Actions Tab

Use this tab to decide what the rule does — for example:

• Send an SMS
• Create a workflow notification
• Send an email
• Abort save/delete
• Custom script

Record types also have pre-defined actions, like require approval for this document.

If you select this option, the traffic light icon on the form turns yellow when you save a record and remains that colour until the document is approved or rejected.

The rule can perform more than one action — for example, you can put the document on approval hold and send an email to an approver notifying them that the document is awaiting their approval. You can assign both actions to the rule by clicking the Add button to the right of the Actions dropdown list.

Once an action is defined, an additional form opens allowing entering details for the action.

Actions Description

Lists all the actions that apply to this rule.

Actions

Enter or select the action for this rule. There are a number of possible actions for each record type, such as Require Approval for this Invoice for AP. You can choose these actions for each record type:

• Abort the save - The document is not be saved if the conditions are not met.
• Create a workflow notification - A workflow notification is sent to the parties once the actions have been processed.
• Custom Script - The action required is subject to the instructions in the script.
• Require Approval - You must select an approval code that are assigned to the record when the rule is instigated. The If Approved and If Rejected forms are available when you select this option.
• Send an Email - A person is emailed the outcome(s) of the rule.
• Send an SMS - A person will receive an SMS referencing the outcome(s) of the rule.

• Send an Email