Action Setting

Each separate action has a related setting that defines its functionality and appearance on a form, view, or dialog, whether it is a button, an icon, or a menu command.

All scripting fields are of script editor type. They support the code intelligence autocomplete. They format your script in standard syntax as you type. At any time,  you can validate your code against the supported ETQScript and Python script syntax to avoid formulas run time errors by clicking Validate on your script field editor.

Set the Action's Name

Type the value that will be displayed on the action in the Display Name field. For instance, type Create Document.

Category in Menu

Enter the name of a new or already existing category on the application homepage with which the action will be associated. If you define the same category for more than one action, then these actions will be displayed under that category in the menu.

Where the Action can be Used

To add an action to an application, form, or dialog, make sure the related checkbox is selected in the Action Setting (i.e., Use in Forms or Use in Applications). Then, access the setting where you need to add the action (i.e., The Form Setting or the Application Setting), navigate to the Actions field, and search for that particular action, which will be listed among the actions that can be used form or application.

Set Action Type

A User created action can be used to create a document, or activity, open a dialog or perform an advanced task.

Set an Action to Create an Activity

To configure an action to create an activity of specific workflow types, set the Action type field to the Create New Activity option and select the intended activity workflow type(s) from the Workflow field, which lists all workflows associated with the available activities in this application. A dialog that lists available workflows is shown when the action is clicked. A new Activity of the selected workflow will be created upon selecting a workflow.

Set Action to Create a New Document

To configure an action to create a document of specific workflow types, set the Action Type field to the Create New Document option and select the intended form workflow type(s) from the Workflow field, which lists all workflows associated with enabled forms in all Reliance applications. When the action is clicked, a dialog that lists available workflows is shown; upon selecting a workflow, a new document of the selected workflow will be created.

Set Action to perform an Advanced Task

Select the Advanced option under the Action Type field, open the Advanced tab, and select the EtQScript option in the Execute Using field.

Reliance advanced users use the Reliance ETQ Script library to fill in the Execution Formula (EtQScript) field with an ETQ Script to customize the Action’s functionality. Reliance ETQ Script Library supports complex operations such as Sending Notifications, Routing Documents, Creating Documents, and many other options.

Define Keyboard Shortcuts

1. You can configure a keyboard shortcut to trigger this action using the Keyboard Shortcuts section in the Action Setting > Basic tab by following the steps below. Select at least one of the Complex Shortcut options: Ctrl, Alt, Shift.
2. Select one key from the keyboard keys listed in the Hot Key field, including (0 – 9), (A – Z), and (F1 – F12).
3. Click Apply button.

You can't set a Complex Shortcut without setting a Hot Key, except for when a Hot Key is set to any of the (F1-F12), you must set it without Complex Shortcut Options. The system will prevent you from configuring the same keyboard shortcut for another action, subform, or section of the parent form or any phase of the form's related workflows.

 

Limitations: Configurable Keyboard Shortcuts are not supported for subform's actions. Configurable Keyboard Shortcuts are not supported for system actions. The system cannot detect if the used browser reserves the configured combination; therefore, the browser shortcuts will override the configured shortcut. Set the Action’s Appearance

Set the action Appearance

The Action appearance can be set using the following fields of the Advanced tab:

1. Show as Icon: Selecting this option will display the action as an icon. Otherwise, it will be displayed as a button. This option only applies to actions embedded inside the form, not those that appear in the upper or lower action bars.
2. Icon with Focus/Icon without Focus: An icon can be affixed to an action on and off focus. Using the Icon with Focus and Icon without Focus fields, the same or different icons can be specified as follows: 

The path to where the icon (of the action) will be saved within the Reliance context folder followed by the icon's precise name and extension should be specified. Afterwards, the specified image (icon) file should be attached. If the path is not correctly defined and/or the image name is incorrect, attaching the image will fail. The defined image will be displayed when the icon is active.

Set the Action’s Show/Hide Rules

This can be done by:

1. Java Class: This feature is not available in this version of Reliance.
2. ETQ Script; Reliance advanced users can use Reliance ETQ Script library to write an ETQ Script to set the Action’s show/hide rules in the Hide When (EtQScript) field.

Set Force Authentication for advanced action

When the Audit Trail option of the parent form is set to Force Authentication, you can configure an advanced action set using EtQScript to force users to authenticate, via the force authentication dialog, when they click on the action. To do so, open the Action Setting of the intended action and follow the steps below:

1. Go to the Advanced tab.
2. Select the Force authentication - Request e-signature if force authentication is enabled in the parent form option. This option is only available when the action type is advanced and uses EtQScript.
3. Click Apply & Close.

 The option will be hidden in the Action Setting of the "Create New Document" and "Create New Activity" actions.