Activity Documentation

This is a list of all the activities in Workflow Elements, along with some example use cases, as well as each activities input and output parameters.

• Assign – Get Owner by Query
• Audit – Get Last Update
• Audit – Get Recent Updates
• Date – Add or Subtract
• Date – Build Date From Parts
• Date – Convert to Custom Text
• Date – Get Date Components
• Documents – Rename File
• Emails – Add Recipients from Query
• Emails – Attach Multiple Documents
• Emails – Send a Draft Email
• Math – Analyze Data Set
• Math – Determine Ratio
• Query – Get Results
• Query – Run Workflow on Results
• Relationship – Associate From Query
• Relationship – Disassociate All
• Sales – Add Line Item
• Sales – Convert Order to Invoice
• Sales – Convert Quote (Won) to Order
• Sales – Remove Line Items
• Workflow – Get Metadata