1. Access
the Actions Wizard via the CorasWorks Application Wizards section of the Site
Settings page. An Action Selection page is displayed.
2. Use the first few properties at the top of the page to identify the location of the action library where the new action definition is to be saved. Global Links are supported.
•If there is a library called “Actions Library” in the current site, that library will be selected by default and any available actions in the library are shown in the table on the lower portion of the page.
•If there is not an available library, one can be created. Click on
the Create Actions Library link (on the left side of the page) to have a
new library created.
3. Click
the Create Action
icon (
) at the top of the page. A Quick Edit Action
Panel is displayed.
f) Within the Quick Edit panel, choose the type of Action being created.
g) Supply a new, unique Action Name for the new action. Please avoid using special characters such as "@" and"." as these characters will be removed from the action name to prevent any potential issues.
h) (optional) Provide a description for the new action. Descriptions are displayed when the user hovers over an Action within a component.
i) (optional) Supply a Category for the new action. Categories are used with Actions Wizard to assist in grouping common actions.
j) (optional) Add an Image URL that points to an image that is used by the Basic component displaying the Action. If the URL for the action is correct, a preview image will be displayed to the right.
4. Click
on the action’s Save icon (
) to save the changes made via the Quick Edit
fields. The Quick Edit panel will collapse.
5. To
edit the title, description, category and/or image URL information, select the
new action’s Quick Edit icon (
).
6. To
edit the properties for the action, click on the action’s Edit icon (
). Once all necessary changes on the
appropriate pages and click on the Apply icon (
) at the top of the page to save them and to
return to the Actions Wizard main page.