Workflow Actions

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Workflow Actions

What Actions to Execute for this Workflow

Legacy Workflow: New actions are created by selecting the desired action from 'New Action' button dropdown. Selected action window will open for configuring action settings. Existing actions can be edited by clicking the pencil icon,  and deleted by clicking the 'x' icon in the Actions column. To change the sequence of actions, hold the action and move it up or down. Actions will be executed in sequential order.

All actions in Legacy workflow

Legacy Actions

 

Designer Workflow:

Designer Actions

 

You can have one or more actions on the same triggering event. Click on the link of action provided below for a detailed explanation of how to configure it.

1.Add List Item -  this action will create one or more items in any list in the current site collection.

2.Update List Item - this action will update one or more items.

3.Delete List Item - this action will delete one or more items.

4.Send Mail - this action will send an email using an email template you have created.

5.Move Item - this action with move an item from one list to another.

6.Query List - this action will retrieve an item or item collection from a list so that it can be used by subsequent actions in the workflow..

7.WF Variable (deprecated) - this action will allow you to store data into a variable that can be used by subsequent actions in the workflow.

8.Manage Permissions - If the item is inheriting permissions from parent folder or list, this action will stop this inheritance and allow you to create unique permissions for the item.

9.Invoke Workflow - this action runs a SharePoint or Power Automate workflow

10.Invoke Web Service - this action allows you to invoke a web service by using the standard functions of that web service

11.Invoke Azure Function - this action allows you to invoke an Azure function written on your Azure tenant

12. Parse CSV - reads in a CSV file and populates a list

13.Microsoft Teams Actions - a set of actions for interacting with Microsoft Teams

a.Create a Teams Channel

b.Send Mail to a Teams Channel

c.Post an adaptive card

14. Generate Document -  this action allows you to generate a document in document library using Word and Excel templates

15. Create Meeting - This action is used to create team meetings

16. Calculate Embeddings

17. Docusign - It allows users to securely sign, send and manage documents online, eliminating the need for physical work.

18. Backup Item -  this action creates a backup of item column values, attachment files, version history and any associated items.