Create a Workflow Action

If a new workflow action is needed, you can create it within the Finesse Workflow tool.

Accessing the Create New Workflow Action Dialog

Access the New Workflow Action dialog by doing the following:

  1. Click the Actions button .
  2. Select the Create New Workflow Action option.

The Create New Workflow Action dialog opens.

Adding a New Workflow Action

There are two types of workflow actions. Click on one of the corresponding titles below for specific instructions on adding the type of workflow action you need:

  1. Enter a name for the workflow action into the Name field.
  2. Select Browser Pop by clicking on the Type drop-down list.
  3. Click the Handled By drop-down menu and select either Finesse Desktop to execute the action, or Other to use a third-party gadget.
  4. Enter the ID name for the window in the Window Name field. (Limited to 40 characters.)
  5. Enter a browser URL into the Browser URL field. You can also click the Tag icon to select from a list of variables to add.
  6. View the preview below the Preview section.
  7. Use the Sample Data section to test any variables added to the browser URL. Click the Open button to open the URL in your browser.
  8. Click the Save button to save the workflow action, or click the Cancel button to cancel the operation.

  1. Enter a name for the workflow action into the Name field.
  2. Select HTTP Request by clicking on the Type drop-down list.
  3. Click the Handled By drop-down menu and select either Finesse Desktop to execute the action, or Other to use a third-party gadget.
  4. Select either PUT or POST by clicking on the Method drop-down list.
  5. Select a location from the Location drop-down list.

NOTE:

If the HTTP request is for the Finesse API, select the Finesse option. If the request is for another API, select Other.

  1. Enter the content type into the Content Type field.

NOTE:

Finesse APIs use the default content type application/xml. If another API is used, enter the content type for that specific API.

  1. Enter the URL to use for making the request into the URL field. You can also click the Tag icon to select from a list of variables to add.
  2. Enter text for the request into the Body field. You can also click the Tag icon to select from a list of variables to add.

NOTE:

The body text entered into the Body field must match the content type.

  1. View the preview below the Preview section.
  2. Use the Sample Data section to test any variables added to the URL or body.
  3. Click the Save button to save the workflow action, or click the Cancel button to cancel the operation.

See Also