Overview of Smart Actions

Smart actions are contextual actions that are mapped to an object and client application, such as Workspace or Redwood Sales. Smart actions can call a REST service or object function. If you're using the Redwood user experience of Oracle Sales, then smart actions can also navigate users to a new UI location.

Predefined smart actions for the most common tasks are delivered with standard objects. You can also create custom smart actions as needed, for both standard and custom objects.

You can create:

• REST-based actions

  Create a smart action that directly calls a service without any UI.

• Object function-based actions

  Create a smart action that directly calls an object function without any UI.

• UI-based actions

  Create a smart action that directly calls another UI inside the application.

Tip: When moving configurations from test to production environments, your migration set includes smart actions.

Smart Actions in Workspace

In Workspace, smart actions display in the Actions column on the list page.

Smart Actions in the Redwood Action Bar

If you're using the Redwood user experience of Sales, then smart actions display in the Action Bar.

The Action Bar is a field at the top of the page where users can type keywords to access and update information, and take actions. And, the list of actions that display in the Action Bar is contextual, so only actions that apply to the current page are displayed.

For example, users can enter create, update, or add and the Action Bar will automatically populate with a list of possible actions.

Here's a screenshot of the Action Bar:

Here's a screenshot of the Action Bar with suggested actions, after typing create:

Enable or Disable Actions

To disable an action so that users won't see it:

1. In Application Composer, click Smart Actions, available under Common Setup.

2. Find the action you want to disable and, in the Enabled column, select No.

   

Duplicate Actions

To duplicate an existing action:

1. On the Smart Actions page, navigate to the smart action that you want to duplicate and click the Duplicate icon.

   

2. On the Edit Action page, edit the name and other details, if required, and click Save.

Application Composer saves the action with a copy of the existing name.

Delete Actions

You can delete custom smart actions, but not system smart actions that are delivered with the application.

Additionally, you can't delete smart actions that are used by Routines or Sales Orchestration.