Create Outbound Call List

Use Create Outbound Call List to prompt the user to create an outbound call list as part of a workflow process.

The table below describes Create Outbound Call List fields on the Workflow Action Details screen.

Field

Description

Type

The action to be performed.

Group ID field name

A prefiltered list of groups to choose from. For example, WaIt_Groups displays only those groups linked to the current Campaign Wave Item.

Attribute

The attribute of the button on the screen.

Select Hidden to automatically execute the action with predefined values without displaying it to the user.

Label for new task

The label that's attached to the outbound call list. You can use it in JavaScript conditions on future workflow rules to test the values of fields on the wave item or related entity.

Order

The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.

Exclude Previous Recipients

Displays the Exclude Previous Recipients checkbox on the workflow progress screen. If the user selects this checkbox, a call list is created only for people who meet the group criteria and who've not yet been called.