The table below lists each of the Workflow Activities and provides a short description. For general information about configuring workflows please see General Workflow Activity Configuration.
| Data Activities | |
| Create a new record of a selected object | |
| Update multiple fields or relationships for a selected record | |
| Delete a selected record | |
| Clone an record from one object to another | |
| Change the Type of an existing Record (used when migrating Records) | |
| Get a list of records from a selected object | |
| Run a sequence of activities down a list of records | |
| Make a decision based on a calculation | |
| User Activities | |
| Displays a form to the user and creates a user task | |
| Displays a automatic form to the user for data input | |
| Send a onscreen message to a user | |
| Send an email to a single or list of addresses | |
| Survey Activities | |
| Create and launch a person-based survey campaign | |
| Create and launch a target-based survey campaign | |
| System Activities | |
| Assign a specified value to a predefined variable | |
| Run another workflow and wait for results | |
| Create a link to an entity | |
| Record a message to the system log | |
| Other Activities | |
| Generate a document based on a report template | |
| Export the data from a report | |
| Fetch a file from a remote server via FTP. | |
| Imports an excel or CSV file in to an object | |
| Send SMS notifications to a list of people | |
Sequence to End | Shortcut - connects the selected activity to the End Event |
| Visual Layout Only - Add an extra end point to the workflow |