Configuring Void Actions

The Void Action closes a record and no longer ties it to metrics with active records. The void action is similar to the delete action; however, the record remains in the system for traceability purposes and to avoid skipped numbers in quality systems. Void Actions can be configured for the following tools:

• Initiating Form - On Submission
• Action Phase - On Exit
• Phase - On Exit
  
  

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow or open an existing workflow.
3. On the design canvas, left click to highlight the Initiating Form, Action Phase, or Phase object.

4. Click the On Submission or On Exit tab in the Properties panel.
   Result: The Validation Rules/Actions window is displayed.
5. Click the Add Action drop down button and select the Close action option.
   Result: The Action window is displayed.

6. Enter the information in the following fields:
   

Field	Definition
Name	Enter the name of the action (for example, Close Case).
Rule	Associate a rule with the action, an example of which would be, if the action needs to be executed conditionally based on the result of the rule.
Entity Phase	Enter the value to set the workflow phase to as a result of the action.
Entity Status	Enter the value to set the workflow status to as a result of the action.
Successful Message	Enter the message to display to the end user upon successful completion of the action.

7. Click the OK button to save the action.