System actions

System actions are a part of TAR.
TAR stands for: Tasks, Actions and Reminders (for more info: TAR).
Actions: an action comes out of a workflow rule. First you add a workflow rule, and subsequently you add an action.
Depending on the conditions (criteria rules) an action can be run semi-automatically or automatically.
To establish the conditions (the criteria rules) it's possible to choose many criteria, depending on what action you chose.
For instance: when you chose to define an action like 'order' (because you want to check wether your client accepts the order), then you can define:
- order date or
- order number or
- account 
You choose what is necessary in order to set the action. If you want the system to run the action on the date, then you define the date (from.....till......).
If you want to the system to run the action on the order number, then you define the number (or numbers, if you chose several orders) etc.
And depending on what conditions you define, the system will semi-automatically or automatically run the action.



 


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