Working with Actions
Last updated
Last updated
Go to Actions tab and press "New" button .
"New KanBan Action" page will be shown. Provide Action Name, choose Context Object, Type and Status (active or inactive).
Check "With conditions" if needed to execute actions not always. Set up Conditions in the section that will be shown below.
When Action Type is selected, a Settings section (it's actual header depends on selected Action Type) will be shown below. Configure the action settings based on its type and press "Save" button.
After the action is created new set of functionality becomes available.
Allows to clone the Action.
Click "Clone" button to open popup.
Enter New Name,
Check "Open Action After Clone" if needed and click "Apply" button.
Allows to share the Action to Users, Roles, Roles and Subordinates.
Click "Share" button.
Add Users/Groups/Roles to whom you want to share.
Select Access Level: Read Only or Read and Write.
Click "Save" button.
Allows to execute action.
Click "Execute" button.
Add Source - Id of the record for which action should be executed.
Add Variables if needed.
Click Apply button.
Allows to execute action in batch for specified query.
Click "Execute in Batch" button.
Query - scope of records for which you need to run the action in batch. Use SF SOQL query language.
Batch Size - the number of records per batch iteration (the batch step size), by default it is 1.
Pass Source - check it if you want to pass current record to the action as the Source object (you should select this option when your action have source object selected), otherwise the current record id will be available in the action as {$Variables.recordId}.
Add Variables if needed.
Click Apply button.
Allows to schedule execution of the action.
Click "Execute on Schedule" button.
Enter Schedule Job Name .
Cron - Salesforce cron expression which sets schedule of job runs - see more details at Salesforce help.
Source - Id of the record for which action should be executed.
Add Variables if needed.
Click Apply button.
Allows to schedule execution of the action in batch for specified query.
Click Execute on Schedule in Batch button.
Enter Schedule Job Name.
Cron - Salesforce cron expression which sets schedule of job runs - see more details at Salesforce help.
Query - scope of records for which you need to run the action in batch. Use Standard SF query.
Batch Size - the number of records in the batch, by default it is 1.
Pass Source - check it if you want to pass current record to the action as the Source object (you should select this option when your action have source object selected), otherwise the current record id will be available in the action as {$Variables.recordId}.
Add Variables if needed.
Click Apply button.
