1.Open the Action tab of the custom action rule.

2.Select the Use automated action radio button.

The Use automated action drop-down list appears.

3.From the Use automated action drop-down list, select the appropriate file.

Action Tab Specifying a Custom Action

If No Item Selected appears as read-only text, that means no Java class or JavaScript files have been uploaded to the Automated Actions folder for the object definition.

4.Click Save to associate the action with the rule.

If TeamConnect detects errors while instantiating the selected class file (in relation to the object definition and its other classes), it displays the following error on the Action tab:

There is an Error in the Definition of this Action

Action Tab Displaying an Error with a Custom Action, Click Link to Open Automated Actions Folder

1.Open the Action tab of the custom action rule whose template you want to specify.

2.Select the Use template to add and populate records radio button.

The Use template to add and populate records drop-down list appears.

3.From the Use template to add and populate records drop-down list, select the appropriate template.

If No Item Selected appears as read-only text, no templates have been defined to be used with rules for the object definition.

4.Click Save to associate the template with the rule.

The following image shows the Action tab when no templates are available for the object definition. No Item Selected appears as read-only text and the Go to Templates link allows you to open the Templates tab of the object definition.

Action Tab of Rule Screen with No Available Templates, Click Link to Open Templates Folder

For more information about templates, see Using Templates.

1.Open the Action tab of the custom action rule whose template you want to specify.

2.Select the Use template to send notification radio button.

3.From the Use template to send notification drop-down list, select the appropriate template.

4.From the To/CC/BCC drop-down list, select the type of email to be sent to the recipient: A regular email, a carbon copy email, or a blind carbon copy email.

5.From the Recipient drop-down list, select the location of the recipient. Notification emails will be sent to the default email address of a user or contact.

oSelect Path and click the Navigator icon to open Object Navigator, and then select an attribute. For details, see Using Object Navigator.

oSelect Group to send the notification to all members of a defined group.

oSelect Address Book to send the notification to users in an address book.

oSelect Contact Object Collection to send the notification to users in a defined object collection, such as All Contacts, Recently Created, Recently Modified, etc.

oSelect Email String to send the notification to an email address.

6.(Optional) Select the Track in History check-box if you want a history record to be created every time a notification is sent out. A drop-down list appears.

From the Location drop-down list, select which level you want the history record to be saved in: Record, Object, or System. Record will not be available if the rule triggering event is Delete.

7.Click add more to continue adding notification recipients if necessary, or click Save to save the custom action rule.

Important: Notification templates that contain an object link or object link display string will not display these items correctly in the notification email for Custom Action rules that use the Create triggering event. This is because the object link has not yet been created when the Create triggering event occurs. To avoid this issue, use the Post Commit rule type instead of the Custom Action rule type.