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Completing the Preamble and Stop tab

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Complete the fields on this tab to define pre-actions and post-actions that are evaluated before and after the collection is processed.

The Before This Collection and After This Collection sections display numbered lists of pre-actions and post-actions, respectively. Each action can contain one or more tasks. A task calls a supported rule or method.

  1. Add an action by performing the following actions:

    1. Append an action to the existing list by clicking Add pre-action or Add post-action.

      Because pre-actions and post-actions use identical fields and options, the procedures for creating and configuring them are the same.

    2. From the drop-down list, select a condition.

    3. Hover over the action number.

    4. When the pointer becomes a drag handle, drag and drop the action to the required position in the list.

    You cannot save the collection until all required fields are populated.
  2. Add a task to an action by performing the following actions:

    1. Append a task to the existing list by clicking Add task.

    2. Open the Update task modal by clicking Edit.

    3. From the Type drop-down list, select an option.

      Options include supported rules and methods.
    4. Complete the additional fields that are required for your selected rule or method.

      For example, when you select an action type of Activity, you must enter the name of the activity to call and any applicable parameter values to pass at run time.

      Refer to the list of supported rules and methods for more details.

    5. Click Submit.

    6. Hover over the Drag icon next to the task label.

    7. When the pointer becomes a drag handle, drag and drop the task to the required position in the list.

You can now click on the task label to open the rule it calls. When a task calls a method, the label is read-only.
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