Configuring Evaluate Workflow Actions

System Tasks are tasks that are not embedded in the workflow as a specific step and are called to action only based on certain decisions made throughout the actual workflow. System tasks are located under the Task Library section of the workflow (outside the actual flow diagram). For example, if it is determined by the user or field entry values that a complaint record should automatically be created off of a Case record, the Evaluate System Task Action can automatically call the Create Complaint task and create the Complaint. Evaluate System Task Actions can be configured for any of the tools with the exception of Initiating Forms.

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 tool object.

4. Click the On Submission, On Route, On Entryor 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 Evaluate System Task 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.
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.
System Task	Select the System Task to be applied to 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.