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To configure an action,

  1. Add stream item micro-actions to a stream.
  2. Create an action and add stream item actions to itrefer to some micro-actions.
  3. For each stream item micro-action, set the rule to control whether or not the micro-action will run.

You can optionally configure

  • the contexts in which the action will or will not run using context parameters
  • a prompt to confirm the user wants to run the action
  • something about uploading a file
  • that PhixFlow checks the conditions to allow the action to run are met (validation)
  • a task plan that will run after the stream item action runsmicro-actions
  • any dashboards to open or close when the action completes
  • a message to display after the action completes, for example with errors and warnings

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