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  About Flow Actions
 

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A flow action controls how users interact with user forms to complete assignments. After selecting one flow action, users may fill in a section of the form to complete (perform) the assignment.

 

Where referenced

In a flow, developers can associate flow actions with connectors (arrows) and with assignment shapes. At runtime, the flow actions associated with an assignment determine the choices available to users as they perform the assignment.

 

Controls and Layouts

On the Layout tab, each flow action references a section that defines the runtime presentation of the flow action. You edit the section using controls and layouts.

Layout

Layout Section Tree Tree Grid Grid

 

       

Basic

Button Check box Calendar Icon

 

  Input Box Label Radio Buttons TextArea Dropdown

 

  URL      

Advanced

AutoComplete Chart Data Field Dynamic Select List to List
  Menu Bar Paragraph Smart Label

Rich Text Editor

 

 

Short Descriptions

When you specify a description for the Short Description field, make the description meaningful in context to application users who must select one action from the list. Starting the short description with an action verb such as "Approve", "Reject", "Send", or "Transfer" is often helpful to users. This is known as intent-driven processing.

Action Section

On Perform user forms presented with the default action section (Work-.pyActionArea), the form area created by a flow action can offer the most likely action as the default, while allowing the user to choose other actions. The action with the highest likelihood appears as the default option on the left side of the section header. The section presents alternative actions in a click-action menu named Other Actions. The top of the menu displays connector flow actions, a horizontal line, and then local flow actions . Beneath the list of flow actions is a submenu called Add Work, which lets the user start a supporting process or add a child case — the choices depend upon your case management configuration.

The text in the action's Short Description field appears as user-visible text in the action selection list.

Other formats are supported. See Presenting flow actions.

 

Access

Use the Application Explorer to access the flow actions that apply to the work types in your application. Use the Records Explorer to list all the flow actions available to you.

 

Delegation

After you complete initial development and testing, you can delegate selected rules to line managers or other non-developers. Consider which business changes might require rule updates and if delegation to a user or group of users is appropriate.

For more details, see How to delegate a rule.

 

Category

Flow action rules are part of the User Interface category. A flow action is an instance of the Rule-Obj-FlowAction rule type.

Standard rules Atlas — Standard flow actions (Connector/Local)
Atlas — Standard flow actions (Local)

Process category