Categorizing Folder Actions

Last Updated: 07/29/2016 Introduced in Verision: 2.0

Setting classification information for a flow designated as an action on an entity helps organize that flow within the entity’s Action menu. This is useful if you have a lot of actions defined. Without a classification, the action becomes part of the main navigation for a folder entity.

 
 

 

Example

This example uses an existing user-defined folder extension data type, called CapExProjectRequest, which represents a company “capital expenditure” project. The example creates a new classification of “Project Changes” in which the action flow for “Cancel Project Request” is found. This creates a menu option named “Project Changes.”
 
First, the folder that contains the action is created in a Designer Folder:
 add folder actions and configs
 
 
This is the type of folder required to create an action on a user-defined folder extension. It is possible to create multiple folder action folders, and in some cases, recommended. Reasons to create more than one actions folder are to (1) better organize by functionality, and (2) apply different security (thus restricting users to see only folder actions relevant to them).
 
Next, the type name associated with the user-defined folder extension must be selected:
 customize entity beh
 
 
After the folder is created, click the Create Action button in that folder and define the flow that will perform the action. It is not necessary to specify a template from which the flow is made; by default, its flow behavior is designated as a folder behavior flow by nature of being created in that type of folder. In this example, the flow is left simply with the Start and End steps connected.
 
To classify the flow, click its Action menu and select Set Classification Info. 
 
 
 set classification
 
Complete the Action Classification section.
  • Action Name – The name that will appear in the menu to represent the flow.
  • Category Name – The name of the category that will house the flow.
  • Order – The order in which this action will appear, if more than one flow resides in the same category.
  • Display Type – Defines…
    • Primary
    • Secondary
    • None
 edit classification
 
 
The Permissions for Actions section lets you specify the user permissions required in order to execute the action.
 
Click OK to save the classification.
 
 

Additional Resources