Managing Workflow Actions
To work with the workflow actions, you earlier added to the system:
Click the Setup
link in the top right corner of the window.
Choose the necessary table and click a corresponding tab at the top of the window.
From the menu in the main frame select Rules > Workflow Actions
. The system will display a list of existing workflow actions:
Click Edit
next to the necessary action or the action name link to view and modify its properties (for details, see the Workflow Actions created beforehand topic).
Click Del
to delete the action from the list. Confirm your intention by clicking OK
in the opened dialog box.
Please note, if you need to edit a Mobile Device Record Create action, you also can user the
Edit
button, but to transfer the changes to mobile devices you must click on theRefresh On Devices
button. Otherwise the changes will not be implemented.