Defining an Action

Configure the action templates specific to your need.

All actions carried out in Aurea CRM.Web are based on action templates, which need to configured according to the specific action you want to execute. Action parameters (input arguments) can be mandatory (Example - the searchAndListName argument specifying the Search&List configuration of a Search action) or optional (Example - an optional link record for a search).

Actions templates are used for menu actions, buttons and within processes. Based on the action template definition, some actions can only be called for certain contexts. Example - only from the application menu or from within a process.

Example: The menu action A_AllAppointments (configured e.g. in the S_KPAll menu) lists all activities linked to e.g. a person record. It calls a Search action and passes the parent record (link) and a Search&List configuration (searchAndListName) to the page.

To define an action:

1. Click (Edit) in the Action field of the menu action/button/process step definition.
2. Select an Action Template.

   The input and output arguments containing a default value are listed.

3. Use the / (Show all arguments/Hide empty arguments) buttons to toggle between views and add new arguments.
4. Define the action's Input Arguments, e.g. the name of the Search&List configuration to be used for a Search action.
   Note: For a list of valid input arguments, see the parameter lists in the Action Templates chapter, e.g. for the Search action. For further details, see Search Action Parameters.
5. If you are defining a process step, define the action's Output Arguments.

   Predefined output arguments: Use uid and uids to get one or more selected records (e.g. in the Search and QueryRun actions), or use uid to get a newly created record from an ExpandNew action.

6. Click (Add) to add custom arguments (both input and output arguments).
7. Click Apply and Save.