Knowledge quiz

It's time to put what you've learned to the test, get 5 right to pass this unit.

Which of the following statements is true regarding default actions? Select all that apply.

There are three correct answers.

If an action type is used often for different statuses, select "use default settings".

Default actions are added to a workflow automatically when the workflow is created.

To allow users to use an action by default, select it to be a default action.

When you add an action in a workflow, you can select whether to use custom settings or default settings.

If you change a property for an action type in the "Settings for Default Actions" tab in the Workflow matrix, that change will be visible in all actions of that action type in the workflow which have the "use default settings" option selected.

What distinguishes the Create Case action from other workflow actions?

Choose the correct answer.

It allows multiple actions with no starting status.

It does not have a starting status and is required to initiate a workflow.

It requires form event scripts to function.

It can be created directly from the Form Designer interface.

What would be the result if actions that are not used are not removed from the workflow?

Choose the correct answer.

The actions will not appear to the users in the case, preventing users from performing required actions.

The actions will appear to the users in the case, but they will be greyed out.

The actions will not appear to the users in the case, but they will be available in the Additional Actions menu.

The actions will appear to the users in the case and may interfere with a smooth business process.

Which tool is typically used to create or modify the email body in a template?

Choose the correct answer.

A text editor or HTML editor.

The Workflow matrix.

The Notifications section of an action.

Placeholder tags.

How can you add a transition action in the workflow matrix?

Choose the correct answer.

Click on a cell where the starting status is in the row of that cell, and ending status is in the column of that cell.

Click on the Add New button in the Workflow Matrix page

Set the action type for the new action to be Transition Action

When defining email notifications in the Action Properties of the workflow, you:

There are two correct answers.

Must include the email subject and body.

Can choose 'default notifications', which means sending emails using the default email template for that action type.

Cannot disable sending notifications for that action.

Can choose to use custom email templates.

Need to select Notification Groups to define which people will receive those email notifications.