Common Action Fields

2 min

This section describes the parameters used when creating, duplicating, or editing an action.

For information about the Insert a Field and Insert a Function tabs, see Using Quick Actions.

Each action template has different fields, but they all have the following:

Field	Description
Enter action name	A unique name for this action. NOTE: Actions with duplicate names produce unexpected results. The application only runs the first action of the same name that it encounters.
Enter action description	Contains a description for this action.
Enter category	Activates the drop-down menu that contains the action categories. Saves the action to this folder.

Field	Description
Apply Action To	(Only shown for the Send Email action) Determines the object or child to which the action applies. See Example: Using the Send Email Action (CAD).
Plain Text	(Only shown for the Send Email action) Sends the email in plain text (as opposed to HTML or formatted text).
Publish to	Activates the drop-down menu that contains the roles to which to publish this action. The application saves the action to the roles you select, as well as to the administrator and action owner roles.
UI Options	Determines which of the following options users have: Show as toolbar button: Creates a button on the toolbar that performs this action. Hide in UI: Removes this action from the Action Menu.
Auto-save	When selected, all actions carried out on records, individually, or as part of a composite action, are saved automatically. When this option is not selected, changes are not automatically saved, and you are asked to click Save. If the following action(s) are added to a Composite Action, auto-save is automatically switched on and cannot be switched off: Go to Record, Run for Collection, Decision Action, Show a PopUp, and Go to Action.
Hide in UI when	Hide this action under certain circumstances. Enter the appropriate expression.
Disable in UI when	Disables this action under certain circumstances. Enter the appropriate expression.
Confirm before run	Prompts you to confirm before running the action.
Confirmation prompt	Contains the confirmation message.