When you design a workflow, you set it to create and update records in Salesforce. That's when you need to use the Question actions, or actions in the Workflow settings
General concept
Basics
Each workflow creates/updates a record in Salesforce : the Main Action
Actions can also be used to create additional records, possibly in different objects like tasks or events
Fields of these records are updated using Question actions or if automated, then Workflow actions
Each question must have a Salesforce action and Target defined
Automation
Before creating actions you should be aware of several automations that already exist to simplify your work.
The updating of contact/lead standard fields (everything captured from the business card) is already set when you use the business card scanner or camera component.
Zero Keyboard tries automatically to link objects between them.
Example: if your link record is a contact and you create a task in the same workflow, the task will be linked to the contact without any setting needed.If a workflow is called from a particular record (note of an event, call logging of a contact) the created record will be linked to this original record if it a standard object.
Question actions settings
To define an action you need to set several mandatory values:
Action
Create : will create a record of the selected object (see below). If set on a question it will do it whatever the answer (even no answer) except if the component used is Signal or numpad.
Update : will let you update a field of the link record, a record created through an action, the original record you started the workflow from.
Lookup : When you want to search for a record of another object inside the workflow
Object
Choose the object that should be the target of the action
Field
If your action is an update choose which field to update
Value (update action only)
on workflow level actions : you have to set manually the value. This value can be fix or dynamic.
on question level actions the value is automatically set: it's the answer to the question.
Target (update action only)
Object in main action has to be used if you update the main record created/updated by the workflow.
Object not in main action is to be used when you update a field of a record created by another action.
All objects is only used if you create/update 2 records in the same object and want them to share an identical value.
Example: You create 2 tasks, what happened and what is to be done, but you link both tasks to the same opportunity.Question : this option is only available if there's a question with a search component, and if the object of the action is the same as the one set in the other question.
Example: in the first question you ask the user to select a question, and in the following question you update a field of the record selected in the first question.