Other Workflow Actions

Add Time to Date: Provides the ability to add a time increment in minutes, hours, days, months, or years and then output that new amount to a variable that could be used in an e-mail, field, and so on.

Assign a Form to a Group: Adding this action provides the ability to assign a custom form to a group of users. Clicking “a custom form” in the action loads the Custom Task Wizard. Values that are submitted using the form are stored in the Tasks list. The workflow remains paused until all of the survey forms are completed. A practical example for this action would be collecting feedback on potential new hires at a company. To complete the task a user would review a resume, click Edit this task, and answer several survey questions about the candidate. The task list could have a custom view that counts the number of Hire and No Hires and displays those totals in a view.

Assign a To-do Item: This action adds a to-do item to the Tasks list for each user that is specified. Until all items are completed, the workflow remains paused.

Build Dynamic String: Provides an interface to build a string. In the String Builder UI, lookups to lists and their specific fields can be added to the string, and then the string can be stored in a variable.

Check In Item: This action allows any item in a list to be checked in with a custom comment.

Check Out Item: With this action any list item can be checked out based on conditions being satisfied in the workflow. Filling in the field and value tells the code which item to check out.

Collect Data from a User: The action definition launches a Custom Task Wizard to help define the data to be collected from a user and includes custom form fields. Values submitted by the user are stored in the Tasks list and can be referenced later in the workflow. The workflow remains paused until the task is completed.

Copy List Item: Allows the user to specify a list item to copy to another list by defining the list, field, and value in the source.

Create List Item: Creates a new list item by defining which list and the values of the fields in the list. The Create New List Item UI also allows you to append a unique identifier to the end of the file name to deal with list items of the same name; otherwise, the item can be overwritten.

Delete Item: Provides for the selection of a list and item for deletion when the condition is met.

Discard Check Out Item: This option is used to terminate a Check Out on an item without initiating a Check In.

Do Calculation: This action is useful when you want to take the values of two list items and perform a calculation that outputs to a variable.

Log to History List: A custom message related to a workflow action can be logged to the workflow history list using this action.

Pause For Duration: This action pauses the workflow for a period of days, hours, and minutes specified.

Pause Until Date: An action that pauses the workflow until the date specified.

Send an Email: Send an e-mail with defined To, CC, Subject, Body, and variables.

Set Content Approval Status: This action sets the content approval status to Approved, Rejected, or Pending, and adds comments to go with the approval.

Set Field in Current Item: Changes the value of the field to the setting in the action.

Set Time Portion of Date/Time Field: This action configures the time portion of the specified Date/Time Field.

Set Workflow Variable: Allows the configuration of a workflow variable.

Stop Workflow: This action stops the workflow and posts a custom message to the workflow history log.

Update List Item: An action that updates any of the fields in a list item to the values specified.

Wait For Field Change in Current Item: Pauses a workflow until a specified field equals the value entered.