About Actions

You can define an action that executes when an initiating item is transitioned from one state to another in your workflow.

The following table describes the action types.
Action Type Description
Transition Causes a transition to be executed when the workflow reaches a transition or state on which the action is defined.

For example, you could use a transition action to transition the subtasks for an item based on the value of a Binary/Trinary or Single Selection field.

For more information, see Transition Action Tutorials.

Trigger A trigger action can automatically transition associated primary items as they move through a workflow. Associated items can be relational field selections, principal or subtask relationships, or item link attachments.

For example, you could have two items that are related but stored in separate projects. The two items can be linked to each other and transitioned together as they move through the workflow. When one item is transitioned, any other items that are linked to the current item are also transitioned.

Script Causes a script to be run when the workflow reaches a transition or state on which the action is defined.

For example, you could have a script that copies the value of a Title field to a Description field when a Submit transition is executed.

Web Service Causes a Web service to be invoked when the workflow reaches a transition or state on which the action is defined.

For example, you could use a Web service operation to create items in an auxiliary table when the workflow reaches a transition or state on which the action is defined.

Orchestration Workflow Causes an orchestration workflow to be invoked when the workflow reaches a transition or state on which an action is defined.

For example, you could invoke an orchestration workflow that creates a set of items based on the values a user selects from a Multi-Relational field. The action is defined on the transition that is executed after the user selects the items.

Restriction: Do not use "transition", "continue executing (asynchronous) orchestration workflow," or "trigger" action types on an incoming transition to a decision.