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- Open the Task Types record, if not already opened.
- Click the Actions tab.
- Click the New button in the toolbar to open a new Actions record.
- Select the new status for a task that will trigger the action from the Status drop-down menu (this menu contains a list of the type's configured statuses).
- Select the original status of the task from the Prior Status drop-down menu (this menu contains a list of the type's configured statuses).
- Enter the name of a Process Flow that the action will execute in the Process Flow field.
- When a user updates a task that has the Prior Status to the new Status, the specified Process Flow will execute. For example, changing the Status of a task from Under Development to Pending Approval can trigger one Process Flow and changing Status from Pending Approval to Complete can trigger a second Process Flow.
- The Input Map tab for the specified Process Flow appears in the Actions record automatically.
- Complete the Input Map for the process flow.
- For example, if the change in status fires an email, you probably need to specify the recipient for that email in the Input Map.
- Contact your system administrator if you need assistance. Alternatively, see the Aptify 5.5 Process Pipeline Guide for Managing Process Pipelines for information on using process flows and event handlers. A Task Type Action is another type of Event Handler.
- Click the Comments tab and enter any additional information about this action.
- Click OK to save and close the record.
- Repeat Steps 3 to 9 to add additional actions.
- Save and Close the record.
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