Flow Action

 


(Rule-Obj-FlowAction)

Ø  Flow Action allows a user to act on (take an action) an Assignment to update the Case & is created as an instance of Rule-Obj-FlowAction

Ø  The arrows coming out of the Assignment shape are nothing but Connector Flow Actions or simply called as Flow Action also

Ø  It is of 2 types: Connector & Local Actions

Ø  Very important tabs:

·         Action tab:

à Data Transform & Activity rules are run each at both Pre & Post - processing of Flow Action

·         Validation tab:

à Validates the data during FA submission, before above Post actions performed

à Update Status upon successful validation

·         Security tab

à To restrict a flow action to appear (to hide) only to certain users, based on access roles (Privilege rule) and based on When condition as well

Ø  Some of important Differences between Connector & Local Actions

Connector Flow Action

(like Send button in Inbox)

Local Flow Action

(like Attach File button in Inbox)

¨      Allows the Case to move further in the Flow

 

¨      Doesn’t allow the Case to move further, stays there itself

 

¨      If > 5 Connectors for an assignment, Guardrail warning ‘Design Intent-Driven Processes’ occurs

¨      No limit

¨      Sorting order is determined by Likelihood

And

¨      Appearance is determined by Perform harness (as Dropdown list sequence above the separator) or by Perform_Buttons harness (as Button display sequence)

¨      Sorting order is determined by Flow-wide local actions (Flow > Design)

And

¨      Appearance is determined by Perform harness (as below the separator Dropdown)

F Call it in custom button to act as Button options

¨      Defined (Created) by: Flow Action > Action > Connector Action (under Indicator section)

¨      Referred at:

Assignment Connector shape & 'Resume Flow' Activity

 

¨      Defined (Created) by: Flow Action > Action > Local Action (under Indicator section)

¨      Referred at:

Assignment shape / Flow-wide local actions (Flow > Design) / Stage & Case levels / Modal dialog / Button

 

¨      Restriction (Shown / Hide) on it:

by When rule or/and Privilege rule

¨      ---- do---

¨      Viewed in Flow diagram at run-time

¨      Can’t be viewed in Flow diagram at run-time

¨      Some of Predefined: TransferToWorkBasket / RemoveSLA / VerifyProperty

¨      Some of Predefined:

pyAttachContent / AttachANote / AttachAUrl / AttachAScreenShot / pyAdjustAssignmentSLA (in place of ‘ChangeAssignmentSLA’ - deprecated) / ChangeWorkSLA / TransferToManager / TransferToWorkBasket / UrgencyUpdate / pyChangeStage (to switch across stages) / Previous

 

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