Invoke Custom Action

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Invoke Custom Action

Another Custom Action (on the same List) can be invoked from the current Custom Action.

 

Invoke custom action in designer custom action

 

CA invoke custom action

 

 

Action Name: Provide unique name for action

 Execution Status: select this option to show or hide this custom action from user during execution.

 

 

In General Settings:

Run for:

 

Current item -- Choose a Custom Action from the "Custom Action" list below "Run for" (the "Custom Actions" box will list any Custom Actions on the current list). The Custom Action you are invoking will run on the current item.

 

 CA Invoke CA for current item

 

Lookup -- If the current item has any Lookup columns, these will be listed (Note that if the Lookup column is set to "Allow Multiple Values", it will not show up in the list).

First, choose one of the Lookup columns listed. Next, choose a Custom Action (the "Custom Actions" box will list any Custom Actions on the Lookup list). The Custom Action you are invoking will be run on the item in the Lookup list.

 

CA lookup for invoke Custom action

 

For example, there may be a Ticket list with "Category" as a Lookup. The Category list is a separate list that populates a drop-list on the Ticket. That Category list may have Custom Actions on it. When Lookup is chosen and Lookup column "Category" selected in "Invoke Custom Action", the Custom Actions for the Category list will show.  Choose one on those Custom Actions -- that is what will be invoked on the Lookup column item.

 

For further explanation: assume you have a Ticket where the "Network Issue" is chosen for the Category. Further assume that the Category list has a Custom Action called "Update Counter". You set up Invoke Custom Action to "Run for" a Lookup, choose Category as the Lookup, then choose the Update Counter custom action. When this custom action is invoked (as part of the Custom Action that includes the "Invoke Custom Action" action), the Update Counter will run on the "Network Issue" item in the Category list.

 

Query List Action item(s) -- Custom Actions will be run on the item(s) returned from a preceding Query List action.

 

 CA  query list invoke CA

For example, 'GetProblem' is query list action configured on 'Problem' list. When 'Query List Action' is chosen and in query list action column "GetProblems" is selected in "Invoke Custom Action", the Custom Actions configure on 'Problem' list will show in custom action column dropdown in "Invoke Custom Action"

 

Loop Item - to invoke custom action on item(s) for which loop runs. Choose the loop name( applicable only for loop configured for query list) from the drop list. This will invoke custom action on the item(s) returned from the query list for which loop runs. Custom action column dropdown will show all custom actions configured on query list that is selected in Loop control

 

Sample Example:

 

Custom action: in this example invoking custom action on each loop item.

 

 CA loop item invoke CA example

 

Action 1: GetProblem: Query list action

This action is configured on 'Problems' list. This action will fetch all related problems from 'Problems' list. 'Related Problem' is lookup column in 'Tickets' list on which this custom action is configured.

CA Query action for loop item

 

 

Action 2: Run For Each problem: Loop Control

 

 

 CA Loop control for query list action

 

 

Action 3: Invoke Custom Action

 

 Invoke custom action on loop item