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Applications Administration Guide > Configuring the Inbox >
Setting Up Inbox Actions
About Actions
There are four circumstances where a business service method can be invoked to act on an Inbox item. A different action type is used for each. These are summarized in Table 18.
Table 18. Actions for Inbox Types
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Invokes the Specified Business Service Method When . . . |
Action Field Dropdown |
The user takes action (edits the Action field) on the Inbox item. |
Name Drilldown |
The user drills down on the item's Name hyperlink. (Another way you can configure this hyperlink is through the Views view. See Setting Up Inbox Links to Views and SmartScripts.) |
Local Validation |
The user, in a remote database, drills down on the item's Name hyperlink. For more information, see Configuring Inbox for Use with Remote Databases. |
Initialize |
This action is provided for backward compatibility. Unless you are upgrading, use of this action is not recommended. For more information, see the Upgrade Guide for the operating system you are using. This action invokes the Initialize method of the Universal Business Service. It creates an Inbox item and starts the defined method. |
About Deactivate Item Upon Finish and Deactivate Owners Upon Finish Fields
There are two ways that an Inbox item can be deactivated:
- Deactivation can be done through one of the Universal Inbox Business Service methods.
- The Inbox type can be set up so that if the business method in the Actions record finishes without error, the item is deactivated. The item can be deactivated for all the owners or only for owner who takes the action:
- If Deactivate Item Upon Finish is set, when one owner takes action on the item, the item is deactivated for all owners and all owners see the item in their Completed Items List.
- If Deactivate Owners Upon Finish is set, when one owner takes action, the item is deactivated (and moved to the Submitted Items List) for that owner alone. The item remains in the other owners' Inbox List.
Procedure
This task is a step in Process of Setting Up and Configuring Inbox. To set up an Inbox action
- Navigate to Administration - Inbox screen > All Inbox Types view.
- In the Inbox Types list, select the approval record, and click the Actions view tab.
- In the Actions list, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Action |
See Table 18. |
Business Service |
Specifies business service to be used. For example, Workflow Process Manager. |
Business Service Method |
Specifies the method to be invoked for the business service selected above. For example, RunProcess. |
Business Service Method Arguments |
Specifies the arguments required for invoking the business service method. If the Workflow Process Manager business service is being used, your workflow needs to contain process properties with these same argument names. For the above example, the arguments might be "ProcessName", "Location Change - Business Title Edit (Single Step Manager)". |
Deactivate Item Upon Finish |
Select to deactivate the Inbox item (for all owners) after the method has successfully completed. |
In addition to the arguments passed in the Business Service Method Arguments field, the following arguments are always passed:
- BusinessObjectName (Feature object name)
- InboxItemId (Row Id of the Inbox item)
- InboxTypeName (The Inbox type for the item)
- ActionLIC (Value selected in Action)
- ObjectId (Id of the feature object)
- InboxTypeId (Id of the Inbox type of the Inbox item)
- OwnerInfoId (Id of the Inbox item owner)
NOTE: The Inbox Action passes the row id of the feature object in ObjectId. Within a workflow process, the id of the primary business component on which the process is based should be stored in process properties "Object Id" (with a space). Therefore, the workflow process should first copy the content of "ObjectId" to "Object Id" if needed.
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