Action Flow Template

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Description Learn how to build a reusable Action Flow template
Version as of 8.5
Application Customer Decision Hub
Capability/Industry Area Decisioning



Learn how to build a reusable Action Flow template.

Use case examples[edit]

It is useful to configure and use an Action Flow Template, also known as a Dynamic Template, that can be applied to many Actions across Business Issues and Groups. This will reduce effort and risk when configuring and maintaining the same Action Flow for many Actions.

Before you begin[edit]

For more information on creating Action Flow templates, see Defining Action Flows.

Create and apply an Action Flow Template[edit]

  1. Create a new Business Issue called "Action Flows"
  2. Add a Group called "Templates"
  3. Create an Action rule that defines the Action Flow template that you want to create, e.g. SalesOutboundTemplate.
    1. Set the Action availability to Never. This prevents the action from being decisioned by accident.
    2. Configure the Action Flow as desired, test it and perform the check-in.
  4. On the Action to be configured with the dynamic template, navigate to Action Flow and select Dynamic template.
    1. Select the relevant Action from ActionFlows/Templates.
    2. The Action is now configured with a reusable dynamic Action Flow.
Dynamic Template option location
Dynamic Template option location

Results[edit]

Actions are now configured with a reusable dynamic Action Flow that reduces effort and risk when configuring and maintaining the same Action Flow for many Actions.