Configure Action Rules

Process designers can control the system actions that assignees can perform on a task. Use this functionality when you want to control end-user behavior to prevent confusions or deviations from an intended business flow. For example, you can prevent an assignee from reassigning the task. Process designers can also define custom actions for the user to perform and also enforce that the user provides a comment while performing a custom action. Comments on the custom action allows users to understand the context or the reason why a particular action was taken.

By default, all the predefined system actions are enabled. Users with Manage permissions can always access all the predefined system actions. You can't restrict any system action to a user with Manage permissions.

To configure an action rule in a structured or dynamic process:

  1. Select the human task activity in the structured process, and open its Properties pane.
  2. In the Properties pane, scroll to the Actions section.
  3. To configure custom actions, in the Custom actions field, enter one or more custom actions as per the requirement. For example, you can type Submit, Reject, or Approve as the custom actions.
  4. To enforce \comments for the custom actions, in the Mandate comments on action field, select the custom action for which you want to enforce a comment.
  5. In the System actions field, by default the following actions are selected:
    • Escalate
    • Reassign
    • Release
    • Withdraw
    • Request Info

    You can retain the required system actions and remove the unwanted actions.