Configure action steps within an action item

For an action item to perform multiple processes you must define separate action steps.

Before you begin

To add action steps to an action item, the action item Type field must be MultiStep.

Role required: admin

About this task

Use action steps when you must perform multiple actions after an action item is executed. You can also use action steps when an action must be performed in offline mode. For more information about working in offline mode, see Configure data items in offline mode.

Procedure

1. Navigate to All and in the filter enter sys_sg_write_back_action_step.list
2. From the Actions steps form, select New.
3. In the Action step new record form, complete the fields as needed.

   Table 1. Action step form

   Field	Description
   Name	A name for the action step. You can have multiple action steps associated with an action item. Make sure you choose a name that is easily identifiable.
   Order	The order in which the action step is performed. The lower the number, the earlier the action is performed.
   Active	Whether this action step should be implemented or not.
   Writeback action item	The action item associated with this action step. Note: When associating action steps to an action item the action item Type field must be MultiStep.
   Applicable for	Option for determining whether this action step is to be performed for online actions, offline mode actions, or for both online and offline modes.
   Description	Information to help you identify the action step.
   Type	The type of action step. Choose from the following: New Update Delete Script Note: Different fields appear on the action step form depending on the type of action that you select.
   Use current record as condition	Whether you want a separate set of query conditions for the action step. If selected, the Query conditions field is inactive. For update or delete actions, you must define the record you are updating or deleting by providing a sys_id. Marking Use current record as condition as true allows you to update or delete actions without creating a parameter.
   Table	The table the action step applies to, for example, Incident.
   Query condition	Filter conditions that apply to the action step.
   Set field values	Determines the field values for an action step. For example, if you want to create an action that updates an incident with a state of Resolved, use the field values State = Resolved. You can also create parametrized items to pass into the field value.
   Execution script	The script executed by the action. This field only appears if you select Script in the Type field. To use an input from an input form screen in your scripts, use parm_input.<InputName> To use a variable from an input form screen in your scripts, use parm_variable.<VariableName> To view an example of an execution script, see Configure an action item.

4. Repeat the procedure for any additional action steps that you want to add to the selected action item.
5. Select Submit.