Working with Actions
How to create Action
Go to Actions tab and press "New" button .
"New KanBan Action" page will be shown. Provide Action Name, choose Context Object, Type and Status.
On the Action Configuration section, configure the action based on its type and press "Save" button.
Working with existing Action
After the action is created new set of functionality becomes available.
Clone
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.
Share
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.
Execute
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.
Execute in Batch
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 {$Variables.recordId}.
Add Variables if needed.
Click Apply button.
Execute on Schedule
Allows to schedule execution of the action.
Click "Execute on Schedule" button.
Enter Schedule Job Name .
Cron - Salesforce cron expression which sets schedule of job runs - see more details at Salesforce help.
Source - Id of the record for which action should be executed.
Add Variables if needed.
Click Apply button.
Execute on Schedule in Batch
Allows to schedule execution of the action in batch for specified query.
Click Execute on Schedule in Batch button.
Enter Schedule Job Name.
Cron - Salesforce cron expression which sets schedule of job runs - see more details at Salesforce help.
Query - scope of records for which you need to run the action in batch. Use Standard SF query.
Batch Size - the number of records in the batch, by default it is 1.
Pass Source - check it if you want to pass current record to the action as the Source object (you should select this option when your action have source object selected), otherwise the current record id will be available in the action as {$Variables.recordId}.
Add Variables if needed.
Click Apply button.
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