Actions

if workflow is a tree, and conditions are branches, then actions are the leaves of the tree actions are the specific tasks that occur they cannot have child nodes, and are controlled by the defined conditions and actions in the workflow each action type has specific options see the table below for an introduction to each option swimlane workflow action options workflow action icon definition set field value updates the value of a field to a specified value set field read/write sets a field to read only or editable status set field required/optional makes a specified field required or optional filter value lists updates the list of available values for a specific field modify layout shows or hides fields in a record trigger integration initiates a task from an integration trigger notification initiates a notification to specified recipients export and email record sends record in email to specified recipients toggle time tracking for record when selected, tracks the time for the record for more detail on each of these action types, see docid\ fx9kx 99y3t6f12e96etq some fields are not available to be defined in actions, including variable fields like comments, html fields, and other non configurable data types