What do we need the workflow to do? What action should it take?
We find those options in the Actions themselves. These are the options we get when we create a New Action:
Types of actions available
You can do the following:
- Add Button to the UI and associate it with additional functionality, such as navigating to another record or to a new state in the workflow
- Add a Confirm; this creates a popup message box with customizable text and the options to click OK or Cancel
- Create Record, for instance, automatically create the fulfillment when the sales order is entered
- Go To Page
- Go To Record; this creates a hyperlink to ...