The Actions The Actions tab in the Workflow Summary shows any Transition Summary lists all of the actions that will be taken automatically take place when once the workflow transition is enacted Enacted.

For each action, the following details are shown:

• Title

• Action Type – This indicates what kind of action will take place. The different types and how they work are explained in Workflow Action Types.

• Status – This indicates whether the action is Active or Incomplete. Only Active actions will run.

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Filtering the Action List

The option to search by action Title is available above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

Adding a New Action

To add a new

Editing Actions

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• Action Type

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Action Actions

Selecting Add Post Action will open a window where you can Create a New Workflow Action.

Selecting the … icon by an action will show the following options:

• Edit – This will re-open the New Action process for you to edit any details.

• Delete – You will be prompted to confirm before the action is deleted.