Re: How to create an Action Set

Method_Justin — Fri, 20 Feb 2015 20:55:25 GMT

Hi Cameron,

Take a look at this forum post to see how to use Call Another Action Set. You won't be able to use this for what you're trying to do however, since you can only call an action set within the same screen.

What you can do is copy the action list from another screen. You'll have to do some reconfiguration on each action to make it work, but it should save you some time. Take a look at this forum post and this forum post to get an idea about how to do this.

Hope this helps.

- Justin

How to create an Action Set

CameronH — Fri, 20 Feb 2015 16:00:44 GMT

How can I create an Action Set that I can reuse on any screen via the "Call Another Action Set"?

I am putting Send Email actions on Save Buttons on several screen and I am building the email using an Action Result and Character Functions.

I want to be able to put all of that in an Action Set (or something reusable) so I don't have to recreate these actions for every button on every screen.

If there is a better way to do what I described as my goal, please let me know how to do that.

There are several other screens where I need to re-use or copy Actions as well. Like with Activities, there are multiple Save button on different screens that could all use the same set of actions that I would like to copy or reuse if I can put them into an Action Set.

Here is an example of what I did to build the email and add it to the Save Button to my New Opportunities Screen. There are two other buttons on this screen that needs the same Actions.

EXAMPLE (I can upload a screen shot if you can tell me how to do that too)

----Added to New Opportunity Screen Save button
Assign Value to Action Result: Assign current date/time to arSubject
Character Function: Append "on" to arSubject
Character Function: Append "username" to end of arSubject
Character Function: Append "- created by" to ar Subject
Character Function: Append Customer:Job to arSubject
Character Function: Append "created for" to arSubject
Character Function: Append Opportunity: Record ID to arSubject
Character Function: Append "New Opportunity" to arSubject

Send Email: Sends email notification of New Opportunity created (I sent the Subject to the Action Result I created called "arSubject)

*I joinied each Character function to the Action Result with a space. Sidenote: For some reason I had to order everything backwards for it to show up in the right order in the email. Not sure why that is.

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Re: How to create an Action Set

How to create an Action Set