To customize existing actions

  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 customize the action for, create a new configuration and select User Action Extension for the Configuration Type. If the business class configuration already exists, expand the business class, and select User Action Extensions.
  3. In the Create New Configuration window, select the action you want to base your new action on, and click OK.
  4. In the right pane, define the action.
    Action Name

    Specify the name for the action extension (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).

    Base Action

    The action the action extension is based on (read-only).

    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 extension to apply. (This field is only present for business classes that define states.)

    Action Type

    The action type for the base action (read-only).

    Subject

    The business subject the action extension applies to. The business subject determines which action reasons are available for the action.

    Based on Form

    Choose a form to base the new form on, or default for default behavior.

    If you specify a form to copy, a new form is created specifically for the new action that looks exactly like the form it was based on. You can then configure the new form. Your configurations do not affect the original form. The original base action continues to use any form it previously used. The new form is named in the format UA<UserActionName>. If you originally created a form based on another, then delete that User Form, it will fall back to an implicit form.

    If you select default, an implicit form is created. The form that is created is named in the format ActionName DefaultFormName_implicit_action_form.

    For non-parameter instance actions, there is no form and there is no option to create one.

    Action Requirements

    Set the requirements you want the action request to have: Effective Date Required, Reason Code Required, Action Comment Required. The existing requirement settings for the base action will be displayed when you first create the action extension.

  5. Click the Next button at the top of the right pane.
  6. On the second action definition window, select at least one role to associate with this action. This role associates the new action with security. If you assign no role, no users will have access to the action defined.
  7. 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.

  8. If you chose to create a new form for this action, make the configuration changes you want to the form. The form that is created is named in the format UAUserActionName . To configure this form, follow the standard steps for configuring a business class form. You can launch the User Form record from Business Class > User Form or by opening the User Action record. Click the Edit Form button.