Managing Workflow Actions

To work with the workflow actions you’ve added to the system:

  1. Click the Setup link in the top right corner of the window.

  2. Choose the necessary table and click the corresponding tab at the top of the window.

  3. From the menu in the main frame, select Rules > Workflow Actions. The system will display a list of existing workflow actions:
    Workflow Actions

  4. Click Edit next to the necessary action or the action name link to view and modify its properties (for details, see the Creating Actions Beforehand topic).

  5. Click Del to delete the action from the list. Confirm your intention by clicking OK in the opened dialog box.

Dialog Box

Please note that if you need to edit a Mobile Device Record Create action, you can also use the Edit button, but to transfer the changes to mobile devices, you must click the Refresh On Devices button. Otherwise, the changes will not be implemented.

Refresh On Devices