Eighteen local flow actions that are often made available to users
Summary
When you create an assignment task in a flow rule, what are the typical local flow actions to include?
Suggested Approach
Assignments often include the following local actions:
- Save
- Transfer
If covers are being used in this application, the following should be included as well:
- AddToCover
- RemoveFromCover
If folders are being used in this application, the following should be included as well:
- AddToFolder
- RemoveFromFolder
Additionally, the following local actions are recommended:
- NotifyQuick
- AttachAFile
- AttachANote
- AttachAScreenshot
- AttachAUrl
A "power" user might also benefit from these:
- AddFlow
- ChangeAssignmentSLA (if the assignment in question has a service level specified)
- ChangeWorkSLA
- Notify
- TransferAdvanced (instead of Transfer)
- TransferToWorkBasket
- SetTicket
- UrgencyUpdate
Other flow actions are either more application dependent, such as the EngageExternal actions, or are used as connector flow actions.