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The Run Plan type allows you to choose an Action Plan to run for a participant.

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The Run Plan type allows you to choose an Action Plan to stop if it is running for a participant.

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• Add Days – Here you can choose a number of days to add on to the target. This means that the source field will be set to this modified value rather than the original target value.

• Working Days – If this is ticked, the Add Days number above will add on working days only, rather than all 7 days of the week.

• Date Only – If this is ticked, any fields that include both a date and time will only have the date included when used to set the value for the source field.

Send Notification

The Send Notification type allows you to send a message to certain records, provided that an email address is recorded for them. This process is made up of only one step, Source Options, where you can specify the following details:

• Type – This will be set to Email by default.

• Relationship – Here you can choose which records you want to send the message to. This will include the record on the workflow as well as any Relationships linked to the record.

• User – Here you can choose any PICSWeb Users you want to send the message to.

• Email Address(es) – Here you can enter any specific email addresses you want to send the message to. You can enter multiple email addresses in this field, separated by a comma.

• Subject – This will be used as the subject line in the email.

• Message – Here you can enter the email message with some formatting options available.

Add Tag

The Add Tag type allows you to add Tags to the record when the transition is enacted. This process is made up of only one step, Source Options, where you can search the drop-down menu for any tags to attach to the record. You can use the X icon to remove tags from the field.

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• Form – Here you can choose which WebForm you want to create the instance from.

• Form Option – Here you can choose what happens to the WebForm instance when the action takes place. There are two options:

  • Create Form – This will Create a New Instance of the form ready for you to either fill yourself or send out. The instance will be available in the Forms List with a Live status.

  • Create and Send – If you have set up a Default Form Owner and Signature Defaults in the WebForm Builder, this will Create a New Instance of the form and automatically send it for Remote Filling and Signing. The instance will be available in the Forms List with an Awaiting Remote Signatures status.

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