Managing Scoping Actions

Scoping actions enable you to define actions to run according to the responses in a scoping session. The relevant actions run when an estimate is created from a scoping session. You can also add conditions to actions so that they only run when the specified criteria is met.

For example, if an estimator's response to a requirement indicates that training is not required, an action can be created to remove the role requests for trainers from the estimate that's created.

To manage scoping actions directly from a Scoping Requirement Set record page, follow the steps below:

1. Go to the Setup tab.
2. Click Manage Actions from under a response.
3. In the Manage Actions window, click Add Action.
4. Select an action type.
5. Select a target object or flow. This depends on the action type you have selected.
6. Select a target field. The fields displayed are from the selected target object.
7. [Optional] Add one or more action conditions to your scoping action.
8. Click Apply.

Notes:

• You can delete actions or action conditions by clicking .
• You can edit action conditions in the Manage Actions modal.
• You can reorder your actions by dragging and dropping them.

To add an action condition to your scoping action:

1. Click Add Action Condition.
2. Select a field.
3. Select an operator.
4. Select a value.

Note:

A preview of the records affected by the action conditions is displayed after the conditions have been applied.

For more information, see Creating a Scoping Action.