How to create sublist action group

  • If you have not already done so, open the existing workflow that contains the state where you want to create an action group in edit mode.
  • In the diagrammer, select the state and click the Edit icon on the State tab in the context panel.
  • Click New Sublist Group. The Sublist Action Group window appears with the Type field set to Sublist Action Group.
  • To make the group inactive, enable the Inactive property. The next time the workflow executes, the actions in the group do not execute. Inactive sublist action groups are dimmed in the context panel.
  • To enter a condition for the action group, use the Condition Builder or Formula Builder.
  • In the Parameters section of the Sublist Action Group window, the Items sublist is selected in the Sublist dropdown list.
  • Optionally, enter a schedule. The actions in the group execute on the schedule you enter after the record enters the state in the workflow.
  • Click Save. The new group appears in the list of actions for the state on the Actions subtab.

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