FAQs in this section
How to add an action in the process designer?
The Add Action component helps you set up a task or an action for a process. It allows you to select an action from a list of actions and configure its properties as well.
Follow these steps to access Add Action:
- Click + mark on a component.
- You will be directed to the Components Menu.
- Click Add Action.
- You will be directed to the Add Action’s menu that displays the below list of actions:
- Create
- Update
- SMS
- Mobile Push Notification
- Webhook
- Record Alert
- Click an action to be executed. You will be directed to the specific action window.
- Set up the required settings for the action.
- Click Save. The Saved notification is displayed.
With this, you have successfully set up an action for a process on the Process Designer.
To know more about the Process Designer, click here.