How To Create a Workflow Action

1. Open Administration>System Administration>Workflow.
2. Click on a Workflow Name.
3. Click on the Actions tab at the top of the page.
4. Click the (Add icon) in the Icon Bar.

Action Details

1. Enter the action Name.
2. Enter the action Description (optional).

Automation

1. From the dropdown menu, select an Automation.
2. Status Change: This automation will automatically update the record's status.
3. Select record type.
4. Click the (Add icon) to add.
5. Select Updated Status.

Routing

1. Select Routes From. These are the actions that immediately precedes the current action in the workflow.
2. Select Routes To. These are the actions or workflows that follow the current action in the workflow (optional).
3. Select Actions (optional).
4. Select Workflows (optional).

Default Assignees

1. Select User(s) (optional).
2. Select Record Roles. Any user is this role on the record will be assigned. For example, if the Record Role is Grant Manager, then the user who is grant manager will be assigned once the record is enrolled into this action (optional).
3. Select Departments (optional).

Notifications

1. Enter the number of days after which assignees and notified users should receive an inactivity notification for this workflow. Notifications will repeat every set interval the record remains in this action (optional).
2. Select the User(s) that you want to be notified (optional).