Custom Actions

Custom actions expose additional menu options on the user interface to allow a user to execute a script.

One or more items in any grid can be selected by putting checkmarks against them, then selecting the "..." details button beside the checkmarks, a list of actions will be displayed including actions that are defined as custom scripts.

When the script executes, it will be passed the list of selected items to perform the necessary actions.

Note: Security permissions can be defined to determine who is able to execute these actions.

Common uses for these actions include running reports or email notifications to specific parties, however almost any bulk action can be automated from these actions.

One current limitation to Custom Actions is that the system cannot prompt the user for additional inputs before running the action - for example, entering an email address. The information needed to execute the script must be contained in the items selected, or configured in the script itself.

It is common, but not mandatory, for Custom Actions to provide feedback to the user when it is done executing. This is usually in the form of a message getting emailed or a file being downloaded. However, it could simply be a message that gets displayed in the bottom right hand corner of the screen (i.e. "Successfully processed 10 work items.")