The DO statement is comprised of the actions that will occur when the automation is activated (WHEN statement) and the rules have been satisfied (Condition). These actions can include sending an email, moving an application to another stage, adding a label to an application, among others. The DO statement is the final piece required to complete the setup of an automation.
Actions cannot be selected unless the activation of the automation has been set as the actions available are dependent on the activation selected. An automation can perform multiple actions, but a minimum of one action must be provided in order to save your progress.
|Action||Actions to occur when the automation fires successfully.|
|Item||The specifics of the action that will be enforced. |
Examples: the label added to the application, the stage the application is moved to.
This field is not applicable to certain actions.
|Value||The value to be applied when the action occurs.|
This field is only applicable to custom field actions.
A dropdown menu is used to select the actions that the automation will perform. The menu is entered when the -- Select an action -- dropdown arrow or title is selected. This menu is similar to the menu used to set the activation of your automation and consists of a Source menu on the left and an Event menu on the right.
An automation must have a minimum of one action to perform when the activation and conditions are met. When building the automation an automation will need to be present before being able to save your WHEN statement or Conditions.
To add the first action:
To add additional actions:
The order of actions should be listed in the order the actions should occur. When an automation is activated and the conditions are validated, actions will commence starting with the action in position 1.
To provide an example of how this order can affect your process, assume the following actions are performed by a single automation and are listed in the following order:
The purpose of this automation is to update the application label to reflect that this is not the first application the applicant has submitted. With this order, the label is applied but then immediately removed. This means that the application is updated, but the label does not remain on the application. To resolve this the order should be listed as follows: