The Actions Wizard is a web part that is used to create and
modify action definitions that can later be selected for use in a roll-up,
Cross-Connect (Summer 2006 and later
releases only), or via the Action Picker. It may help to think of the
Actions Wizard in a similar manner as the Roll-Up Wizard, which is used to
create and modify roll-ups that can later be selected for use on a page.
As is the CorasWorks standard,
as of the Summer 2006 release, all actions can be run within or across sites,
across site collections, and even across virtual servers, as long as the work
is done within the same configuration database. Documents and other attachments
can also be copied across sites, site collections, and virtual servers.
As of the Summer 2006 release, seven action types are
supported:
· Create Item Link - Create a link to an
item and save that link in a list. Links can be created to any item in any
list, so the resulting list of links can lead to items in any number and type
of list.
· Create List Item - Create a new item in
a list identified in the action definition. Any number of columns can be
populated with information supplied in the action definition, copied from the
selected item in a roll-up, or entered by the user when the action is run. Can
be executed from an action-enabled roll-up, Cross-Connect, or the Action
Picker.
· Delete List Item - Delete one or more
selected list items displayed in a roll-up.
· Email Item Link - Send an email with a
link to the selected item in a roll-up.
· Go To URL - Bring the user to a URL
identified in the action definition. Used with the Action Picker, an
action-enabled roll-up, or Cross-Connect.
· Modify List Item - Change the value in
one or more columns in selected items in a roll-up display.
· Publisher - (Introduced in the Winter
2006 Update) Copy selected column values in a list or library to another list
or library.
Before you begin
creating action definitions, you should know that action definitions are
stored and managed in a document library that CorasWorks refers to as an action
library. You can create an action library based upon a standard SharePoint
document library template, and the Actions Wizard will automatically add the
necessary columns when you create an action definition.
The Actions Wizard is used to create and modify action
definitions. For information on action usage, please see 0Action-Enabled Roll-UpsHelp_D2HPrivate(-9,1496)Overview0,
the 1Cross-ConnectHelp_D2HPrivate(-7,1879)Overview1,
the 2Action PickerHelp_D2HPrivate(-9,1096)Overview2,
or refer to the Capabilities Guide.
The Actions Wizard is available only with the Developer
Edition and the Small Business Edition of the CorasWorks Workplace Suite; it is
not included in the Professional Edition.
Last Modified: DATE \@ "MMMM yy" October 06
It is crucial that you name each of your action definitions
as clearly as possible so that both you and other site designers will know what
the action will do. This will ensure that valid action definitions are selected
for each type of roll-up, and your users will understand what the action will
do when they execute it.
At the same time, keep in mind that the drop-down that
displays the action names will automatically resize to fit the longest title.
As a result, CorasWorks recommends that you limit your action names to
approximately 30 characters in length.
Actions can be run within or across sites, across site
collections, and even across virtual servers, as long as the work is done
within the same configuration database. However, actions cannot be written to
an action library located in a sub-area.
In order to create and save action definitions, the site
designer must have Administrator access to the list where actions are saved.
Contributor or Web Designer access is not sufficient. This restriction is due
to the fact that the Action Wizard creates the action definitions programmatically
and SharePoint requires full permissions to do so.
Action-enabled-roll-ups, Cross-Connects, and the Action
Picker can all be configured to display an unlimited number of actions from
different libraries in the Actions drop-down. However, the drop-down will only
display the actions from the libraries to which the user has at least Read access.
If the user does not have at least Read access to a particular action library,
those actions will not be displayed by the web part.
TIP: If designed
properly, you can use this feature to determine the actions you want to provide
to a group of users. Different users can have different options based on their
security rights in the workplace and the groups in which they members. For
example, administrators could have actions available to them to perform
administrative work such as archiving.
Or, you may want to make certain actions, such as Delete List Item-type
actions, available to a select group of individuals.
Users must have a minimum of Contributor access to a
destination list in order for an action to succeed in creating, modifying, or
deleting items in that list. If a user attempts to execute an action that
updates a list to which they do not have at least Contributor access, the
action will fail and the defined error message will be displayed.
Actions update records on an item-by-item basis. So if the
user attempts to execute an action against multiple items in a roll-up that
pulls from multiple lists, the action may succeed with some items and fail with
others. If the user has Contributor access to one of the lists that goes into
the roll-up and Read access to another list, the items from the list to which
the user has read access will fail.
Some action types can copy data from the selected roll-up or
Cross-Connect item, some can populate roll-up items with static data from the
action definition, and some can prompt the user to populate certain columns
when the action is executed. There are a few guidelines to keep in mind
regarding the types of column data that can be copied and/or populated.
The following data types can either be copied from a list
item in the roll-up or Cross-Connect or populated with static data from the
action definition:
· Boolean
· Choice
· Currency
· DateTime
· Multi-Choice
· Note
· Number
· Text
· URL
· User
What that means is, when you create or modify an action
definition, depending on the action type, this type of data column can be
displayed with both a checkbox (meaning it can be copied from the roll-up or
Cross-Connect item) and an entry field (meaning it can be populated with static
data from the definition).
The CrossProjectLink data type, on the other hand, can only be
copied from a list item in the roll-up or Cross-Connect; it cannot be populated
with static data from the action definition and it cannot be entered by the
user when the action is executed. As a result, when this type of data column is
referenced on the Actions Wizard interface, a checkbox will be available, but
an entry field and the Select at Runtime checkbox will not.
The Select at Runtime option, which allows users to populate
columns when an action is executed, is available for all other data types
except
Calculated fields are not supported. They display a value
that is calculated at run-time, so they do not store a value that can be copied
or referenced.
This section describes some of the portability issues
surrounding action definitions.
For all of these action types, the Configure Action section
of the Actions Wizard includes a field where the URL of the destination list is
identified.
· You can enter a URL to a site that
differs from the site where the Actions Wizard is located, but is still in the
same content database. If you do this, a relative reference to the identified list
is stored.
For example:
The Actions Wizard is running on a page at http://mysite/sites/jdoe.
You select a list from a site on http://mysite.
The reference is stored as /sites/xyzsite/Lists/mylist. If the action
definition is placed on a new site, the only requirement is that there is a
list at /sites/xyzsite/Lists/mylist. The server name does not matter.
· You can enter a URL to a different
top-level site than the one where the Actions Wizard is located. If you do
this, an absolute reference is stored to the identified site and destination
list. This makes the reference
non-portable if the definition is placed on a server that is not in the same
database as the reference.
For example:
The Actions Wizard is running on a page at http://mysite/sites/jdoe.
You select a destination list from a site on http://yoursite/sites/you.
The reference is stored as http://yoursite/sites/you/Lists/mylist. If it did not work this way, the framework
would never know to get the list from a site other than the one the user is on
when executing the action. This is not as portable as the above example.
When creating a Create List Item action definition or Create
Item Link action definition, you also have the option to select literal
(static) values from choice fields and multi-choice fields. If you do this and
the selected value does not exist in the Choices collection for that field in
the selected roll-up or Cross-Connect item, the action will fail.
This type of action is not tied to a specific list. The list
you identify in the action definition is only used for schema column
matching. As long as the list item in
the roll-up contains the column(s) identified in the action definition, the
action will run.
For example, say you create an action and select a list that
has a Title column. You type My New
Title in the Title field when defining the action and leave all of the
other available columns blank. This action can be run on any list item that has
a Title field. If you also entered a value in the Description column, the
action could only be executed against list items that contain both a Title and
Description column.
There are no portability issues for this type of action.
Portability issues may arise if a literal email server is
identified in the action definition and is then unreachable when the action is
ported to new domain. Issues may also
arise if Use SharePoint for Email is selected and email is not configured on
the new SharePoint site.
This type of action is not portable. The Summer 06 release
does not support relative URLs for navigation.
When actions were initially deployed in the Winter 2006
release, if you deployed an action that was configured to use a list that did
not exist in the current configuration, you would have to re-select the
appropriate list in the Actions Wizard and then re-enter all of the values for
the action definition.
In the Winter 2006 Update and later releases, if you deploy
an action that is configured to use a list that does not exist in the current
configuration, you still have to re-select the appropriate list, but all of the
definition values are automatically populated after selecting the list.
If you want to be able to reuse an action definition in
another area of the same workplace environment, you will need to reconfigure
the action to use an absolute URL. The
reason is that you will be moving the action definition. When you do this, if
it is configured with an absolute URL, when you want to reference it in the new
site, it will be immediately reusable without any additional configuration.
You will need to modify the actions in the original source
actions library to be an absolute URL reference. Note, however, when working with actions,
this configuration will only stay permanent if the display is configured to
work with an action library that is not in the same site as the display. Therefore, in certain circumstances, you will
have to move either the display to another site first or move the action
library to another site and then configure it.
When you select an action to enable for a particular roll-up
or Cross-Connect, the roll-up/Cross-Connect web part stores a reference to the
location of the action definition. If the action definition is located in a
library in the same site where the roll-up or Cross-Connect is located, a
reference is stored with just the library name. If the action definition is
located in a different site, a reference is stored with the entire path.
If you enable actions for a roll-up or Cross-Connect and
then save the site as a site template, the references to action definitions
that are stored in action libraries in the same site are maintained and are
portable. Any references that include the entire path are not portable.
When actions were initially introduced, Create List Item and
Modify List Item actions did not support document, picture, or form libraries,
or any other libraries with a base type of document library. From the Winter
2006 Update moving forward, document libraries (including InfoPath libraries
and picture libraries) are supported by all action types.
The Winter 2006 Update and later releases support
modification of metadata regarding a document/form/picture. Actions do not
modify the document itself. Forms can be copied from one library to another.
However, fields that are specified in the XSN (the InfoPath form template)
rather than the library cannot be created in the destination; the XSN from the
source library is not copied to the destination library
The Action Wizard
does not support SPS document libraries, only WSS document libraries. All
other list and library types are supported.
In the Winter 2006 Update and later releases, actions
support InfoPath forms to the following extent:
· Actions can be used to copy data
from an InfoPath form into a list or library.
o The
data must be identified in the form template (xsn) as a list field. If the data
is not bound to a list field, it cannot be copied.
· Data cannot be copied from a list
or library into an InfoPath form.
· Actions can be used to copy data
from a remote site collection to the current one (but not vice versa).
While CorasWorks actions do support both lists and libraries
as of the Winter 2006 Update, there are some differences in the way each is
handled. These differences are described below.
· An action that creates or copies a
list item can be executed over and over again, allowing duplicate list items to
be created. The same action can only be executed once against a document. If
you execute the action a second time against a document, it will see that the
document already exists in the destination library and the action will fail.
This applies to the following action types:
o Create
List Item
o Publisher
· Now that document libraries are
supported, an action can be used to copy data from an InfoPath form into a
list. For example, you might want to copy the title of an InfoPath form to an
Inbox list that has a Title column. However, you cannot copy data from a list
into an InfoPath form or other document.
This type of action will create a link to a roll-up or
Cross-Connect item selected by the user and save that link in a list that you
identify in the action definition. Links can be created to any item in any
list, so the resulting list of links can lead to items in any number and type
of lists. The item in the link list can also include either static data defined
in the action (e.g., text to be placed in the Notes column that should be the
same for all of the links), or value(s) copied from the selected roll-up or
Cross-Connect item (e.g., the person to whom the item is assigned).
All of the steps in these procedures are required, except
Steps 3, 9, and 13.
1. When a Create Item Link action is executed, it
writes to a list that is identified in the action definition. Therefore, you
need to create that destination list before you create the action definition.
2. Select the Create a New Action
button at the top of the Actions Wizard.
3. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
4. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
5. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
6. Use the Action Type drop-down to select Create Item Link. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for that action type.
7. In the Message Displayed for Successful Action field, type the message to be
displayed to users when an action is completed successfully.
8. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when an action fails for any
reason.
9. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
10. The Lists drop-down field is
automatically populated with all of the lists available on the current site. If
you want the item links created as a result of this action to be saved in a
different site, type the URL for that site in the Add Site field.
11. In the Lists field, select the name of
the list where you want the item link to be saved (the destination list).
12. The page is refreshed and the Link
Target Field area is populated with the names of all of the columns
that can be used to store the link URL. Select the column you want to use.
NOTE: You should
be aware of the maximum length of this column and the potential length of the
13. If you want the link item to include a copy of
any attachments associated with the source item, select the Include Attachments checkbox. This
feature was introduced in the Winter 2006 Update.
· The size of the attachments allowed
is dependent upon the virtual server’s general settings.
14. A set of columns is displayed below the Link
Target Field. These columns can be populated in the destination list item. You
must select at least one column. You have several options for each column:
· If you want the column to be
populated with the same data as the selected item in the roll-up or
Cross-Connect, place a mark in the left-most checkbox.
· If you want the column to be
populated with the same content every time a link item is created as a result
of this action, type that static data in the entry field.
o Several
functions are available for use in single and multi-line columns. For a listing
and definitions, see the Additional Functions
topic.
· If you want the user to populate
the column when the action is executed, choose the Select at Runtime
checkbox.
o If
the column must be populated, select the
Required Field checkbox.
o If
you want the column to be displayed in a different order on the Action Runtime
Interface (entry form) than it is on the Actions Wizard interface, type the
desired order in the Entry Order field. If you leave
this field blank, the column will be displayed in the same order as it is shown
in the Actions Wizard.
· If you want the column in the link
item to be blank, leave it blank in the definition.
NOTE: You can use any combination of
static data, data copied from the selected item, and data entered by the user
at runtime for the columns displayed on the Actions Wizard interface. However,
you should not try to select more than one for a single column. The Actions
Wizard will not allow you to select both the left-most checkbox and the Select
at Runtime checkbox. And if you select a checkbox and also enter a static value
for a single column, the checkbox will take precedence when the action is
executed.
15. If you are working with the Winter 2006 Update or
a later release and the selected list includes date columns, a Date Picker with
multiple drop-downs and checkboxes is available. You can:
· Use the left-most checkbox to copy
the date and time from the selected roll-up or Cross-Connect item when the
action is executed.
· Use the first drop-down to select a
static date from a calendar. Navigate to the desired month and year and then
click on the date you want to select.
· Select the hour and minutes from a
pair of drop-downs.
· Select one of the CorasWorks date
functions from a drop-down, so you do not need to identify a literal date. For
a complete listing with definitions, please refer to the Date Functions section of this help topic.
· Add or subtract the identified
number of days from the existing value in the date column by entering a
positive or negative number in the Day(s)
entry field. If the date column is not currently populated, the days will be
added or subtracted from today’s date. If you want to subtract days, simply
precede the number by a – sign. If you want to add days, a symbol is not
necessary.
· Choose Select at Runtime to have the Action Runtime Interface (ARI) prompt
the user the make a selection using any of the above options when the action is
executed.
If you attempt to utilize
multiple selection options, the Actions Framework will look for a date function
first, then a Day(s) entry, and then a calendar date. There is no interaction
between these methods, so, for example, it will not process a combination of a
date function and a Day(s) value, such as adding five days to the first day of
the first quarter.
16. When you are finished defining the new action,
select Save. The action is now available for use in an action-enabled
roll-up or Cross-Connect.
This type of action will create a new item in a list that
you identify in the action definition. The action definition determines how
each column in the new list item is populated.
When creating this type of action definition, keep in mind
that the columns referenced by the action must exist in both the source list
and the destination list and must utilize the same column names. If they do
not, the action will fail when it is executed. If an action fails, the status
area will include an appropriate error message and links to the failed item(s).
In the Winter 2006 Update and later releases, this action
type supports all libraries with a base type of document library. The Winter
2006 release did not support document, picture, or form libraries.
All of the steps in these procedures are required, except
Steps 3, 9, and 12.
1. When a Create List Item action is executed, it
writes to a list that is identified in the action definition. Therefore, you
need to create that destination list before you create the action definition.
2. Select the Create a New Action
button at the top of the Actions Wizard.
3. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
4. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
5. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
6. Use the Action Type drop-down to select Create List Item. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for that action type.
7. In the Message Displayed for Successful Action field, type the message to be
displayed to users when an action is completed successfully.
8. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when an action fails for any
reason.
9. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
10. The Lists drop-down field is
automatically populated with all of the lists available on the current site. To
save the list items created as a result of this action in a different site,
type the URL for that site in the Add Site field.
11. In the Lists field, select the name of
the list where you want list items created as a result of this action to be
saved (the destination list). The page is refreshed.
12. If you want the new item to include a copy of
any attachments associated with the source item, select the Include Attachments checkbox. This
feature is new as of the Winter 2006 Update.
· The size of the attachments allowed
is dependent upon the virtual server’s general settings.
13. All of the column names that can be used to
create a new item are displayed below the Include Attachments checkbox. You
must select or populate at least one column for the action definition. You have
several options for each column:
· If you want the column to be
populated with the same data as the selected item in the roll-up or Cross-Connect,
place a mark in the left-most checkbox.
· If you want the column to be
populated with the same content every time an item is created as a result of
this action, type that static data in the entry field.
o Several
functions are available for use in single and multi-line columns. For a listing
and definitions, see the Additional Functions
topic.
· If you want the user to populate
the column when the action is executed, choose the Select at Runtime
checkbox.
o If
the column must be populated, select the
Required Field checkbox.
o If
you want the column to be displayed in a different order on the Action Runtime
Interface than it is on the Actions Wizard interface, type the desired order in
the Entry Order field. If you leave this field blank, the column
will be displayed in the same order as it is shown in the Actions Wizard.
· If you want the column in the new
item to be blank, leave it blank in the definition.
NOTE: You can use any combination of
static data, data copied from the selected item, and data entered by the user
at runtime for the columns displayed on the Actions Wizard interface. However,
you should not try to select more than one for a single column. The Actions
Wizard will not allow you to select both the left-most checkbox and the Select
at Runtime checkbox. And if you select a checkbox and also enter a static value
for a single column, the checkbox will take precedence when the action is
executed.
14. If you are working with the Winter 2006 Update or
a later release and the selected list includes date columns, a Date Picker with
multiple drop-downs and entry fields is available. You can:
· Use the left-most checkbox to copy
the date and time from the selected roll-up item when the action is executed.
· Use the first drop-down to select a
static date from a calendar. Navigate to the desired month and year and then
click on the date you want to select.
· Select the hour and minutes from a
pair of drop-downs.
· Select one of the CorasWorks date
functions from a drop-down, so you do not need to identify a literal date. For
a complete listing with definitions, please refer to the Date Functions section of this help topic.
· Add or subtract the identified
number of days from the existing value in the date column by entering a
positive or negative number in the Day(s)
entry field. If the date column is not currently populated, the days will be
added or subtracted from today’s date. If you want to subtract days, simply
precede the number by a – sign. If you want to add days, a symbol is not
necessary.
· Choose Select at Runtime to prompt the user the make a selection using any
of the above options when the action is executed.
If you attempt to utilize
multiple selection options, the Actions Framework will look for a date function
first, then a Day(s) entry, and then a calendar date. There is no interaction
between these methods, so, for example, it will not process a combination of a
date function and a Day(s) value, such as adding five days to the first day of
the first quarter.
15. When you are finished defining the new action,
select Save. The action is now available for use in a roll-up or
Cross-Connect.
When a Delete List Item-type action is executed, a
confirmation message will be displayed before the system proceeds with deleting
the selected record(s).
All of the steps in these procedures are required, except
Step 2 and Step 8.
1. Select the Create a New Action
button at the top of the Actions Wizard.
2. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
3. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
4. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
5. Use the Action Type drop-down to select Delete List Item. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for that action type.
6. In the Message Displayed for Successful Action field, type the message to be displayed
to users when an action is completed successfully.
7. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when an action fails for any
reason.
8. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
9. Click Save. The action is now
available for use in an action-enabled roll-up or Cross-Connect.
This type of action will send an email with a link to the
roll-up or Cross-Connect item selected by the user. The email recipient(s) can
be hard-coded in the action definition, determined by the value of a column in
the selected roll-up or Cross-Connect item (e.g., Assigned To, Manager), or
identified by the user when the action is executed.
For example, with this action type, you could select
multiple overdue items from a task roll-up and notify the people to whom the
tasks are assigned with just a few clicks of the mouse.
1. Select the Create a New Action
button at the top of the Actions Wizard.
2. In the Site URL field, type the URL of the
action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
3. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
4. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
5. Use the Action Type drop-down to select Email Item Link. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for this action type.
6. In the Message Displayed for Successful Action field, type the message to be
displayed to users when the action is completed successfully.
7. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when the action fails for any
reason.
8. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
9. If you want the action to utilize SharePoint
to send email, select the Use SharePoint Email checkbox. When this option is
enabled, it allows the action to pull configuration information from
SharePoint. It uses the internal mail settings that SharePoint uses when
sending alerts. If you use this option, SharePoint must be configured for
email.
10. The Send Multiple Links in One Email
checkbox (new with Summer 2006) allows
you to send links to all of the selected items in a single email, rather than
one email for each selected item in the action-enabled roll-up or Cross-Connect.
When enabled, this option will be utilized when:
· The Enter Values at Runtime option is enabled (see below) AND
· Neither the Primary Recipient Field or the Secondary Recipient Field (see below) is utilized. If either of
these is populated, a separate email will be sent for each selected item.
You can, however, identify one or
multiple Mail To addresses and/or multiple CC addresses (see below).
11. If this action emails a link to an item in a
document library, you can enable the Link Directly to Documents option (new with Summer 2006). This allows you to send a link directly to
the specified document (or form), rather than a link that goes to the document
item. When a user clicks on the link in the email, the document or form is
opened, instead of the item.
12. The Enter Values at Runtime checkbox
is similar but different from the Select at Runtime option available with some
other action types. In this case, you cannot select the fields you want to see
at runtime, nor can you select the order. Instead, when the Enter Values at Runtime option is
enabled, the following values can be identified when the action is executed;
the remaining values are referenced from the action definition:
· Mail To
· CC
· Subject
· Body
If you select the Enter Values at Runtime option and
populate any of these values within the action definition, the values will be
displayed within the entry form when the action is executed. The user can add
to or edit the values as necessary.
NOTE:
Because Email Item Link actions are not configured to a list, the
contents of the selection area are pulled from the current site you are on.
This can affect the recipients available for selection when Enter Values at Runtime is enabled.
TIP: With this new feature, this action type can be
used to send an email even if no list items are selected. You can identify the
recipient(s), subject, and body from the entry form displayed when the action
is executed. No link will be included in the email.
13. If you do not want to use SharePoint to send
email, use the Mail Server field to identify the Server Name (ex:
mailserver.coras.net) or IP Address (ex: 10.13.99.30) that handles all email
SMTP requests. If you have Use
SharePoint Email enabled, leave this field blank.
NOTE: You must either use the Use
SharePoint Email option or identify the Mail Server.
14. If you want to identify a literal email address
to send item links to, either type that email address in the Mail
To field or select from the list below the entry field. This field
can be used with any combination of the CC,
Primary Recipient Field,
and/or Secondary Recipient Field.
· Manually entered email addresses
should be typed in this format: Support@corasworks.net
· To identify multiple manually
entered email addresses, separate each address with a semicolon (;).
· To choose multiple addresses from
the selection area, hold down either Shift or Ctrl during selection.
NOTE: The values you identify in the Mail To field and the remaining properties on
the Actions Wizard are case-sensitive. For example, if you want to identify the
Assigned To field in the Primary
Recipient Field property, you would need to make sure you enter that
name with the same capitalization used in the source list. Otherwise, the
action will fail.
15. To send the email to one or more secondary
recipients, type or select the desired recipient(s) in the CC field. This
entry field has the same abilities and requirements as the Mail To field.
16. In the Email Subject field, you have
three options:
· If you want static content to be
used as the subject each time this action is executed, type the subject that
should appear in the email’s Subject line.
· If you want the user to determine
the subject each time the action is executed, leave the field blank. Make sure
the Enter Values at Runtime
checkbox is selected.
· If you want to provide some
standard content that can be used as the subject each time the action is
executed, but want to allow the user to be able to modify it if necessary, type
that content in the field and make sure the Enter Values at Runtime checkbox is selected. When the action is
executed and the entry form is displayed, the content will be displayed in the
entry field, but it can be edited.
17. The Email Body field is used to
define the body (content) of the email. It offers the same three entry options
as the Email Subject field.
· This field holds text only; it will
not do anything with variables or functions as the List Item Emailer does.
· Hard carriage returns (line breaks)
are respected.
· If you want to identify a field to
hyperlink in the body of the email, rather than showing the URL of the linked
item, type the name of that field in the Link Field entry area. For example, say you want to email a link
of new leads to the sales manager. You select Company Name as the Link
Field. In the email, the company name will be hyperlinked to the URL of each
item.
18. The Link
Field property (new with Summer
2006) is used to identify a field to hyperlink in the body of the email,
rather than showing the URL of the linked item.
· For example, say you want to email
a link of new leads to the sales manager. You select Company Name as the
Link Field. In the email, the company name will be hyperlinked to the URL of
each item.
19. The destination email address can be determined
from the roll-up or Cross-Connect item selected by the user. If you wish to do
this, type the column you want to reference in the roll-up or Cross-Connect in
the Primary Recipient Field. The
value looked up from that column will be used as the primary recipient of the
email.
NOTE 1: You must enter a Mail To email
address and/or identify a value in the Primary Recipient Field. You cannot
leave both of these fields blank.
NOTE 2: This property supports field
types other than User fields, as long as the value stored in the identified field
is an email address.
20. The Secondary Recipient Field has a
similar use as the Primary Recipient Field, except
the value looked up from the column specified here will be used as the
secondary recipient (cc) of the email.
21. In the Subject field, type the subject
that should appear in the email’s Subject line.
22. Type the body (content) of the email in the Body
field. This field holds text only; it will not do anything with variables as
the List Item Emailer does.
23. When you are finished, select Save.
The action is now available for use in an action-enabled roll-up or
Cross-Connect.
This type of action will bring the user to the URL
identified in the action definition. It is executed from an action-enabled
roll-up, 3Cross-ConnectHelp_D2HPrivate(-7,1879)Overview3,
or the 4Action PickerHelp_D2HPrivate(-9,1096)Overview4.
The Action Picker is used to call actions that can be run independently,
without context from a roll-up or other web part.
For example, you could give your users the ability to add a
new lead from anywhere in a Sales Pipeline solution. Instead of having to go to
a roll-up or Cross-Connect with an Add Item link, or having to access the list,
you could define a Go To URL action called Add a Lead and use the Action Picker
to make it available on each page of your solution. With a click of a button,
users are brought directly to the appropriate form to add a new lead. When they
are finished adding the lead, they are brought back to the page from which the
action was selected.
1. Select the Create a New Action
button at the top of the Actions Wizard.
2. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
3. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
4. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
5. Use the Action Type drop-down to select Go To URL. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for that action type.
6. In the Message Displayed for Successful Action field, type the message to be
displayed to users when the action is completed successfully.
7. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when the action fails for any
reason.
8. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
9. Use the radio buttons on the Action Wizard to
specify whether you want the URL to be opened in a new window or have the user
return to the source page when the action is complete.
· If
the URL is opened in a new window, make sure your users’ browser is not set to block pop-ups.
10. In the URL
field, type the complete URL where the user should be taken when the action
is selected.
11. When you are finished, select Save.
The action is now available for use in an action-enabled roll-up,
Cross-Connect, or the Action Picker.
This type of action allows the user to quickly change the
values in one or more columns of a roll-up or Cross-Connect item. For example,
a user could select some of the items in a My Task roll-up and then execute an
action that changes the Status of all of the selected items to Completed and
the % Complete value to 100.
As of the Summer 2006 release, this type of action also
provides an option that allows you to append
This action type does not support Issues and Discussion lists due to the way
these types of lists store items. Prior to the Winter 2006 Update, it also did
not support document, picture, or form libraries, or any other libraries with a
base type of document library.
All of the steps in these procedures are required, except
Steps 2, 8, and 12.
1. Select the Create a New Action
button at the top of the Actions Wizard.
2. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
3. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
4. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
5. Use the Action Type drop-down to select Modify List Item. When you make this
selection, the page is refreshed and the Configure Action Type section of the
display is expanded with the appropriate entry fields for that action type.
6. In the Message Displayed for Successful Action field, type the message to be
displayed to users when an action is completed successfully.
7. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when an action fails for any
reason.
8. If you also want to include any SharePoint
error details when an action fails, select the Include SharePoint Error
Details checkbox. When this option is enabled, SharePoint details
will be appended to the error message you define in the step above.
9. The Lists drop-down field is
automatically populated with all of the lists available on the current site. To
reference the schema of a list that is kept in a different site, type the URL
for that site in the Add Site field.
10. In the Lists field, select the name of
the list for which you want to reference the schema. The page is refreshed and
the names of all the columns that can be modified by this action are displayed.
NOTE: When this type of action is
executed, the changes made to the selected item(s) in a roll-up or Cross-Connect
will not be saved to the list you identify here in the action definition. The
list you select here is simply used as a reference so the Action Wizard knows
which columns to make available to you when you create the definition.
11. Type the new value you want to apply to each
column to be modified by this action. At least one value must be entered.
· If you want the column to be
populated with the same content every time an item is modified as a result of
this action, type that static data in the entry field.
o Several
functions are available for use in single and multi-line columns. For a listing
and definitions, see the Additional Functions
topic.
· If you want the user to populate
the column when the action is executed, choose the Select at Runtime
checkbox.
o If
the column must be populated, select the
Required Field checkbox.
o If
you want the column to be displayed in a different order on the entry form than
it is on the Actions Wizard interface, type the desired order in the Entry
Order field. If you leave this field blank, the column will be
displayed in the same order as it is shown in the Actions Wizard.
· If do not want to modify a
particular column, leave it blank in the definition.
12. If you are working with the Winter 2006 Update or a later release and
the selected list includes date columns, a Date Picker with multiple entry
fields and drop-downs is available.
· Use the first drop-down to select a
static date from a calendar. Navigate to the desired month and year and then
click on the date you want to select.
· Select the hour and minutes from a
pair of drop-downs.
· Select one of the CorasWorks date
functions from a drop-down, so you do not need to identify a literal date. For
a complete listing with definitions, please refer to the Date Functions section of this help topic.
· Add or subtract the identified
number of days from the existing value in the date column by entering a
positive or negative number in the Day(s)
entry field. If the date column is not currently populated, the days will be
added or subtracted from today’s date. If you want to subtract days, simply
precede the number by a – sign. If you want to add days, a symbol is not
necessary.
· Choose Select at Runtime to prompt the user the make a selection using any
of the above options when the action is executed.
If you attempt to utilize
multiple selection options, the Actions Framework will look for a date function
first, then a Day(s) entry, and then a calendar date. There is no interaction
between these methods, so, for example, it will not process a combination of a
date function and a Day(s) value, such as adding five days to the first day of
the first quarter.
13. When you are finished defining the new action,
select Save. The action is now available for use in an
action-enabled roll-up or Cross-Connect.
This type of action is not
available with the Winter 2006 release. It is only available in the Winter 2006 Update and later releases. It
allows you to copy attachments and selected column values from one list or
library to another. The Publisher action type also offers two additional
important abilities:
· Ability to name new fields to be
created in the destination list when the action is executed
· Ability to write any type of value
to a text field (including dates and numbers)
To prevent accidental loss of data, only copies are
supported. To achieve the same effect as moving data from one list or library
to another, you can make a Delete List Item action available for use after the
Publisher action.
NOTE: When the
Publisher action was initially introduced in the Winter 2006 Update, the source
and destination lists or libraries had to exist in the same site. This limitation
does not apply to Summer 2006 or later releases.
1. When a Publisher action is executed, it writes
to a list that is identified in the action definition. Therefore, you need to create
that destination list before you create the action definition.
2. Select the Create a New Action
button at the top of the Actions Wizard.
3. In the Site URL field, type the URL of
the action library that will hold the new action definition and click Add.
If the action library is located in the current site, this field can be left
blank.
4. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to use.
· Actions cannot be written to an
action library located in a sub-area.
5. Type the name of the new action definition in
the Action Name field.
· This is the name that will be
displayed to users, so make sure the name makes the purpose of the action as
clear as possible.
· At the same time, keep in mind that
the drop-down that displays the action titles will automatically resize to fit
the longest title. As a result, CorasWorks recommends that you limit your
action names to approximately 30 characters in length.
6. Use the Action Type drop-down to select Publisher. When you make this selection,
the page is refreshed and the Configure Action Type section of the display is
expanded with the appropriate entry fields for that action type.
7. In the Message Displayed for Successful Action field, type the message to be
displayed to users when an action is completed successfully.
8. In the Error Message Displayed for Failed Action
field, type the message to be displayed to users when an action fails for any
reason.
9. In the first field in the Configure Action
Definition section, type the URL of the source list to use for mapping and
click Add Site. If you leave this field blank, it will default to
the current site. This list is not referenced when the action is executed. It
is used for field mapping only.
10. In the Source List for Mapping field,
select the name of the source list to use for mapping.
11. In the next field, type the URL of the
destination list and click Add Site. As with the URL field
above, if you leave this field blank, it will default to the current site.
12. Select the name of the destination list from
the Destination List field. The page refreshes and an area below
is populated with available source and destination fields.
13. If you want the new item to include a copy of
any attachments associated with the source item, select the Include Attachments checkbox. This
feature is not available with the Winter 2006 release.
· The size of the attachments allowed
is dependent upon the virtual server’s general settings.
14. Select the destination field for each of the
fields you want to copy.
· If a field exists with the same
name in both the source and the destination lists, it is automatically mapped
for you. You can change the mapping, create a new field, or leave the drop-down
blank to exclude the field from the copy.
· If a field does not exist in the
destination list, you can either map it to a different field or create a new
field in the destination and name it as you wish. Just type the name of the new
field in the drop-down field. If you name a new field to be created, the same
type of field as the source field will be created.
· Any type of value can be mapped to
a text field or the same type of destination field as the source. For example,
a date field can be mapped to a text field or a date field. The Actions Wizard
will only list compatible fields in the Destination Field drop-down.
· Read-only fields and hidden fields
can be referenced in the source list, but will not be listed as available
fields in the Destination Field
drop-down. So, for example, the Created By value from the source list can be
mapped to a different field, but cannot be mapped to the Created By field in the destination
list.
· Calculated fields are not supported
as either source or destination fields. They display a value that is calculated
at run-time, so they do not store a value to copy.
15. You have the option to add a transfer message
of static text to any text field in the destination list. For example, the
transfer message could state the reason for the copy. If you wish to do this,
select the destination field where the message should be placed and then use
the entry field in the Transfer Message column to
define the message.
· No variables are supported; the
message must be straight text.
· The content of the transfer message
will overwrite any value that would have been mapped from the source field.
· If you use this field with the Select at Runtime option (see
below), the user will be able to edit the contents of this field when the
action is executed.
16. If you want the user to identify the value to
place in a column when the action is executed, place a mark in the Select
at Runtime checkbox. The value entered by the user will override the
column value that would have been copied from the source item.
17. When you are finished defining the action,
select Save.
· If there are no errors, the action
is now available for use in an action-enabled roll-up.
· An error will be displayed if:
o You
mapped multiple source fields to the same destination field
o You
manually entered the name of an existing field in the destination list
Any aspect of an existing action definition can be modified
except the action name. To modify a definition:
1. Access the Actions Wizard and select the Edit an Existing Action radio button.
2. In the Site URL field, type the URL of
the action library where the action you want to modify is stored and then click
Add.
If the action library is located in the current site, this field can be left
blank.
3. All of the libraries that have a type of
Document Library and can therefore be used to store an action definition are
displayed in the Document Libraries area. Highlight the action library you
want to work with. The definitions stored in that library are populated in the Action Definitions drop-down.
4. Select the name of the definition you want to
modify from the Action Definitions. The page is refreshed and the definition
details are displayed.
· With the Winter 2006 Update and
later releases, the existing selections are displayed when you select the name
of the action definition to edit. Before the Winter 2006 Update, you would have
had to re-select all of the definition settings.
5. Make the necessary changes. Any aspect of the
definition can be modified except the action name.
6. Select Save when you are finished.
To delete an action definition, all you need to do is access
the action library where it is stored and delete it as you would any other list
item.
If an action is identified in a roll-up or Action Picker
configuration and then later deleted from the action library where the
definition is saved, the action will no longer be displayed in the drop-down
list in the roll-up or Action Picker.
With the Winter 2006
Update and later releases, workplace actions support the population and
modification of date fields. To make this feature more flexible, the date
fields support the use of the CorasWorks date functions listed below. They are
available from a drop-down list presented on the Actions Wizard. These date
functions are all relative to the current date.
· Today
– Today's date
· CurrentWeekStart
– The first day in the current week
· CurrentWeekEnd
– The last day in the current week
· CurrentMonthStart
– The first day in the current month
· CurrentMonthEnd
– The last day in the current month
· CurrentYearStart
– The first day in the current year
· CurrentYearEnd
– The last day in the current year
· Quarter1Start
– The first day in the first quarter of the current year
· Quarter1End
– The last day in the first quarter of the current year
· Quarter2Start
– The first day in the second quarter of the current year
· Quarter2End
– The last day in the second quarter of the current year
· Quarter3Start
– The first day in the third quarter of the current year
· Quarter3End
– The last day in the third quarter of the current year
· Quarter4Start
– The first day in the fourth quarter of the current year
· Quarter4End
– The last day in the fourth quarter of the current year
· OneWeekAgoStart
– The first day of the previous week
· OneWeekAgoEnd
– The last day of the previous week
· TwoWeeksAgoStart
– The first day of the week before last
· TwoWeeksAgoEnd
– The last day of the week before last
· OneWeekFromNowStart
– The first day of next week
· OneWeekFromNowEnd
– The last day of next week
· TwoWeeksFromNowStart
– The first day of the week after next
· TwoWeeksFromNowEnd
– The last day of the week after next
· OneMonthAgoStart
– The first day of last month
· OneMonthAgoEnd
– The last day of last month
· OneMonthFromNowStart
– The first day of next month
· OneMonthFromNowEnd
– The last day of next month
The following functions are available for use in the
Winter 2006 Update and later releases. They can all be used with the following
action types:
· Create Item Link
· Create List Item
· Modify List Item
· Publisher
When the [CurrentSiteTitle] function is utilized, it will
return the title of the site from which the action is executed. This is often
used with the [CurrentSiteURL] function.
When the [CurrentSiteURL] function is utilized, it will
return the URL of the site from which the action is executed, without the
protocol (the “http://” or “https://” portion). Because it does not return the
protocol, it should not be used in a hyperlink field.
One example of how this function could be used is when you
have created a new project site and want to have it reviewed. You could add the
Action Picker to your new site and use it to execute a Create List Item action
that references this new variable and sends it to a reviewing committee’s
workplace inbox. The Create Item Link action references a specific list item.
The [CurrentSiteURL] function lets you reference a site, instead.
This function returns a link to the display form of the
selected list or library item, providing quick and easy access to view all
available metadata for the item.
This function returns a link to the edit form of the
selected list or library item, providing quick and easy access to modify any
metadata for the item.
These functions have been available for use in CorasWorks
roll-ups for some time. As of the Summer 2006 release, they are also available
for use with actions to return the following information:
· [Me]
– The user information for the currently logged in user
· [Date]
– The current date when the list item is created or modified by the action
· [Time]
– The current time when the list item is created or modified by the action
The Actions menu allows both administrators and users to
execute common actions in lieu of utilizing search commands. The Show Version action
is available to all users on the system.
To use the Actions menu, go to the web part and drop down
the web part menu options by clicking on the down arrow on the top right hand
side of the web part. Drag your mouse
over "Actions" and then choose the desired option.
This selection causes the administration interface to be
displayed, which allows administrators to determine the pre-defined actions to
be displayed by the web part. This option is only available to administrators.
This selection shows version information within the web part
area, including:
· Application
· Version
· Organization
· Authors
· Build Date
The
link to Close Version Window will return the page back to its original state.
NOTE: Because all
CorasWorks web parts utilize this command for version viewing, every CorasWorks
web part on the page will respond to the Show Version action. This allows you to
view version information for all CorasWorks web parts at once.
In order to create and save action definitions, the site
designer must have Administrator access to the library where actions are saved.
Contributor or Web Designer access is not sufficient. This restriction is due
to the fact that the Action Wizard creates the action definitions programmatically
and SharePoint requires full permissions to do so.
An action definition is comprised of more than just its XML
definition; there are additional metadata values stored in hidden columns. As a
result, a definition cannot be manually copied from one library to another.
CorasWorks recommends that you either build another copy of the definition
using the Actions Wizard or use the Data Publisher to copy the definition.
· The Actions Wizard will
automatically create the necessary columns in your library if they do not
already exist.
· If you use the Data Publisher, you
need to copy the Title column and the Action Type column. If the Action Type
column does not exist in the destination library, have the Data Publisher
create it.
Yes, there is. The Actions Wizard presents a drop-down list
of available fields in the destination list or library that you can map to or,
if you want, you can type a new field name in the drop-down. Just type over any
text that’s shown in the drop-down. When the action is executed, if the field
name you typed in the action definition does not exist in the destination list
or library, that field will be created and populated for you with the value
from the source list or library.
You can even create new fields to preserve system data, such
as the original creation date or the ID of the last person to modify the source
item.
When actions were initially introduced in the Winter 2006
release, they would allow you to copy (or pull) data from another site
collection into the current one. However, they did NOT allow you to write (or
push) data to any site collection other than the current one. This applied to
all action types that write or modify data.
If you are working with Summer 2006 or a later release, all
actions can be run within or across sites, across site collections, and even
across virtual servers, as long as the work is done within the same
configuration database. Documents and other attachments can also be copied
across sites, site collections, and virtual servers.
The Publisher, Create List Item, and Create Item Link action
types can achieve very similar results, but there are some important
differences.
The key benefit of the Publisher action type is that it
allows you to map fields from the source to the destination. It allows you to
create new fields in the destination list or library, and name those new fields
as you wish. This allows you to select only the fields you want to work with,
and maintain system information such as the original creation date.
The Create List Item action type performs a similar function
in that it allows you to create a copy of a record, but it does not offer any
mapping abilities. You can, however, create a new item that can contain a
combination of data copied from the source plus hard-wired data from the action
definition.
The Create Item Link action type can be utilized as a kind
of offshoot of these two action types that lets you virtually workflow
information without actually moving it. With this kind of action, you send a
link as opposed to the actual data. In addition to the actual link, the item
can include metadata copied from the source.
During performance testing, CorasWorks successfully tested
actions with documents totaling 125MB and creating up to 200 items.
The following updates have been made to the Actions Wizard
since it was initially introduced.
· Support for multiple environments –
all actions can now be run within sites, across sites, across site collections,
and across virtual servers, as long as they are executed within the same
configuration database
· Ability for the user to supply data
values for actions when an action is executed (Select at Runtime), and to order
the prompts for that data
· Support for required fields, and
definition of field order
· Additional date selection methods:
Select at Runtime, add or subtract days
· Ability to include SharePoint error
details when an action fails
· Pop-up messages removed for all
action types except Delete List Item
· Success and failure messages
required
· Support for additional variables:
[CurrentSiteTitle], [Date], [ItemDisplayFormUrl], [ItemEditFormUrl], [Me],
[Time]
· Ability for Go To URL actions to be
executed from an action-enabled roll-up
· Support for line breaks in Notes
fields (rich text and plain text)
· Ability to append to existing text
in multi-line text columns in the Modify List Item action type
· Several Email Item Link
enhancements:
o Ability
to send multiple links in a single email
o Ability
to link directly to documents
o Addition
of Mail To and CC fields, with ability to either manually enter or select from
a list of email addresses
o Addition
of Link Field property, used to identify a field to hyperlink in the body of
the email, rather than showing the URL of the linked item
· Publisher action support to copy
documents between sites
· Resolved error message displayed by
Publisher actions when documents are successfully copied within a site
· Support for document libraries,
including InfoPath libraries and picture libraries
· Support for attachments
· Ability to update user display
column values, such as Assigned To
· Ability to update date column
values, such as Start Date and End Date
· Added Date Picker and support for CorasWorks
date functions
· Support for new [CurrentSiteURL] function
· New action type: Publisher
· Fixed
an issue with URLs that include a space
· Initial release