Create REST-Based Smart Actions
You can create custom smart actions that directly call a service, without any UI.
To create a REST-based smart action:
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Enter into a sandbox that's enabled for Application Composer.
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In Application Composer, click Smart Actions, available under Common Setup.
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On the Smart Actions page, click Create.
Application Composer displays the Create Smart Action guided process in a new browser tab.
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On the Kind of Action page:
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Click REST-based action.
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Click Continue.
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On the Basic Details page:
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In the Name field, enter a display name for the action.
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In the Object field, select the object for which you're creating the action.
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In the Action ID field, accept the automatically generated value or enter a unique value.
This value must be unique across all smart actions.
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If you want REST-based smart actions to update multiple records at once, then select the Mass Action switch.
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Click Continue.
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On the Availability page:
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In the Application field, select the application where the action will display. Available values include Help Desk, Routines, Sales, Service Center, and Workspace.
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In the UI Availability field, select the UI where the action will display in addition to the Action Bar. For example, select List page.
Note:For the smart action to be available in Orchestration automation steps, in the Application field, select Sales and in the UI Availability field, select Sales Orchestration.
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In the Role Filter field, optionally select the custom roles that can view the action.
If you don't select a role, then the action will be available to all roles.
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In the Condition region, optionally set conditions for the action to appear, such as only if a certain field's value is set to a particular value. For example, show a smart action only if a lead's status is Hot.
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Define one or more conditions in a group.
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You can define one or more groups of conditions.
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Click + Add to add a condition.
In the Attribute field, start typing an attribute name and select from the available list. The list of attributes in this field includes all REST-enabled attributes.
Enable attributes in your Adaptive Search setup to ensure this smart action condition works on list pages and in Workspace.
If you don't specify a condition, then the action will always be available based on other parameters that you specify, like role and application.
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- If you want to restrict the smart action to specific parent objects, then enter the object names in the Context region, Parent Object field.
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Click Continue.
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On the Action Details page, enter the REST request details:
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In the Path and Method fields, select the REST request details.
If the path includes
action
, then these two additional fields display to indicate if the REST API response is a URL and whether to open the URL in either a new browser tab or the same browser tab.-
Object function returns a URL
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Browser Window Target
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In the Path Parameters and Request Body Parameters regions, specify parameter details as needed.
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Click Continue.
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On the Confirmation Message page:
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Enter primary and secondary messages as well as continue and cancel button labels that display to users in a confirmation dialog before the action is executed.
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You can also enter an optional confirmation message for display after the action is executed.
Use the Add tokens region to include a token in your message.
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Click Continue.
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On the Review and Submit page, review the action's configuration and click Submit when ready.