Add an Action to a Business Object
Business Object Actions allow you to define which Actions appear in the menu bar, Task Pane, and toolbar of a specific Business Object. For example, you can:
- Add a Reset Password One-Step™ to an Incident menu bar and/or Task Pane so that Users can quickly initiate the Action directly from an Incident record.
- Define Actions that execute automatically when a record is saved, updated, or changes status (ex: Send a follow-up e-mail when an Incident changes status).
- Add Actions to link labels and buttons directly on Forms (ex: Add a button to an Incident that launches a command to initiate a remote support session).
Many Actions are available in the OOTB Business Objects to facilitate working with records. Use these as-is, edit them, or add your own Actions.