Configure action items and action steps in offline mode

Configure action items to execute actions like create, edit and delete records while in offline mode. For an action item to perform multiple processes you must define separate action steps.

Before you begin

Role required: admin

About this task

For an action item to work in offline mode you need to define the action item type to be multi-step and at least one action step to have a offline mode option.

Procedure

1. Navigate to All and in the filter enter sys_sg_write_back_action_item.list.
2. Either select an existing action item or select New to create a new action item.
3. In the Type field select MultiStep.
4. Complete the rest of the form as required.
5. Select Submit.
6. Navigate to All and in the filter enter sys_sg_write_back_action_step.list.
7. Either select an existing action step or select New to create a new action step.
8. In the Writeback Action Item field, select the action item you created in the earlier steps.
9. In the Applicable for field, select either Offline or Both.
10. In the Type field, select either New, Update or Delete.
11. Complete the rest of the form as required.
12. Select Submit.