How do I add an action to a form in a policy?

Last updated: November 5, 2026

Add an action to a form in a policy so the next step — like handing the employer's part of an I-9 to the right person — happens on its own. If the same step should apply to a form across several policies, or to several forms, use an automation instead (see 📄 Understanding automations).

Before you start

Steps

Take an account where an HR coordinator completes Section 2 of the I-9 for every candidate. Here's how to have the policy hand them the task as soon as the candidate finishes Section 1.

  1. Open Policies and click the policy.

  2. In Forms, click the form to expand it.

    You'll see its Conditions and Actions.

  1. Click Add action.

    The Add action panel opens, with the form already filled in under Apply to form.

  2. Under When, choose Employer's turn.

    The line under it reads "when the next action moves to the employer".

  3. (Optional) To run the action only for some placements, click Add condition and build the rule, the same way as a policy rule — for example, on job.address.state.

  4. Under Action, choose Assign Task, then choose who the task goes to.

The Add action panel with When set to Employer's turn, Action set to Assign Task, and the HR Coordinators group selected

  1. Click Save.

    The form now shows 1 action, with Assign Task listed under Employer's turn.

Changing what an action does, or removing it, only affects forms the policy assigns after you save. Forms it has already assigned keep running the action they started with.

What you can choose

When the action runs:

  • Task created — when the task is created.

  • Employee's turn — when the next action moves to the candidate.

  • Employer's turn — when the next action moves to your team.

  • Task completed — when the task is completed.

  • Task expired — when the task expires.

  • Custom condition — when a condition you set is met.

What the Action does:

  • Assign Task — assigns the task to a person or a group on your team.

  • Send Email — emails the candidate or any address you enter.

  • Send SMS — texts a phone number you enter or map from the task.

  • Create Task — starts a task for another form.

  • Create Suggested Task — adds another form to the placement's requirements. Check Also create task immediately to start it right away.

  • Create Onboarding Link — creates an onboarding link for the task, with the same choices as in the dashboard: link type, assignee, language, redirect, theme and one-time passcode.

  • Set Task Expiration — sets when a task expires.

  • HTTP Request — sends data to another system.

  • Count Placements — counts the candidate's open placements linked to the task. It needs no setup.

The panel has two tabs. Everything above happens on Define action. Already built an automation for this? Open Link automation and click the automation in the list to attach it instead.

Verify

Create a test placement that matches the policy, then complete Section 1 of the I-9 as the candidate. The I-9 is now assigned to the person you picked.

If it isn't, check:

  • The policy is enabled. A disabled policy doesn't assign forms, so their actions never run.

  • The action sits on the right form, under the right When.

  • Any condition you added matches what's stored exactly — case included.

  • The placement was created after you saved the action.

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