Quick Actions
A is a user-defined operation that enables you to perform a series of actions or advanced functions with a single click. For example, a quick action can copy an account file or send a confirmation notification upon receipt of an email. Quick actions are handy for often-used activities.
Quick actions are accessed by users logged into a specific role while in a specific workspace.
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Your administrator defines which roles can create, edit, or delete quick actions. See System Permissions. |
Viewing the Default Quick Actions for a Business Object
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1.
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From the Configuration Console, click Build > Automation Tools > Quick Actions. The Quick Actions Manager page appears. |
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2.
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Next to the business object for which to see the quick actions, click Add/Edit. The quick actions for that business object appear under the Your Actions tab. |
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3.
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To view the details of a quick action, click the quick action name. |