Workflow - Action Manager: Setting Actions for the Document
Setting Actions for the Document
Understand how to add Actions to a document uploaded into XPLAN.
- To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on July 27, 2016)
The Actions that XPLAN can perform are:
- Create a new Task from a Task template
- Create a new Thread from a Thread template
- Attach the scanned file to a Document Note
- Change the status of a Campaign invitee
- Change the status of a linked Task
- Send an email or SMS
- Set the value of a field
The following actions will be used as examples:
- The first Action will be that a File Note will be added to the client record with a copy of the scanned document attached
- The second Action will be a Task
- The third action is to activate a Thread against the client record
- The fourth action is to set a field against the client file automatically
- The final action is to send an email to the client automatically
Action a File Note
To create the first Action:
- Select Action Manager from the left hand menu
- Select Add Action
- Select the first Action Type – Attach document to docnote
- Set the Action Parameters
- Attach to a brand new docnote
- Select File Note Template
- Select Save
Action a Task
To create the second Action:
- Select Action Manager from the left hand menu
- Select Add Action
- Select Add task from template
- Choose the Task Template ‘Follow Up Application’.
- Select Save
Action a Thread
To create the third Action:
- Select Action Manager from the left hand menu
- Select Add Action
- Select Add thread from template
- Choose the thread Template
- Select Save
Action a Client Field
To create the fourth Action:
- Select Action Manager from the left hand menu
- Select Add Action
- Select Set Field value on associated entity
- Select the field and field details that are applicable
- Select Save
Action a Client Email
To create the fifth Action:
- Select Action Manager from the left hand menu
- Select Add Action
- Select Email/SMS to a recipient
- Select the Email Template
- Select if it’s an Email or a SMS
Enable Actions on the Template
In order to enable these Actions you need to:
- Select Edit
- Set Enable Action Manager to Yes
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