Page Comparison

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1. Open a new record from the Message Actions service.
2. Enter a Name and Description for the message action.
3. Enter the name of the Process Flow that will be fired after the message is sent.
   • This field links to the Process Flows service.
      
4. Place a check mark in the Active box to make this Message Action available to users.
5. If you want to make the action available for all messages sent from a particular entity, select the Message Action Entities tab.
   • Specifying an entity for a Message Action makes it accessible for all messages sent from the particular entity through the Aptify Messaging form. If you want to specify the action for a particular message and not an entity as a whole, you can do so by creating a Message Templates record and specifying the message action on the template's Actions tab. See Setting Up Creating Message Templates for details.
      
6. Click the New icon to open a new Message Action Entities record.
7. Enter the service in which you want the action to be available for in the Entity ID field.
8. Place a check mark in the Auto Add box if you want this message action to be automatically available (and executed if the action is not removed by the user) each time a message sent from this service.
   • Note that when using a message template that has message actions specified or when loading a template from a service that has associated message actions, a user must confirm whether or not to replace the existing actions for the service with the actions associated with the selected message template. See the Loading a Template section of the "Messaging" chapter of the Aptify User Guide for details.
      
9. Click OK to close the Message Action Entities sub-type record.
10. Repeat Steps 6 through 8 as needed to add additional entities.
    • Alternatively, you can select OK and New in Step 9 to close the current record and open a new Message Actions Entities record in one step.
       
11. Save and close the Message Actions record.