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Modifying actions for steps

Modify entry and exit actions for a step in a business process template when you want to change details about the activity plans, emails, field updates, service calls, or tasks that are triggered when the step begins.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To modify an entry or exit action for a step:

  1. Navigate to the Customize workspace.
  2. In the Business Processes tab, select the template in which you want to modify step actions.
  3. In the Steps subtab, select the step whose actions you want to modify.
  4. In the Entry Actions or Exit Actions tab, click the Action button for the entry or exit action that you want to modify, then select Edit.
    The Edit Action dialog opens.
  5. In the corresponding fields, make your desired changes to the entry action.
  6. Click OK.
    The Edit Action dialog closes.

The entry or exit action for the step is modified.

Activating business process templates