Action configuration window

Use the action configuration window to configure the selected workflow action. Depending on the field, you can type a value, insert a variable or select a connection.

For more information on available fields and their descriptions, see Workflow actions.

Open the action configuration window

To open the Action configuration window for an action after you add the action to the Designer canvas on the Designer page, do one of the following:

  • Double-click the action.
  • Click on the action and then click Configure.

Note: You must configure all actions in your workflow before you publish it. Actions that are not configured completely will display a warning sign (). If your workflow has such actions an error will be displayed when you attempt to publish it and the workflow will not be published.

Configuration updates are immediately applied. As with any changes made in the workflow designer, configuration updates are retained for the duration of the browser session.

Configure an action