Workflow Actions
Actions are automated operations to be performed with the documents when rule conditions are triggered. There are two types of workflow actions:
-
Generic actions available for any type of document. These are:
- Email Alert
- Migration
- Apply Additional Classification
-
Source-specific actions
The system executes workflow actions at the final stage of document processing.
Available Actions by Source
This table lists workflow actions available for the certain content source types.
| Content source type | Available actions |
|---|---|
| Exchange | Email Alert Migrate Document Apply Additional Classification Advanced Actions for Exchange*: delete email, move email |
| File System | Email Alert Migrate Document Apply Additional Classification Advanced Actions for File System*: update permissions, add/remove MIP label |
| Google Drive | Email Alert Migrate Document Apply Additional Classification |
| SharePoint | Email Alert Migrate Document Apply Additional Classification Advanced Actions for SharePoint*: send classification value, filtered targeted meta update, write/remove O365 label, copy/move document |
| SQL and other databases | Email Alert Migrate Document Apply Additional Classification |
* — these actions can be only configured using the Advanced UI dialog window.