Customizing Actions

Updated in 8.7

Actions enable users to perform various tasks: workflow tasks such as changing an object’s status to further the object's lifecycle or general tasks such as adding notes. Users access Actions in the Actions menu above grids or through the Action BarClosed (the Action Bar shows all Actions available to users according to users' roles and the lifecycle of the record they are working with) and the Actions in open object records. In the Web App, technicians can also access Actions by clicking the Actions menu icon in the leftmost column of the grid.

Alloy Navigator Express 8 is shipped with a predefined set of system Actions for handling objects of various classes. System Actions are ready to use with the default settings. You cannot modify the effect that Actions take, but you can customize the following Action properties:

  • Caption - the text that represents the Action in the Actions menu and the Action Bar

  • Hint - the hint that appears when the user hovers the mouse over the Action on the Action Bar

  • Statuses - the certain phases of business process, indicated by object’s statuses, when the Action is available

  • Roles - the security roles whose members have the Action allowed

You can view and customize system Actions for a particular object class in the Customization > [Module] > [Object Class] > Workflow > Actions section as follows:

  • ClosedTo modify an Action:

    1. Double-click the system Action to modify. The Action window opens.

    2. Change the Action details, as needed.

    3. NOTE: Since Alloy Navigator Express relies on system Actions, you cannot change their names.

    4. Click OK.

Action window

You use the Action window to customize a system Action.

Name - the Action name (read-only).

Caption - the Action caption displayed to the user.

Hint - the floating hint displayed to the user.

Enabled - enables the Action.

Statuses - the object statuses for which the Action is available. By default, unavailable Actions appear dimmed in the Action Bar and the Actions menu. However, you can configure Alloy Navigator Express to hide unavailable Actions.

NOTE: You manage whether to display unavailable Actions at Customizations > General > System Performance. For details, see Workflow Action Bar.

Roles - the security roles whose members are allowed to perform this Action.

NOTE: You manage security roles at Accounts and Roles > Roles. For details, see Managing security roles.