To create action requests for business classes

  1. In the Infor Rich Client, access the Configuration Console.
  2. Select Business Classes and, if a business class configuration does not already exist for the business class you want to create an action request for, create a new configuration and select User Action Request for the Configuration Type. If the business class configuration already exists, expand the business class, and select User Request Actions.
  3. In the right pane, define the action request.
    Request Action Name

    Specify name for the action request (do not use spaces). Be sure to follow your configurations naming conventions and prefix the name with a code such as ZZZ, Usr, or characters that represent your company name (for example, ACM for Acme Co).

    Default Label

    Specify the label the user will see. You can add translated labels by clicking the globe icon and defining Locale Translations.

    In State

    The state the record to be acted upon must be in for the action request to apply. (This field is only present for business classes that define states.)

    Action Type

    Select the action type.

    Valid When

    Optionally, define when the action request is valid. The possible value for this field vary by business class. You can also use the Negate check box to reverse the value.

    Invoke Create Action

    If the business class has multiple types of create actions, select the one for this action request. (This field is only valid if you selected Create as the Action Type.)

    Subject

    The business subject the action extension applies to. The business subject determines which action reasons are available for the action. It is recommended that if you are creating your own action request, that you link it to a business subject that you have defined in the Configuration Console and with which you have associated action reasons. For information on adding business subjects, see Adding Business Subjects for a Data Area.

    Process Flow Service

    Select the process flow service for the action request (required). For example, you could select a custom process flow service that you want your action request to use.

    Web App

    Select the web application to be associated with the action request. This should be a web application the users of this action request have access to. It is used for link-back purposes from the process.

    Action Requirements

    Select any of the requirements you want the action request to have: Effective Date Required, Reason Code Required, Action Comment Required.

    Parameters

    Click the Add Parameters to add at least one parameter.

  4. Click the Next button at the top of the right pane.
  5. On the second action request definition window, select at least one role to associate with this action request. This role associates the new action request with security. If you assign no role, no users will have access to the action defined in the action request.
  6. Click Save at the top of the right pane.

    A confirmation message displays with the name of the security class created and the access rights granted. You can change these values by editing the security class in Configuration Console for security. Note you must have appropriate roles assigned to your user in order to edit security classes.

  7. Make any configuration changes you want to the form that is created for this action request. The form that is created is named in the format actionRequestName_implicit_action_form. To configure this form, follow the standard steps for configuring a business class form. When you select the form to configure, the ones for action requests and extensions will be grouped at the end of the drop-down list.