Edit a Workflow Action

To make changes to a workflow action, edit it by doing the following:

Accessing the Edit Workflow Action Dialog

Click on the Edit Workflow Action task icon located on the same row as the workflow action to edit.

The Edit Workflow Action dialog opens.

Editing a Workflow Action

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

  1. Change the workflow action name by replacing the text in the Name field.
  2. Keep the Browser Pop option selected 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. If needed, change the ID name for the window in the Window Name field. (Limited to 40 characters.)
  5. If needed, change the browser URL in 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. Change the workflow action name by replacing the text in the Name field.
  2. Keep the HTTP Request option selected 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. Change the content type by replacing the text in 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. Change the URL by replacing the text in the URL field. This URL is used for making the request. You can also click the Tag icon to select from a list of variables to add.
  2. Change the body for the request by replacing the text in 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