To create new actions 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 for the Configuration Type. If the business class configuration already exists, expand the business class, and select User Actions.
  3. In the right pane, define the action request.
    Action Name

    Specify name for the action (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.

    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.

    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, 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.

    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.

    Action Rules (Instance Rules)

    Enter your action rules.

    Entrance Rules, Exit Rules

    Enter your entrance and/or exit rules.

    These must conform to valid LPL syntax. For more information about LPL syntax, see Configuration Console Reference Guide: Landmark Pattern Language (LPL).

    Entrance and exit rules cannot be created for business classes that are stored in the Landmark environment (gen).

    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 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.
  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. Add your action to the related form. Configure a new form.
    Create New configuration. On the Create New Configuration screen:
    • in Configuration Type, select Form
    • in Business Class, selet the business class of the new action
    • clear Create new user configuration
    • in Form, select <New Action Name>_implicit_action_form
    • Click OK