Action

Follow

Defines an action to be evaluated and executed as part of a workflow process.

 

Standard Field Label & API Name

Type

Description

Action

Name

Text (80)

Name of the Action.

 

Custom Field Label & API Name

Type

Description

Action Type

cloupra__Action_Type__c

Picklist

Defines what type of action is taken when triggered, e.g. Start a New Process, Create New Step, etc.

Category

cloupra__Category__c

Lookup (Category)

The related category that can be updated as a result of the action, e.g. process stage, task stage, etc.

Code

cloupra__Code__c

Text(255) (External ID) (Unique Case Insensitive)

Unique external id for data migration.

Create Process Step

cloupra__Create___c

Lookup (Process Step)

Defines the next process step within a process. This step will be created when the action is executed.

From Outcome

cloupra__From_Outcome__c

Lookup (Outcome)

The outcome to which this action relates.

From Process Step

cloupra__From_Process_Step__c

Lookup (Process Step)

The process step to which this action relates.

Launch Process

cloupra__Launch_Process__c

Lookup (Process)

Specifies the process that should be launched upon execution of this action.

Rollover Service Due Date

cloupra__Rollover_Service_Due_Date__c

Picklist

Specifies date to be rolled over on an Ongoing Service Package upon execution of this action, i.e. Review Due Date, Statement Due Date or Package Renewal Due Date.

Service Type

cloupra__Service_Type__c

Lookup (Category)

Specifies the service type on which to roll over dates.

Set End Date

Cloupra__Set_End_Date__c

Checkbox

Defines a Service End date when Action Type is “Set service stage for Related Service”. Defaults to the Task completion date.

Set Start Date

cloupra__Set_Start_Date__c

Checkbox

Defines a Service start date on Action type “Create new Service”. Defaults to the Task completion date.

Unique Action Key

cloupra__Unique_Action_Key__c

Formula (Text)

A concatenation of the process step and outcome id's. Used as a key to select actions that apply to specific tasks.

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