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 Action-Enabled Roll-Ups, the Cross-Connect, the Action Picker, 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: October 06