What is a workflow action?

In the context of e-discovery and Relativity, a workflow is a sequence of tasks designed to process data from collection to production. A workflow action is a specific, defined task performed on the data as part of this larger process. Examples include running a search, applying a tag, or assigning a batch of documents for review. Therefore, a workflow action's primary purpose is to define a discrete task that needs to be performed to move the workflow forward.

B. Starts workflow: This is a trigger or an initiating event, not the action or task performed within the workflow itself.

C. Deletes users: While deleting a user could theoretically be an action within a highly specific administrative workflow, it does not define the general concept of a workflow action.

D. Creates backups: Creating a backup is a system maintenance task. It is not a typical action within a standard document review or case management workflow.

- Relativity. (n.d.). Workflows. Relativity Documentation. Retrieved from the RelativityOne documentation portal. This section describes workflows as a series of steps or tasks, where each step is an action performed on the data.

- Relativity. (n.d.). Basic concepts of running a script. Relativity Documentation. Retrieved from the RelativityOne documentation portal. Scripts are used to perform custom actions, illustrating how an "action" is a defined task within a larger process.