New Action Request

Hi Srini Rao,

Assuming you are on LMRK10+ and TM10+, and you have security access to the Application Configuration Console:
- Log in to Rich Client
- go to (Rich Client) Start >> Configure >> Application
- Select "Business Classes" and click the "new" button in the panel header
- Select the "Action Request" radio button for a completely new action (or Action Override or Action Extension if you just want to modify and existing simple action - see the documentation for details)
- Select the Employee business class and click OK
- Fill out the form with the required information and select the parameter fields.
- If you wish, click the next button (right arrow in the panel header) to select the roles that should have access to this action
This will create the action request itself.

If you need to muck around with the related Action Request Form, take the following steps:
- Return to the Config Console main menu
- Expand the "Business Classes" section and select "Employee"
- Click the "New" button
- Select the "Form" radio button
- Select the Employee business class (it should already be selected)
- select the form named {your_action_name}_implicit_action_form
- Edit the form as required.

Please note that the custom action request functionality is pretty limited. Generally, you really can only manipulate the UI (user interface) functionality and very limited BL (business logic). If you are hoping to do something complex, it will be very difficult if not impossible. If you need to do anything remotely complicated, you will have to manipulate the Action Request and/or Form using LPL (Landmark Pattern Language) which is not intuitive, doesn't provide much useful feedback other than "Oops, that's not right", and is not documented in any useful way. Be prepared to spend many hours mucking around trying to make it work.

That said, it is possible to do some pretty impressive things - it just takes time to figure it all out.

Good Luck!
Kelly

Morning Kelly, Thanks for detailed response.

We are working on the custom interface , HR wants to extract the employee record in certain format when they trigger a action or right click and select a action example "export to external system". I created a process flow to extract the data but i'm not sure how I attach the flow to a action. They only exports one employee at a time.

Yes we are on 10+

Within the ActionRequest, you have to select the ProcessFlowService. You can create a custom service (Start>>Applications>>ProcessServerAdministrator>>Configuration>>ServiceDefinitions) and associate that service with your custom flow and associate your action with the custom service.

Within the flow, you can then retrieve the action parameters by querying the Employee business class using action "Find{YourActionName}" (returns only the fields populated in the action) or "FindMerged{YourActionName}" (returns the values from the action merged with the non-modified values from the business class). You won't find those actions listed in the builder, but they will still work.

Hi Kelly / Srini,

Is there a way that particular action triggers itself when there is a change made to a specific field. for example i want HR to be notified when someone changes a passport entry.

Is that possible ?

i dont want an user to actually trigger it.

Thanks,
Gokulkumar.

Hi Gokulkumar,

It is not possible to trigger an action based only on a field change. You have two options via the ActionRequest route: First, you can create a new action (maybe called Update Passport Info or something) and related service that triggers a custom flow to send notification, and then remove the Passport fields from all other action forms where they can be altered. This is the best option.

The other possibility (which will likely miss some updates) would be to modify all the action flows that touch that business class and add a new section to compare the "new" passport values to the "current" passport values, and then send a notification if they are different. It would be very challenging to make this work consistently and completely.

One other option - this is probably better that the two above - would be to create a scheduled flow to compare Passport values against value that is stored somewhere (maybe a UserField?). If they are different, add the employee to the notification and update the UserField. You could even create a Condition UserField that would identify records where the stored value doesn't match the "live" value for ease of filtering.

Good Luck!
Kelly