Configure actions

You can configure which actions appear within a business class's forms and lists, make changes to the functionality of actions, or create your own actions.

You can make the following types of changes related to actions:

• Called Out actions

  Change which actions appear in the toolbar.

• Restricted actions

  Hide an action at all times or hide an action based on a condition.

• Action overrides

  Override some action settings, including whether a comment is required, whether an effective date is required, and whether an action reason is required when the action is performed,

• Action requests

  Create an action request. It is most useful to create an action request, as opposed to an action extension, if action requests are not already defined for a business class. If action requests are already defined, there is often important business logic involved in the processing of the action request that you will not be able to duplicate if you create your own action request.

• Customize an action

  You can customize an existing action and create specific forms for the action. These user actions extensions continue to use the business logic of the action they extend but the form can be unique for each user action. For example, you can add a new Create action that extends an existing Create action and then create or copy a form to a new User Form so that the new Create action can bring up the new form. User Action Extensions can be created for all action types.

• User-defined actions

  You can create a new action "from scratch" for a business class for action types that are not action requests.