Add a workspace action button for initiating a contract request

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • As an administrator, define an action button in your workspace and map it to the built-in action that initiates a contract request.

    Before you begin

    Role required: admin

    Procedure

    1. Add initiate contract request functionality to your workspace.
      1. Navigate to All > Now Experience Framework > Declarative Actions > Form Actions
      2. Select New.
      3. Set the action to the type UXF client action and map the action to the initiate contract request functionality and by entering the following field values.
        Table 1. Initiate contract request fields
        Field Value
        Implemented as UFX Client Action
        Specify client action Initiate contract
      4. On the form, fill in the other fields.
        For details, see Action assignment form
      5. Right-click the form header and select Save.
    2. Create an event mapping for the defined declarative action.
      1. Select Advanced view listed under Related Links.
      2. Select to the UX Add-on Event Mappings related list.
      3. Select New.
      4. On the form, fill in the fields.

        For a description of the field values, see UFX Add on Event mapping form.

      5. Define the fields to send by pasting the following JSON code in the Target Payload Mapping field.
        {
            "container": {
                "fields": {
                    "binding": {
                        "address": [
                            "fields"
                        ]
                    },
                    "type": "EVENT_PAYLOAD_BINDING"
                },
                "params": {
                    "binding": {
                        "address": [
                            "params"
                        ]
                    },
                    "type": "EVENT_PAYLOAD_BINDING"
                },
                "route": {
                    "binding": {
                        "address": [
                            "route"
                        ]
                    },
                    "type": "EVENT_PAYLOAD_BINDING"
                }
            },
            "type": "MAP_CONTAINER"
        }
      6. Select Submit.

    Result

    An action button for users to initiate contract requests is added to your workspace.