Workflow actions

There are two types of workflow actions.

User driven actions use JavaScript to check the data condition. These actions require the user to interact with the workflow screen and require a request from the browser. You can use these actions with transitional, conditional, and global workflow rules because these rules are driven by the user.
Time driven actions use SQL to check the data and time condition. You can use these actions with escalation rules because these rules are time based and fire automatically in the server without a request from the browser.

The table below shows which workflow actions can be used with each type of workflow rule.


Action	Primary	Transitional	Global	Conditional	Escalation
Column Change Actions
Set Column Value	Y	Y	Y	Y	Y
Reset Column Value	Y	Y	Y	Y	Y
Display Field for Amendment	Y	Y	Y	Y	N
Show Message on Screen	Y	Y	Y	Y	N
Follow-up Actions
Create Task	N	Y	Y	Y	N
Create Appointment	N	Y	Y	Y	N
Create Opportunity	N	Y	Y	Y	N
Create Case	N	Y	Y	Y	N
Create Lead	N	Y	Y	Y	N
Create Solution	N	Y	Y	Y	N
Create Word Merge Document	N	Y	Y	Y	N
Create PDF Merge Document	N	Y	Y	Y	N
Execute SQL Statement	Y	Y	Y	Y	Y
Run Stored Procedure	Y	Y	Y	Y	Y
Informative Actions
Show Notification on Screen	N	N	N	N	Y
Send Email	Y	Y	Y	Y	Y
Send SMS Message	Y	Y	Y	Y	Y
Campaign Actions
Create Task for Group	N	Y	Y	Y	N
Create Document for Group	N	Y	Y	Y	N
Export Group to File	N	Y	Y	Y	N
Create Outbound Call List	N	Y	Y	Y	N

Y = Action can be used with this type of rule.

N = Action cannot be used with this type of rule.