Automatic Actions

Hossein.K

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You can configure the system to automatically act on the task under certain
conditions.
For example, suppose you have a task that requires a member of your Expense
Reports Department to review the receipts submitted with an expense report.
According to company policy, this task must be performed when the expense
report is over 100 USD. In this scenario, you would configure the system to
automatically mark the task as Complete when the total amount is less than 100
USD.
Use the following steps to specify when the system should automatically act on
the task.

1. In the left pane or the Properties window for a task, click Automatic actions.

2. Select the Enable automatic actions check box.

3. Click Add condition, and then enter a condition.

4. Enter additional conditions, if necessary.

5. To verify the conditions you entered are set correctly, click Test. The Test workflow condition form is displayed.

6. From the Auto complete action list, select the action the system should take.

Regards,
Hossein Karimi