Action assignment form

  • Release version: Washingtondc
  • Updated March 12, 2024
  • 1 minute to read

    • The action assignment form is used to define a action in your application.

    Table 1. Action Assignment New record
    Field Description
    Action label Label that appears on the button created through the action. For example: Initiate Contract
    Action name Name for your action that appears in the action assignment list. For example, initiate_contract.
    Application Application for the action assignment.
    Table Field to limit this action to activities with this associated table.
    View View of the form on which the action button is displayed.
    Enable for all Configurable Experience Determines whether the action should appear in all experiences or only in specified experiences. If true, the action appears in any applicable form regardless of experience.
    Active Option to activate the action.
    Order Integer that determines the precedence of this action in relation to matching actions with the same name. The lower the number, the more likely it is to be selected against other actions. This ordering enables you to override other actions with your own.
    Tooltip Text that displays when agents point their cursor over the button.
    Description Description for the action that's displayed in the Action Assignments list.