Defining Actions 
An action is a specific task a user performs when completing a step of a business process flow. You can assign actions to steps that do not have substeps, substeps themselves, and steps that require custom review by a participant.
Note
Since the BPF current view takes precedence over any dimension locks in a workbook, we recommend that the BPF actions do not reference workbooks that have locked dimensions. This prevents confusion about which dimension and member combination is being used.
Another reason for this is that the BPF current view is applied only on the active sheet. If the person performing the action opens another sheet in the same workbook, the BPF current view is not transferred, and any dimensions locked in the worksheet apply. Therefore, if you want to apply a BPF current view to nonactivated sheets (that is, not the initially opened sheet), do not reference a workbook with locked dimensions.
If you want to use the same current view across the workbook (and not the BPF current view), you can use the 'Override current view settings' option in the Workbook Options dialog box (see Workbook Options). The workbook current view settings impact the entire workbook's current view, but do not prevent users from manually changing their current view.
Note that any locked dimensions not specified in the BPF current view are still locked in the opened worksheet. For example, if the BPF region uses Entity, Category, and Time, and the Entity and Category dimensions are locked in the workbook, the Entity and Category members are taken from the BPF, and the Time member is taken from the worksheet.
Example
An action can be any user-authorized task, for example, opening a schedule or publishing a report.
From Define Actions, choose a step or substep.
The name of the step or substep appears as the default action name. Add additional names or modify the name to be displayed if desired. The first action in the list is the one that displays when the user selects the action.
Associate a BPC interface and task with the action, entering valid parameters for the specified interface or task.
Associate an application with the action and specify the source of the values for each dimension.
Save the action, then define actions for additional steps and substeps as required.
Finish the BPF by reviewing the BPF and enabling it for use (see Finishing BPFs).