Workflow Steps
Action
An Action step performs an operation. You pick the action from a list and fill in the required fields.
Target tells Kanri which record to act on:
Workflow record — the record the current run is about. It is offered when the action
expects that record type.
Expression — a record ID supplied directly or through the reference picker, including
an ID returned by an earlier step.
For a create action, the editor shows that it creates a new record instead of asking
you to select an existing one.
Referencing data in fields:
When filling in an action’s fields, you can pull in values from the triggered record or from an earlier step’s output. Click the [$] button next to a field to open the data reference picker — it shows all available fields from the triggered record and any previous step outputs you can insert.
Continue on error:
This is off by default. When on, an action’s validation errors can be recorded and skipped so
the run continues, for example when no eligible recipient has the chosen contact method.
It does not ignore every kind of failure: missing references, unexpected processing errors,
and actions that require opening a browser page can still fail the run.
Run history marks runs with an Errors ignored badge when a step failed but the workflow continued. Open the run to see the failed step and its validation details.
Available actions:
See Available Actions Reference for the complete list.

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