).The Actions Settings page is used to identify the actions that the builder wants to make available to the end users. If you are interested in the user experience with executing actions, click here.
Actions are a feature of the CorasWorks Platform that enable users to work more efficiently by executing pre-defined workplace activities, streamlining critical and routine business processes. For example, an action could automatically create a new list item, update one or more column values in existing list items, or send an email notification. You can even perform one or more actions on one or more items at once by defining a Chained Action.
The types of actions available in v11 and guidelines for their usage are discussed in detail in the Actions Wizard help.
All actions can be run within or across sites, across site collections, and even across virtual servers, as long as the work is done within the same configuration database. Documents and other attachments can also be copied across sites, site collections, and virtual servers.
Since the CorasWorks components can show items from multiple lists, you can also perform actions on items from multiple lists. As an example, you could select certain tasks in a Grid Display of tasks and then execute an action that updates the status of the selected tasks to Completed. Or, you could configure a Grid Display to show only those tasks that are more than one week overdue, select all of the items in the display, and then select an action that sends a reminder email to the individuals assigned to those tasks.
The Actions Settings page has two sections. At the top is the General Settings, where the Actions Library location is set. At the bottom is the Actions section, where the Available Actions are moved into the Selected Actions section.
1. In the General Settings, the Check actions on page load option is disabled by default. When the Check actions on page load checkbox is selected, each time the page is loaded, the component will determine whether definitions exist for all of the actions selected for the display and whether the current user has access to the library(ies) where the action definitions are saved. This determines the actions that are shown to the user.
•When this parameter is enabled, it can affect performance.
•When this option is not enabled, all of the actions for the Grid Display are shown to the end user. However, this message is displayed when a user attempts to execute an action to which they do not have access, or an action that has been deleted or moved to another library:
The selected action cannot be executed either because the action definition has been moved or deleted or you do not have access to the action definition. The action can be removed from the display via the Display Wizard’s Actions Selection page.
NOTE: This feature does not determine whether or not the current user has the necessary permissions to execute each of the actions. For example, it will not affect the actions displayed if the current user only has Read access to a list called by an Add Item or Modify Item action.
2.
Expand the Actions Library section by click on its Quick
Edit icon ().
•In the Library Location field, choose the location of the Actions Library.
•In the Selected Library field, choose the library with the actions. This library may or may not be titled Actions Library.
3. Once a library is selected, the actions within the library are displayed in the Available Actions section.
4. To select an Action, drag it from the Available Actions section into the Selected Actions section. Once it is in the Selected Actions section, the action can be opened to determine where the action should be displayed:
•If the action should be made available within the toolbar at the top of the page, place a checkmark in the Show action in the toolbar option (this is enabled by default).
•If the action should be made available to run within the component’s Context Menu, place a checkmark in the Show action in the context menu option (this is enabled by default).
5. Once
all necessary changes have been made, click on the Apply icon (
) to save the settings.
If an action definition is deleted or moved, the action will not be automatically removed or updated on the Data Display user interfaces where it is referenced. Instead, the builder should return to the Actions Selection page and either remove the reference to the deleted action or point to the action’s new location.
If a user attempts to execute an action that has been deleted or removed, this message will be displayed:
The selected action cannot be executed either because the action definition has been moved or deleted or you do not have access to the action definition. The action can be removed from the display via the Display Wizard’s Actions Selection page.