Add an Action to a Business Object

Business Object Actions allow you to define which Actions appear in the menu bar, Task Pane, and toolbar of a specific Business Object. For example:

  • Add a Reset Password One-Step™ Action to an Incident menu bar and/or Task Pane so that Users can quickly initiate the Action directly from an Incident record.
  • Define Actions that execute automatically when a record is saved, updated, or changes status (example: Send a follow-up e-mail when an Incident changes status).
  • Add Actions to link labels and buttons directly on Forms (example: Add a button to an Incident that launches a command to initiate a remote support session).

Many Actions are available in the OOTB Business Objects to facilitate working with records. Use these as-is, edit them, or add your own Actions.