Define the actions that are executed when changing steps in a workflow here. Mails can be sent or SQL procedures executed during a step change. You can immediately test the workflow action configured here in this form.
Identification
Information on the data record’s identification is entered in this section.
| Property | Description |
| Description | description |
| Step change (workflow following step) | Select the step change during which the workflow action should be performed. |
| Action name | Enter the full name of the action. |
| Action type | Select the action’s action type. |
| transaction | Indicates whether a transaction is required. |
| Sequence | The order in which the actions are executed during step switching. |
SQL
If the workflow action has the "Perform SQL procedure" action type, this section is displayed. The SQL procedure to be performed in the event of a step change is defined here.
| Property | Description |
| Perform SQL | Enter the SQL procedure to be performed in the event of a step change. |
Email
If the workflow action has the "Send email" action type, this section is displayed. This is where the email is specified that should be sent in the event of a step change.
| Property | Description |
| Email | Select the email which should be sent in the event of a step change. |
REST API
This PropertySet contains configuration settings for REST API calls within workflow actions. It enables the definition of endpoints, methods and parameters for API communication.
| Property | Description |
| Property for result (boolean) in the response object | Name of the property in the response object that represents the result of the action as a Boolean |
| HTTP-Method | Default value (if not filled) POST |
| Login | You can enter your access data here. |
| HTTP Content (JSON) | Here you can specify HTTP content (JSON). |
| REST webservice URL | Here you can find the URL of the REST web service. |
| Property for message in response object (if available) | Name of the property in the response object that contains the message for the result of the action |
Mailing list
This section is only displayed if the workflow action features the "Send mail" action type. This list shows the workflow roles to which the portal email is sent in the event of a step change.
See also: Mailing list
List of reports for email
This PropertySet contains properties for configuring report lists that can be sent by email. It allows you to select and customize the reports to be sent as part of a workflow action.
See also: Mail Reports
Test action
This section is used for the worfklow action test. To test the action using an existing workflow, after selecting a workflow, click the "Perform action". The email is sent or the SQL procedure performed depending on the setting.
WorkflowActionSectionsVisibility
The control switches the visibility when configuring the workflow actions. Either the area of the mail action or the SQL action is visible. (FM-13204)
