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Workflow state actions

Use the Actions tab of the State Properties dialog to specify what happens when an object is moved to a specific workflow state. To open the dialog, see instructions on editing states.

Click on different parts of the screenshot below for a description of the settings.

Set permissions, Delete, and Mark for archivingSend notification and Set propertiesConvert to PDF formatRun scriptAssign to userCreate separate assignments
The actions are done in this order:
  1. Mark for archiving
  2. Assign to user
  3. Create separate assignments
  4. Send notification
  5. Set properties
  6. Convert to PDF format
  7. Set permissions
  8. Run script
  9. Delete
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Last updated 12/2025
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