Adding Ad-hoc Actions
There are two ways to add ad-hoc Actions, depending upon whether the Action in question also appears as part of the standard Case flow:
Simply tick the checkbox in the ‘Manual Creation’ column in the Action Info Grid.
Manually starting this type of ad-hoc action will then automatically launch Actions further downstream in the flow.
Select the '+' icon in the top-right of the Action Info grid and select the type of ad-hoc Action from the Actions menu popup.
Once the Action is added, it shows up in the Action info tab.
Here it will be labelled as an ad-hoc Action. This ad hoc Action is not part of the workflow, but can be launched manually by a Case Owner, if required.
All the configuration settings for this type of ad hoc Actions are same as for every other Action, with the following exceptions:
- The Manual Creation checkbox is auto-ticked and can’t be disabled.
- To delete this Action, you have to do it directly in the grid
Last modified 8mo ago