Action assignment form
The action assignment form is used to define a action in your application.
| Field | Description |
|---|---|
| Action label | Label that appears on the button created through the action. For example: Initiate Contract |
| Action name | Name for your action that appears in the action assignment list. For example, initiate_contract. |
| Application | Application for the action assignment. |
| Table | Field to limit this action to activities with this associated table. |
| View | View of the form on which the action button is displayed. |
| Enable for all Configurable Experience | Determines whether the action should appear in all experiences or only in specified experiences. If true, the action appears in any applicable form regardless of experience. |
| Active | Option to activate the action. |
| Order | Integer that determines the precedence of this action in relation to matching actions with the same name. The lower the number, the more likely it is to be selected against other actions. This ordering enables you to override other actions with your own. |
| Tooltip | Text that displays when agents point their cursor over the button. |
| Description | Description for the action that's displayed in the Action Assignments list. |