Custom Actions allow users to trigger an agent or perform an operation directly from the OTM UI against a selected list of transactions. Smart Links are similar but operate on a single selected record and navigate the user to related data. The example below shows how to configure a custom action that triggers an INVOICE agent when a user selects ‘Reprocess Invoice’ from the Actions menu on a list of invoices.
Step 1 — Create a Label (login as DBA.ADMIN):
Create a new Label record. The Label ID and text you enter here will appear in the Actions menu in the UI.
Step 2 — Create a Custom Action (login as domain ADMIN):
Create a new Action record with the following fields:
Step 3 — Add the Action to a Screen Set:
Query the screen set for which you need to add the custom action. Go to the Actions tab, select Top on the hierarchy list, click the + button, and select Add Actions. In the Actions dropdown, select the label you associated with the new action, then save.
Testing:
Open your custom manager layout, select a few invoices, click the Actions button, and select the action label. This triggers the agent on the selected invoices.
Smart Links:
Smart Links are configured using the same steps as Actions with one difference: in the Screen Set, add the custom action under the Smart Links tab instead of the Actions tab.
The key difference between Actions and Smart Links is scope:
- Actions operate on a group of selected transactions. For example, you can select 10 order releases and trigger a Bulk Plan across all of them.
- Smart Links operate on a single selected transaction. For example, selecting a specific order release and clicking ‘Related Buy Shipment’ fetches the shipments associated with that one order release.