Manage Workspace Smart Actions

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.

You can control which actions are available to Workspace for display at runtime and set the order in which actions are displayed to users. For example, you can use the tool to:

• Enable or remove an action by selecting or clearing the Enabled check box.

• Change the runtime display sequence of actions by clicking Reorder. For each set of rows within an object category, drag and drop table rows until you achieve the desired row order.

Here's how.

1. Create a unified 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 enable, hide, reorder, modify and so on.

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.