Web UI

HOWTO: Insert a User Action

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In this tutorial you will learn how to insert a user action on your instance using Studio Designer, to easily validate documents.

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Requirements

Create an Automation Chain

Jump between any Studio feature or menu in a snap by typing its name. This action can be triggered by clicking the Jump To option on the bottom left of your Studio project, or using the Ctrl + K / ⌘ + K shortcut.

On Studio Modeler:

  1. Go on Configuration > Automation and then on Automation Chains.
  2. Click on the New button.
  3. Give your automation chain an ID validateDocument and click on the Next button.
    The automation chain editor is displayed. The Fetch > Context Document(s) is automatically added as the first operation of the chain.
  4. Drag and drop the operation Document > Follow Life Cycle Transition and set the transition as approve.
  5. Click on Save.

    You should end up with something like this:

Bind the Action to an Element

Now that your automation chain is ready, you will need to bind it to an action.

On Studio Designer, go on the UI tab:

  1. In Actions, hover over the Create button and select the Operation button.
  2. Fill in the creation form as shown below:
  3. Fill in the Filters section as shown below:
    Only the users who have Manage Everything permission will see the button.
  4. Save your changes and deploy your project.

On a Contract document type that you want to validate (change status from Project to Approved), click on your brand new Validate button in the action toolbar and refresh your page.
Your contract is approved! The button disappeared as the status has changed.

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