviors. These are extra bits of functionality that can be performed in addition to the primary behavior and can be used to implement all sorts of processes.
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