Configure actions

Using the action framework, configure actions and associate a set of actions as action groups for use in the different contexts.

Before you begin

Role required: sp_admin or sn_hr_sp.esc_admin

About this task

Action items provide quick access to actions that you perform in various contexts. You can modify the actions to suit your business needs. For example, you can use the default approve or reject actions to process the requests directly from the approvals page.

Procedure

1. Navigate to All > Employee Center > Action framework > Actions.
2. Click New or edit an existing record.
3. On the form, fill in the fields.

   Table 1. Actions form

   Field	Description
   Action label	Name of the action label that appears on the button.
   Action type	Select the action type from the available list.
   Active	Check the box to activate the action
   Action icon	Icon of the action.
   Table	Name of the table to which the action is associated. When a record from this table is open, this list action appears. For approvals, select sysapproval_approver.

4. Click Save or Update.
5. On the Action parameters related list, click New or edit an existing record.
6. On the form, fill in the fields.

   Table 2. Action parameters form

   Field	Description
   Action parameter name	Name of the action parameter.
   Parameter type	Select the parameter type from the available list such as JSON, string, or reference.
   Is client parameter	Check the box to use the parameters in the client script.
   Is display value	Check the box to display the value. By default, the value in sn_ex_sp_action_parameter is set to false and is only visible in form if the parameter type is reference. When true, you get the display value of the field. When false, you get the actual db value of the field.
   Action parameter value	This option appears only when you select string. Parameter value in a string, for example approved
   Table	Reference table to which this component is tied to. When a record from this table is open, this list action appears. For approvals, select sysapproval_approver. This option appears only when you select Reference.
   Field	Field from the table that you can select from the element tree such as Sys ID. This option appears only when you select Reference.
   JSON parameter	JSON string you want to specify. For example, {"param": "value"}. This option appears only when you select JSON.

   In the OOTB actions,

   • The isEsignatureEnabled value is true by default, the esignature approval authentication window appears.
   • The broadcastEventName value broadcasts an event passed in the parameter to hide the buttons when esignature is successful to enable comments before the esignature scenario.

   Note:

   For custom actions, you can customize these two parameters.
7. Select Save or Update.

Result

Action is configured. You can combine a set of related action items as a group.