Quick Action Templates

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

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

Field	Description
Set action name	Contains a unique name for this quick action. Note: Quick actions with duplicate names produce unexpected results. Only the first quick action of the same name encountered by the application is run.
Enter action description	Contains a description for this quick action.
Assign a category	Activates the drop-down menu that contains the quick action categories. Saves the quick action to this folder.

Field	Description
Publish To	Activates the drop-down menu that contains the roles to publish this quick action. The system saves the quick 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 will have: Show as Button on toolbar - Creates a button on the toolbar that performs this action. Hide from UI - Removes this action from the Action Menu.
Save Object	Automatically saves the data in the form when this quick action is run.
Hide when	Hide this quick action under certain circumstances. Enter the appropriate expression.
Disable when	Disables this quick action under certain circumstances. Enter the appropriate expression.
Confirm before run	Prompts you to confirm before running the quick action.
Confirmation Prompt	Contains the confirmation message.