Configuring a quick action

You can configure label, image, action, and CRM processes as quick actions.

You can configure the following settings for buttons used as Quick Actions:

• Label: The label to be displayed on the button (max. 2 lines). You can specify any text and/or use placeholders. For further details, see Placeholders. Long texts are truncated (browser-dependent).

  If all placeholders specified in a button label evaluate to empty, the button is hidden, e.g. if a company record does not contain a phone number, the MakeCall button is not available for that record.

  You can define an alternate button to be displayed instead of such an "empty" button by adding a $AlternateButton argument to the button's action definition. For further details, see Alternate Buttons.

  If a label contains only text or if the specified placeholder is not defined in the <infoAreaID>:Placeholders field group used in the current context, the button is always enabled although it may do nothing.

• Image: Select an image to be displayed on the button. The images must be registered in CRM.designer. For further details, see Images
• Action: Define the action to be executed. For further details, see Action templates. You can provide values of input arguments by using placeholders. For further details, see Placeholders.

  For a list of buttons defined in update.tablet. For further details, see Standard buttons.

• CRM Processes: Assign one or more CRM processes to the button. For further details, see Assigning CRM Processes in the Aurea.CRM Web Administrator Guide.