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Overview

An action is where a user can create objects, assessment objects, or export data from within an activity. An action is displayed in its own section with a button that, when clicked, will display a selected form for users to enter and save data into an object.

Actions are saved to activities within an application. 

User Account Requirements

The user must have Administrator permissions to add an action to an activity. 

Related Information/Setup

Please refer to the Creating an Application & Activity article for more information on creating applications and activities. 

Navigation

1.  From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Applications tile under the Application Management section.

Applications Tile

4. On the Admin: Applications screen, from the list of applications, click the application with the activity that you want to add an action to.

Admin: Applications Screen

Adding an Action to an Activity

1. From the Admin: Edit Application screen, select an Activity from the list or click the + Create an Activity button to create a new activity. Please refer to the Creating an Application and Activity article for further information.

Activity Link

2. From the Admin: Edit Activity screen, click the + Add Action button under the Action section.

+ Add Action Button

3. Enter an action name in the Action Name field. The action name will appear as a button when the user views the activity.

Action Name Field

4. Three different actions can be created depending on the action selected from the Action Type dropdown menu:
   • Create Assessment
   • Create Object
   • Data Export
5. When creating a Create Assessment action the following fields will appear:
   • Action Type: Select the Create Assessment action from the Action Type dropdown menu.
   • Assessment Type: Select the assessment the user will create objects for from the Assessment Type dropdown menu.
   • Define Form to Show When Creating New: Select the configurable form used to display the new assessment action.

Note: You must select a configurable form that includes the Assessment Context element in the Define Form to Show When Creating New dropdown menu. You cannot select the assessment’s default form as it will not display the required focus or dimensions fields.

Create Assessment Fields

6. When creating a Create Object action the following fields will appear:
   • Action Type: Select the Create Object action from the Action Type dropdown menu.
   • Object Type: Select the object type the user will input data into.
   • Define Form to Show When Creating New: Select the configurable form used to display the new object action.

Create Object Fields

7. When creating a Data Export action the following fields will appear:
   • Action Type:  Select the Create Object action from the Action Type dropdown menu.
   • Report: Select an export report from the Report dropdown menu. A Data Analytics Export reports are data visualizations that are specifically designed to allow end users to export object data (properties, fields, workflow states, relationships, and references) into an Excel spreadsheet.

Data Export Fields

8. Click the Create button to create the selected action.

Create Button

9. To modify the order of the actions in the activity, click and drag the Reorder icon beside an action.

Reorder Icon

10. To edit the action's name or form, click the Edit icon.

Edit Icon

11. To delete the action, click the Delete icon, then the Yes button on the Confirmation pop-up to confirm.

Delete Icon