User Activities

Purpose Displays a form to the user and creates a user task. Also presents buttons at the top of the form for the user to progress the workflow. For example, a 'User Action' activity can be used to provide a manager with the ability to Approve or...

Purpose Presents the user with an auto-generated form or a pop-up picker window, to input data for use in the workflow. Properties The 'user input' activity can present the user with a form or a pop-up picker to input data for use in a workflow a...

This activity sends an email to a single address or a list of addresses. Properties The 'Send Email' activity can be used to send to a list of addresses or an individual email account. Depending on whether sending to a list or individual, the fo...

Purpose The 'user message' activity can be configured to send a message to a particular user (or list of users) as part of a workflow. The message will appear as a pop-up at the bottom right of the users screen (if they are logged in) and also adde...

Purpose Create and launch a person-based survey campaign. See Surveys . Configuration This activity will create and launch a survey campaign and send a survey task link to a list of nominated people.  Setting Description Survey Th...

Purpose Create and launch a target-based survey campaign. See Surveys . Configuration This activity will create and launch a survey campaign based on one or more records and send to a nominated person. Setting Description Survey T...