JonnyGar Member since 2009 91 posts
BNY Mellon
Posted: 5 years ago
Last activity: 5 years 5 months ago

Action codes / history

Unanswered question from PDN last June...

We have a list of 100+ enterprise action codes (e.g., CREA for Create, COMP for Complete, etc), which we figure we would map to flow actions. We'd like to record when these actions are taken. It seems like we'd need a table to map rule names to action codes -- and also, try to ensure that the same activity is called each time following flow action processing.

Ideally, we'd simply like to replace the traditional History-Add call (which includes a narrative message), with one that uses our own action code. (Username, action code, timestamp -- from there we could generate the desired narrative message ("Jon completed the case at 4/10 8:46am")

It would be easier for us to manage if we could record this in the FlowAction rule. We could use the custom fields, but I'm not sure if they are stored anywhere on the clipboard through flow processing.

***Updated by moderator: Marissa to close post***
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