Workflow Designer Actions

General

• Name (mandatory): enter the name for the action. This name is shown in the Workflow Designer, for instance, the Approval action is displayed as follows:
  
• Technical Name (mandatory): an internal or unique technical name of the action. 
• Category: assign a category for the action. A category includes a set of actions that belong to a certain area where they can be applied, for instance, related to the Service Catalog, Basic, General, etc.
• Icon: select an icon that will be shown for this action in the Workflow Designer. 
  
• Description: optionally, add the action description.

Implementation type

Choose the implementation type and proceed to the next chapters according to the selected option. Depending on the chosen option, the implementation type has its own specific configurable options which define how the Action is executed in the Workflow. See the Implementation type configuration section of this page.

Appearance

Define the caption template of the action and properties. Pay attention, that Properties can be configured for Trigger and Workflow Activity implementation types only.

• Caption Template: this caption is displayed in the Workflow Designer. For instance, the default-provided Approval Required Action has the configuration of the caption template which results in the following display of the Action caption in the Workflow Designer:
  
  Caption Template can have more advanced configuration and can use the notation as in the following example:
  
   Wait for Approval from {required-group:DecisionMaker}
  
  Caption Template can include the following components:
  • Text: here you can enter the plain text to entitle the Action.
  • Required Group Property: with this property, you can add a group of properties to the action by specifying the required-group name and only one property of this group will be required during the action configuration in the Workflow Designer. The name of the Required Group is specified in the properties settings. Enter the same name for each property you want to have in the group.
    
    To display the group of properties that belong to the required group use the following notation:
    {required-group:RequiredGroupName}
    
    A group with 3 properties added to the same Required Group with the name DecisionMaker is specified in the caption template as follows:
    
    Wait for Approval from {required-group:DecisionMaker}
    
    The caption for such an action is displayed in the Workflow Designer as in the image below:
    
    
    Click on the action to see more details about the required group in the panel:
    
    See also the Workflow Designer page.

Schema

The editor field allows you to choose a value from the Schema with the following possible options:

• Configuration Items: allows choosing a value from the list of available in the system Configuration Items
• Data Definitions: allows choosing a value from the list of available in the system Data Definitions
• Both: select both checkboxes to choose a value from the list of available in the system Data Definitions and Configuration Items

Text

In the Editor choose Text option and proceed with the following properties:

Text editor configuration example

• Type: choose one of the following supported text input types
  • Text: the property allows you to enter only plain text
    
  • HTML: the field supports HTML markup
• Only static Text: select this checkbox to allow entering only static text as a value, dynamic content in this case will be disabled fore this property
• Multi-line Text: the property in the panel can contain multi-line text. Click on the icon to expand the field:
  
• Localizable: the value can be localized into other system languages. In the Workflow Designer canvas, in the step configuration panel, click on the localization  icon and add the necessary values:
  

Object(-s)

This property allows selecting one or more objects from the specified data source:

• Data Definition: choose the data source of the property.  
• Filter expression: use an ASQL expression to additionally filter the suggested values
• Display expression: defines how the values from the selected source will be displayed in the property dropdown list

Trigger

A Trigger is a type of Action that is a starting point for running the Workflow. 

A Trigger can have a hidden output property that is not selected explicitly in the Action configuration, for instance:

The output property is passed to and can be used in the action that follows the trigger.

Workflow Activity

With the Workflow Activity implementation type, additionally, choose the Workflow Activity that will be used as a basis for the Action. Configure the Action and Properties for proper data processing and Action displaying in the Workflow Designer:

Workflow

This implementation type allows selecting and running XAML Workflow (previously developed in the Workflow Studio):

PowerShell Script

Fill out the fields that are the same for any type of action, as described in the common options section. In the Implementation Type field, choose PowerShell and write the script in the Code section, for instance: