Complete the fields on this tab to define pre-actions and post-actions that are
evaluated before and after the collection is processed.
The
Before This Collection
and
After This
Collection
sections display numbered lists of pre-actions and post-actions,
respectively. Each action can contain one or more tasks. A task calls a supported
rule
or
method.
-
Add an action by performing the following actions:
-
Append an action to the existing list by clicking
Add
pre-action
or
Add post-action.
Because pre-actions and post-actions use identical fields and options, the
procedures for creating and configuring them are the same.
-
From the drop-down list, select a
condition.
-
Hover over the action number.
-
When the pointer becomes a drag handle, drag and drop the action to the required
position in the list.
You cannot save the collection until all required fields are populated.
-
Add a task to an action by performing the following actions:
-
Append a task to the existing list by clicking
Add
task.
-
Open the
Update task
modal by clicking
Edit.
-
From the
Type
drop-down list, select an option.
-
Complete the additional fields that are required for your selected rule or
method.
For example, when you select an action type of
Activity,
you must enter the name of the activity to call and any applicable parameter values
to pass at run time.
Refer to the list of
supported rules and methods
for more details.
-
Click
Submit.
-
Hover over the
Drag
icon next to the task label.
-
When the pointer becomes a drag handle, drag and drop the task to the required
position in the list.
What to do next: You can now click on the task label to open the rule it calls. When a task calls a
method, the label is read-only.