Action button

Create an Action button that users can click on Web. Based on the configuration of the button, Corporater BMP can perform one of the following when a user clicks it on Web:

Run a predefined Workflow rule ( Event rule, Follow-up rule, Additional rule, or Action group) or Transformer item ( Transformer project or project group).
Add an object to a specific object or location on Web using a functionality that's similar to Addable items.

If the button is not set up correctly or the user does not have access to the button or the job connected to it, the button will be hidden from the user. Access to use the button can be configured in the usual way using Access control.

Transformer projects that are connected to an Action button do not have to be enabled for web. There is no option to load the source, as in web Transformer jobs. The source that is defined in the Transformer project will be used as input.

There is no additional logging/messaging connected to the button, only the normal logging done in Workflow or Transformer. On the web, the user will only see a message stating whether the job was run or not. That message is not related to the state of the job: errors, no data loaded, etc. The Workflow or Transformer logs in Configuration Studio will contain any error messages or warnings.

Users who do not normally have access to add objects (initiatives or similar) will have rights to add them via an Action button. When a user is given access to the button itself, he/she is implicitly also given rights to run the job, regardless of what is defined in Access control.

When a Workflow Run report action is started via an Action button, t he context of the report reflects the user who is logged in. That user will have the necessary access to run the report. this.user will resolve to the current user and Created by/Last modified will also be that user.

Action buttons may be placed on most objects but not in the .

Creating an Action button

To create an Action button, right click the parent element to which it belongs, choose Add -> Miscellaneous -> Action button.

Properties

General

Name - the name of the action button.

The default name is "Action button". You can change this name at any point to a name of your choice.
Description - an optional text that describes the action button.
Button text - the text to display on the button on Web.
Action type - the type of action that Corporater BMP performs when a user clicks the button on Web.
- Action - the run of a predefined Workflow or Transformer action.
- Add - the addition of an object or object category.
Action object - applies only if the Action type is 'Action'. The Workflow rule or Transformer item that Corporater BMP runs when a user clicks the button on Web.

If the item is a Transformer item, Corporater BMP uses the context of the current object to run it.
Destination expression - applies only if the Action type is 'Add'. Enter an extended expression that selects the object to which or the location in which Corporater BMP adds the object or object category when a user clicks the button on Web.

The object can be located on the same page as the action button or on a different page.
Addable items - applies only if the Action type is 'Action'. Click the Edit button () and select the object or object category that that Corporater BMP adds when a user clicks the button on Web.

If you select an object category, Corporater BMP adds the first valid object from that category.

If there is no valid object in the category, the Add button appears as disabled on Web.
Refresh page - select for Corporater BMP to refresh the page after a user clicks the button on Web.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Alignment - select the position of the action button on Web.
- Default
- Center
- Left
- Right
The alignment is relative to the button’s specified container.

The 'Default' positioning aligns the button to the left.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Visibility

Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.

Show Icon/Status - select which icon to display in the Title bar. You can choose between:
- Table type icon - the standard icon for the object
- Status gauge icon - a status gauge used as icon
- No icon

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.