Add an Action

  1. Add an action:

    Drag the action from the Workflow Actions Bar and drop it onto a drop zone, or

    Right click on the drop zone, select Insert Action and choosing an action from the list menu.

    Note that when you add an action to a drop zone, two new drop zones are added: one before and one after the new action.

  2. Configure the action.

    Most workflow action can be configured to your needs. When an action is added to a drop zone, you will notice that it contains a yellow caution icon indicating that there is a missing required field.

    • Hover over the action and a dialog appears with a warning and a list of required fields to be configured.
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    • Click on the down arrow on the title bar and a menu opens. The menu contains at least three (3) options: Configure; Copy; and Delete.
    • Select Configure, the system presents the Configure action window for that action. The required fields are identified with a red asterisk (*).