Service Manager

Examples of Using Quick Actions

•Example: Creating a Quick Action Template

•Example: Creating a Report Quick Action

•Example: Working with the Export Data Quick Action

•Example: Using the Send Email Quick Action

•Example: Using the Clone Object Quick Action

•Example: Using the Update Object Quick Action

•Example: Using the Insert Child Object Quick Action

•Example: Using the Export to Microsoft Excel Quick Action

•Example: Using the Run for Child Quick Action

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•Example: Using the UI Action Quick Action to Open a Workflow

•Example: Using the UI Action Quick Action to Open Another Workspace

•Example: Using the Search and Link Quick Action

Example: Creating a Quick Action Template

A powerful use for a quick action involves creating a template, which is a record with several fields already completed by default. An example of such a template is the Desktop Application Failure template, used to create incident records when such failures are reported. You can create such a template as part of a form quick action.

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 business object for which to create a template. The Quick Actions Center appears.

3.Under the Create New Actions tab, click Template. The Template Preview page appears.

4.Enter information as needed in the following fields:

Create a Quick Action Template

Field	Description
Enter action Nnme	Enter Desktop Application Failure.
Enter action description	Enter template example.
Enter category	Select Templates from the drop-down menu. This category field merely groups the templates in different categories. It is not related to the service category.

5.From the Field Name drop-down list, select Service, then from the Field Value drop-down list, select Desktop Service.

6.Click the add icon to add a row.

7.From the Field Name drop-down list, select Category, then from the Field Value drop-down list, select Application Error.

Ensure that the Service field is above the Category field so that the list of items in the Category menu is constrained by the service. If you select category before you select a service, the list of items in the Category menu is not constrained to the selected service. Users get validation errors when they use this template. By selecting service first, you see only the categories that are associated with the selected service.

8.From the Actions Settings tab, set the following:

Field	Description
Publish to	Lists the roles that need access to this template.
Hide in UI	Leave this option unchecked to make this template available to the Service Manager user roles that you publish to.

9.Click Save. The quick action now appears on the list of quick actions.

Quick Action List