Adding an Action to a Process File

You can add any number of actions to your process file.

ClosedTo add an action to a process file

  1. Open the process file that you want.

  2. In the Process Builder Main window, click the Create tab to display the Create view.

  3. Add the action that you want by using one of the following methods:

  4. Click the new action in the left navigation pane to display the action's properties tabs, and then configure the action's properties.