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<< Click to Display Table of Contents >> Navigation: Custom Actions > Overview of Custom Actions |
Overview
NITRO Custom Actions provide business process automation on demand. Custom Actions share many of the same data processing features as NITRO Workflows such as item creation and updates, sending emails, running scripts and web services. However custom actions are triggered manually by pressing a button in the Display Form, List View or selecting the action from an Edit Control Block, rather than automatically as they are in Workflows. Custom Action processes can be performed for a single item or multiple items, depending on how they are configured.
Custom Actions can be designed in Legacy or Designer modes.
Key Features of Custom Actions
•Item-level actions – Create, Update or Copy Item(s) to another list
•Send emails
•Upload and generate documents
•Run scripts and web services
•Run NITRO workflows
•Run a Microsoft Flow
•Update multiple items in a single click
•Use conditions to add logic or restrict actions
•Enable action control through user permissions
•Display customized actions in Item ribbon
•Allows both auto-update and user manual input on an action
•Customize messages to show when action fails
Accessing Custom Actions
Custom Actions can be accessed from the List Ribbon, List Settings, or NITRO Studio App Page.
When accessed from the List Ribbon or List Settings, the list is known and the app will not prompt to choose a list.
When accessed from NITRO Studio, the list is not known and a drop-down appears where the list can be selected.
See Accessing the Apps for more details.
Subtopics
Action Buttons - Different ways to invoke a Custom Action
Custom Action Types - Details and configuration instructions for the various action types
Post Action Processing - Explains configuration options for screen controls and navigation once the Custom Action has completed.
Use Case - Close Tickets Using Custom Actions - Shows how to configure and run a custom action
Use Case - Invoke Workflow to Archive Tickets
Use Case - Link Items Using Custom Column