Configure action group

Configure a set of related action items as an action group.

Before you begin

Role required: sp_admin or sn_hr_sp.esc_admin

About this task

Action group provides quick access to action items such as approve or reject the requests directly from the approvals page. You can modify the actions to suit your business needs.

Procedure

1. Navigate to All > Employee Center > Action framework > Action Groups.
2. Click New or edit an existing record such as Approvals action group.
3. Edit the Action group name or click save or update.
   Proceed to add multiple actions into a group using the Action m2m group table.
4. On the Action group M2Ms related list, click new or update an existing record.
   1. Select the Action from the available options such as Approve or Reject or Configure actions.
   2. Edit the Order of the action item.
   3. Select Primary to set the option as primary.
   4. Select one of the following Action Visibility options.
      • Visibility to Self: Visible to owner or self only
      • Visibility to Manager: Visible to the manager of the user
      • Visibility to all
      • Visible to all except Self: Visible to all except self
      • User criteria: Select the criterion of the users for whom the action is visible
      • Advanced: Define a custom visibility with the Advanced option through a script. For example, answer = context.state.toString() === 'requested';
5. Click Save or Update.

Result

Action group is configured to provide quick access to the actions. For example, the approvals action group has a default set of actions Approve and Reject that you can use from the approval page.