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FieldLogs

Setting up Actions

An Action is a specific Task to be carried out to achieve the objectives of the Plan.

Actions can be configured as a part of the Trigger Action counter and Task list Counter.

The following are the three types of Actions available:

  1. Create Task

  2. Notification

  3. Update Task

The below sections describe how to set up each type of Action.

Create Task

The Create Task Type of Action allows you to execute a set of Tasks.

  1. In the Action tab of the counter, select the Create Task Action Type from the dropdown list as shown below.

    main_image_of_create_task.png

  2. Edit the name of the Action ID if required. You can choose to keep the system generated Action ID.

    Action_id_of_create_task.png

  3. Click the Select Task Queue or Assignee dropdown list to select a Task Queue or an individual assignee to assign the Action. The Task will appear in their respective Inboxes.

    dropdown_list.png
    Selected_the_task_queue.png

    You can also link this field to a variable of type Queue. To know more about variables, see Variables in an Operation Plan.

  4. [Optional] Click the Select Assigner dropdown list to select an Assigner for the Task from the available options. The Task appears in the inbox of the Assignee as assigned by the selected Assigner.

    Assigner_dropdown.png
    Selecting_Assigner.png

  5. [Optional] Click Select Team Members dropdown list to select Team Members.

    Once the selection is made, the field is updated with the number of Team Members selected.

    Team_members_dropdown.png
    Selected_team_members.png

  6. Select one or more Templates. Instances of the selected Templates comprise the Action of this counter.

    Template_instances_of_create_task.png

  7. [Optional]Specify a Start and Due date for the Tasks. You can link these fields to a variable of type Date. To know more about linking to variables, see Variables in an Operation Plan.

    Start_and_due_date.png

    Click the date as shown below to use the date picker.

    Due_date.png

  8. [Optional] Select the Status from the dropdown list as shown below.

    status_dropdown.png
    Status_list.png

  9. [Optional] Click the Priority dropdown list to specify a priority for the Tasks.

    Priority_dropdown.png
    Priority_list.png

  10. [Optional] Click the Select a Release Package dropdown list to specify the Release Package.

    Release_and_package.png

  11. Enter any additional comments pertaining to the Tasks in the Additional Comments text box. This is an optional field. You can link this field to a variable of type Text. To know more about linking to variables, see Variables in an Operation Plan.

    Additional_comments.png

  12. Enter the Initial Task name.

    Intial_task_name.png

    You can enter a text value as shown below or choose to link this field to a variable of type Text. To know more about linking to variables, see Variables in an Operation Plan.

    Task_name.png

    Check Use auto naming to use auto naming. A format appears as below.

    Use_auto_naming.png

    Click add.png to include more fields in the name.

    __options.png

  13. By default, one instance of each of the selected Templates is listed. Optionally, you can specify a different number of instances for each of the Templates by selecting the dropdown.

    The maximum of Tasks created is ten.

    Template_Instances.png

  14. Select Functional Types from the dropdown list to visually highlight the Counter. You can also use the Link to variable option to Link to a Functional Type Variable.

    FT.png

  15. [Optional] If the selected Templates have Template variables, they can be linked to the Operation Plan variables.

    To know more, see Linking Template Variables to Operation Plan Variables.

    Template_linkage_.png

  16. Click Save.

    Save_button_of_create_action.png

    The Create Type action has been successfully configured.

Notification

The Notification type of Action allows you to send an email notification to the selected members.

  1. To send a Notification mail, select the Notification Type from the dropdown list.

    main_image_of_notification.png

  2. Edit the name of the Action ID if required. You can choose to keep the system generated Action ID.

    Action_ID.png

  3. To send notifications to the Team members, select the required To recipients from the Internal Members dropdown list as shown below.

    INternal_memebers.png

  4. To send notifications to recipients who are not Team members,Add External Emails.

    external_mails.png

  5. [Optional] To add CC recipients, select the Internal Members and External Emails as shown below.

    CC_Recipients.png

  6. [Optional] To add BCC recipients, select the Internal Members and External Emails as shown below.

    BCC_recipients.png

  7. Add the Subject to the email.

    Subject.png

  8. Enter the Message in the text box as shown below.

    Message.png

  9. To add the Attachments, browse or drop the files.

    Attachments.png

  10. Click Save.

    Save.png

    The Notification type action has been successfully configured.

Update Task

This Action Type can be used to update two types of Tasks.

  • Tasks which are already created using the Create Task type of this Operation Plan.

  • The Tasks Filtered based on criteria.

To update a Task:

  1. Select the Action Type as Update Task from the dropdown list.

    Main_screen.png

  2. Edit the name of the Action ID if required. You can choose to keep the system generated Action ID.

    Action_Engine_Maintenance.png

  3. Click Add a target Source.

    Target_source.png

    A Target Source box appears.

  4. Select the required option Target Source from the dropdown list.

    Tasks_selecting.png

    Created Tasks: This option is selected to update the Tasks created by the Action.

    Filtered Tasks: This option is created to update the Tasks based on criteria.

    In the below example, the Action Wing maintenance has been filtered based on today's Date.

    Filtered_Tasks.png

  5. Select the Tasks that need to be updated.

    Selecting_target_source.png

  6. Select the required fields that need to be updated.

    In the below example, the Action Wing maintenance has been updated by Task Queue or Assignee and the Status.

    required_options.png

  7. Click Save.

    Action_engine_maintenance_save_button.png

    The action of the current Operation Plan has been updated.

In this section: