Using the Insert Child Object Quick Action
You can use the Insert Child Object quick actionA user-defined operation that performs one or more actions with a single click of the mouse. to create a child object for a business object. For example, you can define a quick action to create a new task object each time a change is set to logged.
1. | Within the Change workspace, from the action menu, choose Edit Actions. |
2. | From the Create New Actions tab, select Insert Child Object. The Insert Child Object configuration page appears. |
3. | Enter information into the fields. |
--fields--
Field | Description |
---|---|
Set action name | A unique name for this quick action. |
Category | The category. Select from the drop-down list. |
Publish to | The roles that need access to this quick action. |
Child Object Reference | The child object. Select from the list. Fields from the task form appear as selections under the field name rows. |
Web UI Parameters |
Generally for internal use only. Only used to post the object to the social board. This field takes only one expression: {socialshare:true, elementId: $(elementId)} For example, in the incident object, this field is used in the post social message associated with incident quick action. |
4. | Enter information into the fields to set the default values to appear in the default task. |
For example:
Field | Value |
---|---|
Field Name | Choose Status. |
Field Value | Choose Logged. |
- Click Add . In the new line, enter:
Field | Value |
---|---|
Field Name | Choose Summary. |
Field Value | Enter New Task for $(ChangeNumber). |
- Click Add . In the new line, enter:
Field | Value |
---|---|
Field Name | Choose Owner Team to assign the new task to a team. |
Field Value | Choose a team from the drop-down list. |
- Click Add . In the new line, enter:
Field | Value |
---|---|
Field Name | Choose LastModBy to update the Last Modified By field. |
Field Value | Enter $(CurrentLoginId()). |
- Click Add . In the new line, enter:
Field | Value |
---|---|
Field Name | Choose LastModBy to update the Modified On field. |
Field Value | Enter $(CurrentDateTime()). |
5. | Click Save . |