Creating action records

Use the Actions application to create action records that can be used as part of an escalation, a service level agreement, or a workflow process. You can create different types of actions.

1. On the toolbar, click New Action.
2. In the Action Description field, type a description, or click Long Description to type additional information.
3. In the Type field, select a value from the menu of action types. The value in the Type field determines which fields on the action record you can edit, which fields are required, and the values that can be entered in those fields.
4. In the Value field, type a value that corresponds with the Action type you have selected.
   • If you are creating an Application Action type of action, click Detail Menu to select from the list of available actions. For this type of action, a value is required in the Object field.
   • If you are creating a Change Status type of action, type a status for the specified object. For this type of action, a value is required in the Object field.
   • If you are creating a Custom Class type of action, type the name and path of a class file in the Maximo® directory.
   • If you are creating an Command Line Executable type of action, type the name and path of an executable file that exists on the server.
   • If you are creating a Action Group type of action, the Value field is read-only.
   • If you are creating a Set Value type of action, type the value to which you want the field set. You can click Detail Menu to use the SQL Expression Builder. For this type of action, values are required in the Object and Parameter/Attribute fields. If the value is a string it needs to be enclosed in single quotes.
5. Optional: In the Classification field, select a classification for the action. This is useful when selecting an action from a large library of actions in the Workflow Designer (Advanced) application.
6. If you are creating an Application Action, Change Status, or Set Value type of action, specify a value in the Object field. Specifying an Object is optional for Action Group, Custom Class, and Command Line Executable type actions.
7. If you are creating a Set Value type of action, specify a value in the Parameter/Attribute field. The Parameter/Attribute field contains a relationship tree containing relationships associated with the main object.
8. Optional: If you are creating a Change Status action, you can use the Memo field to add remarks regarding the status change.
9. Optional: If you are creating an action specifically for use with escalations or workflow, specify a value in the Accessible From field. Click Detail Menu to select an option and retrieve a value.
10. Click Save Action.