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Concepts

Automate

Automation enables the computer to perform tasks for you automatically.  These are commonly referred to as "rules" and were historically created using programmatic tools. In WorkXpress, no programming is required to create automation.

Actions are used any time, and every time, you want the computer to do something for you automatically. WorkXpress Actions may take the form of Control Actions (evaluations, loops, and schedules) and Execution Actions (actual activities that do something).

There is only one interface for creating or maintaining Actions, the Action Manager. Here you can setup Actions on any available triggering point or according to a schedule. All Actions are created inline. Except for scheduled Actions and Action sets, all Actions are created in context. 

All actions process in a specific order. Some are as obvious as "save a value" or "send an email", while others are less obvious, such as "open a page" or "make a soap call".

  • "Actions" refers to one of the five fundamental Building Blocks
  • "Action Type" refers to a specific class of Action, for example "Field-save" or "Layout-open page".
  • "Action" refers to the specific placement of an Action of some type into a firing position in the Action Manager interface.

Automate Business Processes

In WorkXpress, Automation becomes a yellow block known as Actions.

          Automation becomes Actions

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Overview

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    Controlling Actions

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    Like Programming

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  • Block Association

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    Automations

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    Configuration

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