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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 and Action Counter, Task List Counter, Lifecycle and Action Counter, and Configurator 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 Action type Create Task creates a set of Tasks for you to execute.

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

    main_image_of_create_task.png

  2. Edit 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 Task. The Tasks 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 or Member. Linking multiple members to the field is not supported.

  4. [Optional] Click the Select Assigner dropdown list to select an Assigner for the Task from the available options.

    Assigner_dropdown.png
    Selecting_Assigner.png

    To set the Operation Plan Instantiator as the Assigner, select the Operation Plan Instantiator option as shown below. When this option is used, the Assigner will vary for every Instance of the Operation Plan.

    OPPlanInstantiator.png

    The Task appears in the Inbox of the Assignee with the selected user ID or the Operation Plan Instantiator ID as the Assigner.

    You can also link this field to a variable of type Member. Linking multiple members to the field is not supported.

    LinkToVariable.png

    New variables can also be created as shown below.

    CreateNewVariable.png
    VariableCreationDetails.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.

    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.

    SelectAReleasePackage.png
    ReleasePackageOptions.png

    You can select a specific version of the Release Packages or the latest version.

    In the example below, the Latest version by activation date (V1) of the OP RP Release Package is selected.

    OPRPLatestVersionExample.png

    Whenever this Operation Plan is activated, the latest version of the Release Package (OP RP) is automatically selected during the execution of the respective Task that belongs to this Operation Plan.

    Note

    You can link the Release Package field to a variable of type Release Package.

    LinkToVariables.png
    LinkedToVariables.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.

    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.

    Task_name.png

    Check Use auto naming to auto-name the Task. A format appears as below.

    Use_auto_naming.png

    The auto-name format can be configured as shown below.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 link the Task to the Functional Type. 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.

    Template_linkage_.png

  16. Click Save.

    Save_button_of_create_action.png

    The Action of type Create Task has been successfully configured.

Notification

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

  1. To send a Notification email, select the type Notification from the dropdown list.

    main_image_of_notification.png

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

    Action_Engine_Maintenance.png

  3. In the Target(s) section, click Add a target Source.

    Target_source.png

    A Target Source box appears.

  4. Select the required option 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 selected to update the Tasks filtered based on the selected criteria.

    Filtered_Tasks.png

  5. Select the Tasks that need to be updated.

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

    Selecting_target_source.png

  6. In the Content section, select the required fields that need to be updated for the selected Task.

    In the below example, the Task Queue or Assignee and the Status details are updated for the Action Wing maintenance Task.

    required_options.png

  7. Click Save.

    Action_engine_maintenance_save_button.png

    The Action of the current Operation Plan has been updated.

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