Creating an Action Path

Updated on 06 Jun 2024
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This article demonstrates creating a simple Action Path.

Caution

Exercise extreme care when creating Action Paths to be applied to your workflow, as they have the potential to cause significant issues if not properly configured or executed.
Please be sure to review all potentially associated workflow before making these workflows active.
For help adding or modifying Action Paths, reach out to Support.

Access Action Paths:

1. Go to Setup → Workflow → Action Paths.

Click on "New" to create a new Action Path.

Edit Container:

Right-click on the container.
Click on "Edit".

Label and Description:

Enter a label for the Action Path (e.g., "onAfterDemographicEmailComplaint").
Provide a description (e.g., "Contains Flow Actions when a complaint is received").
Click "Save".

Add Flow Actions:

Right-click on "onAfterDemographicEmailComplaint".
Click on "New".
Select the desired flow actions from the dropdown menu (e.g., "Stop Letter Series").
Click "Save".
Repeat this process for additional Flow Actions desired.

Image Displays Saving a Completed Flow Action

Note

When selecting a label name, ensure it is meaningful and relevant. Additionally, it is important to provide a description in the text box to accurately describe the purpose and function of your Action Path.

This will help you maintain clarity and understanding of your workflow.

Save and Test

Click "Save" to save the Action Path configuration.
Ensure all necessary triggers and flow actions are added and properly configured.

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Access Action Paths:
Save and Test