Rule actions
You can specify four different types of actions that
are performed when the criteria for a rule is met. For each action, you
specify whether to perform the action immediately or at a certain date and
time.
Rule actions that specify immediate execution are performed in
the order that you define. You can use the Up
and Down 
buttons to reorder
actions. If an action is dependent on another action to be completed
first, consider this dependency when you order actions. The order of
actions does not affect time-based actions.
You can specify the
following types of actions:
- Create Activity Plan
- Creates an activity plan from the template that you specify. You can assign the activity plan to the user who invoked the action, to a coverage role, or a specific user name. You can also associate the contact from the target object or a specific contact for the activity plan.
- Create Task
- Creates a task from the activity template that you specify. You can assign the task to the user who invoked the action, to a coverage role, a specific user name, or a work queue. You can also associate the contact from the target object or a specific contact for the task.
- Send Notification
- Sends a notification to alert users to changes to relevant information in NexJ CRM. You can also add quick responses to notifications, which enable users to perform an action on the record associated with a notification.
- Update Field
- Updates a field to a specific value. You can select the field and define the field value to update.
Note: You can add a maximum of 100 actions for a given rule.
The system will ignore actions beyond the allowed limit. Performance may
be affected if too many actions are created.