Actions

The actions config is used to whitelist user actions on List screens and Details screens. The following actions are supported, each with its own display rules.

• Assign
• Claim
• Decision
• Receipt
• Release
• Unassign
• View Form

Supported actions

Assign

The Assign action opens a dropdown list of usernames to pick from. When a user is selected, the current Txn is assigned to that user.

Display rules

txn.taskType === "Review" &&
  txn.userLoginName === "" &&
  txn.availableActions.includes("assign") &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

note

Task assignment happens in Workspaces based on the user's email address. Make sure email addresses are distinct for all JM user accounts.

Claim

The Claim action assigns the current Txn to the current user.

Display rules

txn.taskType === "Review" &&
  txn.userLoginName === "" &&
  txn.availableActions.includes("assign") &&
  txn.userLoginName === currentUser &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

Decision

The Decision action opens a modal using the current Txn formUrl with &pageId=decision appended.

Display rules

txn.taskType === "Review" &&
  txn.userLoginName === currentUser &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

Receipt

The Receipt action opens a modal with the current Txn formReceipt. If more than one receipt is attached to the Txn, the modal shows a dropdown list from which the user can select a receipt to view.

Display rules

txn.job || txn.receiptUrl;

Release

The Release action unassigns the current Txn. This action is the same as the Unassign action except it is available only if the current user is the assignee.

Display rules

txn.taskType === "Review" &&
  txn.availableActions.includes("unassign") &&
  txn.userLoginName === currentUser &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

Unassign

The Unassign action unassigns the current Txn. This action is available to all users, unlike the Release action which is available only if the current user is the assignee.

Display rules

txn.taskType === "Review" &&
  txn.availableActions.includes("unassign") &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

View Form

The View Form action opens a modal using the current Txn formUrl with &read-only appended. The query parameter &read-only is sent in the URL to support special handling on the Maestro form.

Display rules

txn.taskType !== "Review" &&
  !["Completed", "Abandoned", "Expired", "Submitted"].includes(txn.formStatus);

Properties

Actions

Property	Description
$actions	String (Default: null) Required. The list of actions available in the space. Valid actions are: Assign Claim Decision Receipt Release Unassign View Form

Example

The following example shows some actions that can be configured for a manager (user type).

{
  "actions": ["Receipt", "Decision", "Unassign", "Assign"]
}