Service Manager powered by HEAT

Adding a Quick Action Button to the Workspace Toolbar

You can add a quick action button to the business object form toolbar for a quick action you create. .

The default buttons (New, Delete, Refresh and Action Menu) are not quick action buttons. You cannot delete or select them while in quick action configuration mode (as indicated by the lock button).

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Click Add/Edit for a business object. The Quick Actions Center appears.

3.Open a quick action from either the Your Actions or the Create New Actions tab. The system displays the configuration interface.

4.Click Edit.

5.On the right side, under the Action Settings tab, check Show as toolbar button.

Show as Button on Toolbar

6.Click Save. The quick action is now a button on the toolbar.

7.Drag and drop the button along the toolbar to place it.

8.To remove the quick action button from the toolbar, drag it off the toolbar onto the main part of the page. The button is now gone, but the quick action still resides under the Your Actions tab.