Workflow Actions

Actions are automated operation to be performed with the documents when rule conditions are triggered. There are two types of workflow actions:

Workflow actions are executed at the final stage of the 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.