Manage Custom Actions for Workspace Infolets

Workspace infolets quick actions match the configured smart actions already created in Workspace. You can manage predefined Workspace actions, such as Create an Appointment, Create a Task, and Create an Opportunity, using the Smart Actions administration tool in Application Composer.

Smart actions are actions that are specifically mapped to a client application, such as Workspace, and displayed to users only when specific conditions are met. For example, you can also control which actions are available to Workspace for display at runtime. Here are the high-level steps:

1. Create a sandbox and navigate to the Smart Actions administration tool in Application Composer, under Common Setup.

2. Using the Actions search box, look for the action that you want to reorder, modify or add.

3. If you make changes to predefined actions, be sure to publish the sandbox, sign out of the application, and sign back in.

4. Verify your changes in Workspace.