Editing User Action Classification Information
  • 08 Nov 2021
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Editing User Action Classification Information

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Article summary

Overview 

When using Data Structures supporting Configuration Folders, Designers may create custom User Actions for further functionality. To help organize these different Actions, Designers may also configure the Action's Classification Information.

To access these settings, open a Configuration Folder and create a new User Action. Right click on the new Action, and open the Classification Info dialog. Additionally, these settings are visible when opening the Action in the Flow Designer under the Properties tab.



Action Classification

Setting NameDefault ValueSetting Description
Action Name[User-Defined Action Name]Name of the Action
Category NameblankPrompts category for Action for easier sorting
Order-1Changes order the Action appears in the Action Bar
Display TypePrimaryChanges display formatting of the Action in the Action Bar
Is Default Grid ActionDisabledToggles Action as a default Action present outside of inline Flows such as in Reports
Show Loading Indicator Outside DialogDisabledToggles if loading indicator occurs when using the Action

Permissions for Actions

Setting NameDefault ValueSetting Description
CanUseRequiredDisabledToggles if the Action will only be initialized by accounts/groups with at least the Use permission enabled on the Configuration Folder
CanOpenRequiredDisabledToggles if the Action will only be initialized by accounts/groups with at least the Open permission enabled on the Configuration Folder
CanViewRequiredDisabledToggles if the Action will only be initialized by accounts/groups with at least the View permission enabled on the Configuration Folder
CanEditRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the Edit permission enabled on the Configuration Folder
CanAddRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the Add permission enabled on the Configuration Folder
CanDeleteRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the Delete permission enabled on the Configuration Folder
CanAdministrateRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the Administrate permission enabled on the Configuration Folder
CanSeeHiddenRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the See Hidden permission enabled on the Configuration Folder
CanSeeArchivedRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the See Archived permission enabled on the Configuration Folder
CanViewBrowserPageRequiredDisabled
Toggles if the Action will only be initialized by accounts/groups with at least the View Browser Page permission enabled on the Configuration Folder

Valid States

Setting NameDefaultSetting Description
Is Valid Only in Entity StateblankLimits Action to display only during specified Entity States

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