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Table of Contents

Summary

Actions are scripts that are triggered by back-end events associated with the provisioning of servers and/or transfer of data. The automation of these events, typically known as workflow, is useful for clients who want to automate a range of functions within the system.

The content below outlines the possible configuration of actions, depending on the internal business processes and requirements for your organization, these guidelines may or may not apply.

Note

Warning: API methods are not to be used in Actions as Action scripts directly reference internal objects. Please ask LogiSense for assistance if required here.

Overview

Each organization's structure and requirements for actions is unique. Because actions are prompted by specific events, organizations can use actions to automate both provisioning and data-related functions. Therefore, thinking what is possible from a business-process related perspective will provide technically-savvy organizations the ability to apply a range of technical solutions to business scenarios via actions.

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  • Payment Terms

  • Provisioning of Servers

  • Workflows

Viewing Actions

  1. Click the Click Setup tab

  2. Select Actions

  3. A list of actions that are in the system will be listed here

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Unlike other profile questions, which are used to gather additional information about a particular service or account, action profile questions work in conjunction with the action script(s) they are attached to. For example, if you have a script that will charge a late fee it is handy to have the rate that will be charged easily configurable within a profile question. 

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Adding a Profile Question to an Action

  1. Load the Setup tab page

  2. Select Actions

  3. Click on the Name of an existing Action in the table to edit it

    List of ActionsImage RemovedImage Added

4. On the Action edit page scroll down to the Components section and click the Add button

5. Select Profile Question and populate the question details (see the article Profile Questions – Configuring if you are unfamiliar with setting up Profile Questions)

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The Action profile questions will prompt for an answer when you invoke the action, for example when you add a Payment Term or Payment Retry Term with an action of 'Charge Late Fee'.

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The workflow system allows for the creation of complex sequences of actions. For more information see the article: EngageIP Billing Workflow Engine Overviewarticles under the Actions and Workflows section.