Define Available Actions for Business Objects Linked to Emails
In addition to creating and updating records, you can arbitrarily make other functionality available to execute against a linked record. For example, you can configure an Action to add a new Task to the record (as a reminder to follow up), or to assign the record.
Actions can do anything allowed by One-Step Actions. These Actions are shown as a drop-down list in the Cherwell Outlook Add-In.
Add, delete, or reorder Actions available for the linked Business Object (specified in the Objects page of the Configure Outlook Integration window). The Actions specified here show up on the Actions drop-down list within the Cherwell Outlook Add-In.
To define available actions for Business Objects linked to emails:
Add |
Select a type of Action in the drop-down list.
Note: When this option is selected, the
One-Step Action Manager opens, and select an existing
One-Step Action or
create a new one.
|
Delete | Removes the currently selected Action. |
Up/Down Arrows | Moves Actions up or down in the list (this is how they appear on the drop-down list within the Outlook Add-In). |
New Action General Options |
Tip: Select the Ellipses button to open the
Action Manager and select a different Action.
|
Define Expressions for showing and enabling Actions | |
Visible |
Shows/hides the Action based on an Expression, and then define the Expression using one of the following options:
|
Enabled |
Enables/disables the Action based on an Expression, and then define the Expression using one of the following options:
|
Begin Group | Shows a horizontal line before the menu item, separating it from other Actions. |