Web UI

HOWTO: Insert a User Action

Updated: October 22, 2018 Page Information Edit on GitHub

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

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.

    You should end up with something like this:

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

2 months ago Loubna Benzaama Fix Showcase Content add-on doc
History: Created by Loubna Benzaama

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