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Resource Actions

Resource Actions Menu


The Resource Actions tool opens a menu with six options, which are described here. These actions are related to resources i.e. resources will be involved in the actions.

The Resource Action menu lists six actions –

Approval

The Approval action can be used in a workflow when a resource is required to approve the output of a preceding action, typically a request. You can set the properties of this action in the corresponding Properties Window.

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Checklist

The Checklist action can be used in a workflow to send a checklist to a resource(s) with a provision to complete it.

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Information

The Information action can be used in a workflow to send information to a resource(s).

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Notification

The Notification action can be used in a workflow to send a notification to a resource(s).

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ResourceSet

The ResourceSet action can be used in a workflow when a resource(s) is required to set the resource who will execute the next action from a list that is provided.

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Task

The Task action can be used in a workflow to assign a task to a resource(s).

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