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Create an Action Workflow Step

Create Action Workflow Step

This article outlines how to create and edit an action workflow step.

Create Action Step

  • Begin by going to the Admin module
  • Go to the Action Management Process and make sure you are under the "Workflows" tab
  • Click on the name of workflow you want to edit

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  • Click on Add Step

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  • Select the Action Status to which the Step will link
  • Click on Save

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Configure Action Workflow Step

  • A new screen will appear with all available Operations available on this step
  • Select the roles that will have the ability to perform the shown options

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Edit Transitions

  • Go back to the Action Workflow Steps where you will see all available action statuses
  • Click on Add Transition to form a connection between two statuses (e.g. if you would like for the action to move from the newly created status to the default Pending status, click on Add Transition next to the newly created status)

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  • Enter a Transition Name
  • Enter the Destination Step
  • Configure "Show on Quick panel" and "Icon" as desired
  • Click Save

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