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Adding and Modifying Actions for States

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This content is no longer actively maintained. It is provided as is, for anyone who may still be using these technologies, with no warranties or claims of accuracy with regard to the most recent product version or service release.

After creating a workflow process and adding states, you can add additional actions to these states, such as Delete or Edit, and add transition actions to connect the new state to existing states in your diagram.

The workflow diagram can be used to do the following:

  • Add an Action

  • Add a Transition

  • Modify an Action

  • Allow Actions to Occur Offline

Adding an Action

A transition is really just a special kind of action. So, the Add Workflow Action dialog box is used to create both transition actions and regular actions.

When you create a transition, you specify an action name and a next state. This creates a transition action.

When you create a new action, you specify an action name and an action type, by selecting from the options in the dialog box. For more information on action types, see Workflow Action Types.

To add an action

  1. Open your team solution in the Access Workflow Designer. For details, see Accessing Access Workflow Designer Tools.

  2. In the Object List, expand Workflow Processes by clicking the plus (+) sign.

  3. Select a workflow process from the list to display the workflow diagram.

  4. On the workflow diagram, right-click the state, and select Add Action.

  5. In the Add Workflow Action dialog box, specify a name for the action in the Action name box.

  6. For a regular action, select the type of action from the options shown. For more information about the different types of actions, see Workflow Actions.

    -or-

    For a transition action, identify the state in the Next state box to which you want to connect.

  7. Click OK.

  8. Repeat these steps as necessary to create actions for the selected state.

Modifying an Action

You can add events to an action and change the names for the action and its procedures. Actions are represented in the diagram by lines. Select a line to modify its properties.

To modify an existing action

  1. On the workflow diagram, click the line for the action you want to modify.

  2. In the Add Workflow Action dialog box, modify the action as required.

    To Do this
    Change the name of the action Modify the name in the Name box
    Change the validation or action script procedure Click the drop-down list under these events

  3. Click Save to save your changes.

Allowing Actions to Occur Offline

If your offline publication uses the table that has a workflow process applied, you usually want to make it possible for the actions to work while offline as well.

**Caution   **Because a user who is working offline is likely to be the offline database owner (dbo) on the offline computer, only enable this option for actions and script you want the user to see.

To specify whether an action can be performed offline

  1. On the workflow diagram, click the line for the action you want to modify.

  2. Select the This action can be performed offline box.

  3. Click Save.