Action

Actions describe work to carry out within processes. They are triggered by rules.

Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process.

Control

These actions affect how the process runs.

Existing Items

These actions add existing resources to assets. In most circumstances, assets are initially empty; therefore, you will need to load resources before you can refer to them.

New Items

These actions create new resources for certain types of assets. This allows processes to, for example, create new matters and documents.

Update Items

These actions modify assets and the resources held within them. The process keeps track of pending changes and applies them when the rules have finished.

Interactivity

These actions pause the process so that users can interact with it. This may involve capturing information or making decisions before the process resumes.