Common Action Fields

This section describes the parameters used when creating, duplicating, or editing an action.

Action Fields

Action Settings Tab

For information about the Insert a Field and Insert a Function tabs, see Using Actions.

Action Fields

Each action template has different fields, but they all have the following:

Field

Description

Enter action name

A unique name for this action.

 

NOTE: Actions with duplicate names produce unexpected results. The application only runs the first action of the same name that it encounters.

Enter action description

Contains a description for this action.

Enter category

Activates the drop-down menu that contains the action categories. Saves the action to this folder.

Action Settings Tab

Field

Description

Apply Action To

 

(Only shown for the Send Email action) Determines the object or child to which the action applies. See Example: Using the Send Email Action.

Plain Text (Only shown for the Send Email action) Sends the email in plain text (as opposed to HTML or formatted text).

Publish to

Activates the drop-down menu that contains the roles to which to publish this action. The application saves the action to the roles you select, as well as to the administrator and action owner roles.

UI Options

Determines which of the following options users have:

Show as toolbar button: Creates a button on the toolbar that performs this action.

Hide in UI: Removes this action from the Action Menu.

Auto-save

Automatically saves changes when the action is run in form context.

Hide in UI when

Hide this action under certain circumstances.  Enter the appropriate expression.

Disable in UI when

Disables this action under certain circumstances.  Enter the appropriate expression.

Confirm before run

Prompts you to confirm before running the action.

Confirmation prompt

Contains the confirmation message.