You can assign an action to a menu entry item if there is no need for the user to assign index fields. This applies to a workflow scenario where the user selects a file that does not require any indexing field information to be captured and submits the file directly to the server process. Files are processed and delivered to the route component in the workflow.

For every action you create, you are configuring a distinct workflow based on the selected process and route components.

If the workflow process requires index fields to be added to the stored document, you need to create a form.