Service Manager powered by HEAT

Example: Using the Insert Child Object Quick Action

You can use the Insert Child Object quick action to create a child business object for a business object. For example, you can define a quick action to create a new task business object each time a change is set to logged.

See Service Manager powered by HEAT.

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 the Change business object. The Quick Actions Center appears.

3.Click the Create New Actions tab.

4.Click Insert Child Object. The Insert Child Object configuration page appears.

5.Enter information into the fields.

Field	Description
Enter action name	A unique name for this quick action.
Enter action description	An optional description.
Enter category	The category. Select from the drop-down list.
Publish to	The roles that need access to this quick action.
Child Object	The child business object. Select from the list. Fields from the task form appear as selections under the field name rows.
Web UI parameters	Generally for internal use only.   Only used to post the child business object to the Social Board. This field takes only one expression: {socialshare:true, elementId: $(elementId)}.   For example, in the Incident business object, this field is used in the Post Social Message Associated with Incident quick action (see Service Manager powered by HEAT).

6.Enter information into the fields to set the default values to appear in the default task.

For example:

Field	Value
Field Name	Choose Status.
Field Value	Choose Archived.

7.Click Add. In the new line, enter:

Field	Value
Field Name	Choose Summary.
Field Value	Enter New Task for $(ChangeNumber).

8.Click Add. In the new line, enter:

Field	Value
Field Name	Choose Owner Team to assign the new task to a team.
Field Value	Choose a team from the drop-down list.

9.Click Add. In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Last Modified By field.
Field Value	Enter $(CurrentLoginId()).

10.Click Add. In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Modified On field.
Field Value	Enter $(CurrentDateTime()).

11.Click Save.