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:
Select a type of Action in the drop-down list.
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||
Select the Ellipses button to open the Action Manager and select a different Action.
|Define Expressions for showing and enabling Actions|
Shows/hides the Action based on an Expression, and then define the Expression using one of the following options:
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.|