Configure Action Items

Updated on 06 Oct 2024

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Edit Action Items in the Workflow Designer

You can configure the following Properties per Action Item:

Action Item Name
Tab caption
Visible Fields
Arrangement of Fields
Default Field Values
Field Permissions
- Editable or View Only
- Required or Optional

To configure an Action Item, open the Action Item Editor by hovering over the Action Item in the flowchart and clicking on the hamburger icon, and selecting Edit Action Item.

Configure Default Values

Default Values are predefined Values assigned to a Field in the relevant Template’s Action Item Fields

You can assign Default Values to the following Action Item Fields:

Assign to
Admin Group
Instructions

Note:
The Assignee Field is a single Field that becomes visible in the Service Record once the “Assign to” and/or “Admin Group” Fields are in the Action Item Editor’s “Visible Fields” list

Configure Attributes

Configure Action Item Attributes in the Workflow Designer

You can configure the following automatic behaviors for Action Items based on their Workflow’s activity:

Status Change

You can choose a Status to automatically be set to the Service Record on a Workflow’s Activation or Completion stages.

Notifications
- Notification ID

When this option is selected, Users selected in Workflow Notifications Settings will receive Notifications for this Notification ID

Notification method

You can choose whether the user receives the Notification when the Action Item is activated or when it’s completed

The following toggles can be turned on or off per Action Item:

Auto Complete
On completion approve linked patches for the linked assets
Cancel notifications for changes to the %M%’Assigned to %M%’ field

To configure the Attributes of an Action Item, hover over the Action Item whose Attributes you want to configure and click the hamburger icon. This will open the Attributes and Dependencies Configuration Builder.

Configure Dependencies

You can create dependencies between Action Items in the Workflow Designer, which will appear in the Template Designer directly.

Action Items can be dependent on:

1 Action Item
Multiple Action Items (including both “and” and “or” logic)

To configure a dependency between Action Items, hover over the Action Item you'd like to add a dependency to and click the hamburger icon. This will open the Attributes and Dependencies Configuration Builder.

Customize Data Population

Customize how Action Item Field values are populated

Action Item Field values that appear both in the Workflow Action Items and in the Service Record can be automatically synchronized.

To set up this synchronization, you can configure an Action Item’s Field to populate a Local Field and define the following method:

Data Population Method	Outcome
Overwrite	Replace target field value with selected field value
Replace	Add selected field content to target field content
Append	Combine selected field content with target field content
Overwrite if not Completed	Replace field value with selected field, only if the action is not marked as "Completed"
Append if not Completed	Add selected field value to target field, only if the action is not marked as "Completed"

Once you've defined the trigger, you can define the Population Method to automatically populate the chosen Field:

Data Population Trigger	Trigger
SR Update	When a SR update is saved
Action Item Update	When an update in this Action Item is saved
Action Item Activated	When the Action Item is activated or reactivated
Action Item Completed	When the Action Item is completed

What's Next

Fulfill Action Items

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