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Version: 23.10

Actions

The actions attribute is used to whitelist user actions on the List and Details screens. Actions appear in a group at the top-right of the Details screen in desktop mode, or at the bottom right for mobile.

Single actions property​

As of Journey Applicants 23.10, there is only one set of actions, which is defined as a single actions property in the config files. This replaces the separate txnActions and jobActions properties that existed in earlier releases.

The following actions are supported:

  • Receipt
  • Add Notes
  • Resume
  • Recover
  • Withdraw

Actions appear on the Details screen in the order specified above, from left to right.

Receipt​

The Receipt action opens a modal displaying the current Txn formReceipt. If there is more than one receipt attached to the Txn, the modal includes a dropdown list allowing the user to select a receipt to view.

Display rules​

txn.job;

Add Notes​

The Add Notes action displays a modal in which notes for the current task can be viewed and added.

tip

You can reply to an existing note from the Notes card on the Details screen. To reply to a note, click View Thread for the note.

Display rules​

This action has no display restrictions.

Recover​

The Recover action re-opens an abandoned Txn.

Display rules​

txn.taskType !== 'Review' &&
  txn.availableActions.includes('reopen') &&
  txn.userLoginName === currentUser &&
  txn.formStatus === 'Abandoned';

Resume​

The Resume action opens a modal displaying the form with the current Txn formUrl, and &pageId='' appended to it.

info

We send a message using a postMessage API with the following schema:

{
  pageId: '';
}

Display rules​

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

Withdraw​

The Withdraw action is used to abandon a saved Txn.

Display rules​

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

Invoke Fluent Function on Single Actions​

Some actions have the ability to invoke a fluent function once the action has successfully completed. Those actions are:

  • Recover
  • Withdraw

The invoke functionality can be accessed by adding the onSuccess property to the action and the appropriate invoke properties. See Invoke for more information.

space config
{
  ...
  actions: {
    Claim: {
      label: 'Claim',
      onSuccess: {
        serviceName: 'DAO - Rerun Integrations',
        versionNumber: '0.1.0',
      },
    },
    Release: {
      label: 'Release',
    },
  }
  ...
}

Actions config​

{
  ...
  actions: {
    Resume: {
      label: 'Resume',
    },
    Withdraw: {
      label: 'Withdraw',
    },
    Recover: {
      label: 'Recover',
    },
    Receipt: {
      label: 'Receipt',
      permissions: {
        type: 'group',
        value: ['Manual Review'],
      }
    },
  },
  ...
}

Attributes​

To review the list of supported attributes, see CurrentSpaceActions.