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Action Step in BPF

Friyank Profile Picture Friyank 944

Things to consider.
> Action step you can trigger workflow as well as Action.
>Action which we want to trigger must be allowed to run as a business process flow.

 Action which has option “As a Business Process flow action step” Selected.

>Action with Input parameter as Entity, Entity Reference or Option sets are not allowed for BPF action steps.
> Action with output parameters as Entity, Entity Reference or Option sets are not allowed for BPF action steps.
> On-demand workflow should be for the same entity as of BPF stage.
Suppose you have stage for account entity and workflow created for contact you cannot call for account stage.
> Action cannot be Global, it should be for the same entity as of BPF stage.
Suppose you have stage for account entity and Action created for contact you cannot call for account stage.
>You can Copy,Cut and Paste action step.
> There is no specific Max Limit of actions which can be called from BPF.
I tried adding 50 actions and it all got triggered.

Note: You can only use supported processes that match the stage entity.

Now you know what things to consider while creating an action, let kick action in our BPF.

 Account Record BPF, with no Action step  BPF with no Action step  Add Action step In stage
Notice, My stage is for Account Entity,
So i have to create action/Workflow for Account entity only to include in this BPF.

 n properties Section, Execute process lookup will list all the Workflow which is on demand, activated and on Account Entity OR action which is Activated, On Account Entity and is Allowed to used in BPF.

I am selecting action i have created for account entity.


This Action has 2 input parameter {FirstName and LastName} which is of data type string

This Action Create contact for current account with First name as account Name and Last Name as Account Number.

Passing input parameters from account record to action step.


 Passing Input parameter from Account Record to Action.  Create Account, this stage, Action step will be disabled as Records is not created  Once Record is created, Action step will be Enabled
Notice : This Action step Looks like Button and you click and then Action will be triggered.  Click action step and fill up the missing fields if any and click OK.  Contact Created via Action.
This was you can add any logic in your Action and just call from BPF.

Hope it Helps
Thanks

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