Creating a Report Quick Action
You can use the Create Report to run an existing report against selected records. For example, you can create a printable report that lists selected items in a record.
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1.
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Within an incident record, from the quick actions menu, select Edit Actions. The Quick Actions page appears. |
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2.
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From the Create New Actions tab select Run Report. The Run Report quick action appears. |
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3.
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Enter information as needed in the following fields: |
Report Quick Action
| Set action name |
A unique name for this quick action, such as Print My Report. |
| Enter action description |
Enter report quick action. |
| Assign a category |
The category. From the drop-down list, select Form Action. |
| Report Name |
The name of the report. Select Print Incident from the drop-down list. The report parameters appear below. |
| Can run for multiple Records |
Enables users to select multiple incident records and run the Print quick action. When enabled, you can select multiple records in the incident list view. |
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4.
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Double-click the Source Value field for the RecID to activate it, then select the folder. The Edit Expression window appears. |
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5.
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Navigate to Incident > Fields, then double-click RecID. the $(RecId) expression appears. |
RecID Field
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7.
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Double-click the Source Value field for Show Journal, then enter yes. |
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8.
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Double-click the Source Value field for Show Assignment, then enter yes. |
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9.
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From the Actions Settings tab, set the following: |
| Publish to |
Click the drop-down menu and select the roles which need access to this template (such as administrator, Service Desk Analyst, Service Desk Manager). |
| Hide from UI |
Leave this option deselected to make this template available to HEAT user roles you have published to. |
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10.
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Click Save. The quick action now appears on the list of actions. |
