WORKFLOW
Action Group
An Action group is a grouping of Workflow actions that should be performed together. An Action group may be added directly to a category, or to an Event schedule or a Follow-up schedule.
When an Action group that has been added directly to a category is connected to an Action button, multiple actions may be executed
when the Action button is clicked on the web, independent of any particular event or schedule.
A Logs folder may be added to an Action group, instead of or in addition to the one under the Event rule. The events in the Action group will be logged there.
How to create an Action group
To create an Action group, right click a Category, an Event schedule, or a Follow-up rule and choose Add -> Action group.
Properties
General
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Name - the name "Action group" is generated automatically but it may be changed
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Description - an optional text describing the object
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Period type - optional period property for the time context to use when the Action group is run, e.g. year, month, week; this is independent of the period type on the web.
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Now you need to add one or more Actions to the Action group, to specify what is to be done when the Action group is run. This is done by right clicking the Action group and selecting Add and the action you want from the menu. See the relevant sections in the documentation for information on configuring the different actions.
