Work Flow Action (M)

The Work Flow Action page contains editable details about a specific action that is triggered during a Work Flow.

Navigate to the Work Flow Action page by following the steps below:

  • Step 1: Click on Settings in the left hand navigation panel.

  • Step 2: Click Work Flows in the Payment Settings section.

  • Step 3: Locate the specific work flow in the Saved Work Flow table, and click any information in the row to open the Work Flow page.

  • Step 4: Locate the specific action in the Actions table, and click any information to open the Work Flow Action page.

View of the Work Flow Action page, including the Action Details section and the edit icon.

Work Flow Action Features

Work Flow Action Details

The Work Flow Action Details section contains a list of details about the action, including the following information:

Work Flow Action Details Field Name

Description

Work Flow Action Details Field Name

Description

ID

The Payrix-generated ID number associated with the action.

Created

The date that the action was created.

Login

The Payrix-generated ID number associated with the user that created the work flow.

Work Flow

The Payrix-generated ID number associated with the work flow.

Group

The group of users that the action is applied to when the work flow is triggered.

Action

A description of the type of action.

To edit information in the Work Flow Action Details section, click the PENCIL icon in the upper right hand corner of the section. Edit information related to the action, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes.

Related Pages:

Click the links below to access any of the following pages: