Add an action type

You can add an action type to a topic workflow configuration.

1. In the left navigation pane, click the Settings icon ().
2. In the Configure System section, click Manage Topic Workflow Configurations.
3. Click the configuration's Row Action menu (), and then click Edit.
4. On the Edit Topic Workflow Configuration page, click the Action Types card.
   By default, the built-in Generic action type appears at the top of the Manage Action Types table. It is both active and visible to all work teams. You can edit it and rename it, but you can't delete it.
5. From the Header Row Action menu, click Add Action Type or click the plus sign () on the far right side above the table.
6. On the Add Action Type page, from the Visible to work teams drop-down menu, choose one or more work teams or click Browse to view the information about the work teams. Users in the selected work teams can see the action type.
7. In the Action type field, enter a category that describes the action type; for example, create slideshow. The name must be unique; however, you can reuse the name of a deleted action type.
8. Enter the Action type description. This description is used in the application as hover text when the user is adding an action and inspecting the Action type drop-down list.
9. To assign a color to the action type, select the Color check box and click a color. Remove the assignment to a color by deselecting the Color check box.
10. In the Action name field, enter the default value to be used for the action's name; for example, Slideapp.
11. In the Action description field, enter the default value to be used for the action's description.
12. In the Activate on topic states field, choose which topic states will, by default, activate actions with this action type.
    • Click All States. By default, the action created with this action type will be created in the initial state.
    • Click Select states, then use the Select states link to choose topic states that, by default, will activate actions with this action type. When an action is created, if the topic is currently in one of the selected states, the action is created in the initial state. If the topic is not currently in one of the selected states, the action is created in the planned state and will move to the initial state when the topic transitions into one of the selected states.

      You should select at least one topic state, or the action is created in the Planned state and requires manual activation.

13. From the Assigned to drop-down menu, select an individual or work team to be used as the default value for the actions Assigned to field. The users must be members of a Visible to work team selection.
14. In the Start date field, enter a default offset value. A date value will be computed based on the date the action is activated plus the offset.
15. In the Planned completion date field, enter a default offset value. A date value will be computed based on the date the action is activated plus the offset. If an action does not have a planned completion date, it will not be visible on the Calendar tab.

    Note:

    When editing actions, the application maintains the delta between the Start date and Planned completion date.
16. Custom action fields available in the action's initial state will also be listed on the page. For each field, enter the default values.
17. Click Save.
    The action type is added to the table on the Manage Action Types page.