Actions

Once you have a progression configured, you can associate an action with it - think of this as a business rule or trigger. You can associate multiple actions with a single progression, so not only will the status of your record change, but some fields may be updated, an activity sent, a file uploaded and so on.

Adding actions at an appropriate progression helps you ensure that business processes are followed. When you run a progression, you may be prompted to step through multiple actions. The image below shows that the user has stepped through some Field Updates and is now setting a rate and budget for an issue.

After the user has Saved (or Skipped) the progression actions, the user is returned to the screen they were on - such as an Issue list or View Issue screen.

Configure progression actions

First, what kind of object do you want to configure?

For example, if I want to review the progressions and setup some actions for a type of job, then I need to access the Jobs > Configuration screen.

Once you've selected the your job type from the configuration screen, the progressions will be listed. If a progression has any action, they are visible by clicking the + or clicking the link which lists the number of actions - eg "2 Actions".

Use the drop-down on the right of a progression to see the different action types available, and click to start configuring one.

To learn more about each type of progression action, use the sub-navigation on this page.