You can directly assign an action to a menu entry item, if there is no need to assign index fields by the SendMe application user. This applies to a workflow scenario where the user selects a file that does not require any indexing field information to be captured and applies the file directly in to the workflow process. Depending on the process components and the route component selected, the files is processed and stored in the designated route component.

For every action you create, you are configuring a distinct workflow treatment based on the process components and route component that you select.

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