Defining Custom Actions

The Process Dashboard provides the possibility to define custom actions that can be called on base of the selected data. This way, you could e.g. search for rejected loan approvals and schedule this customer for further interviewing (see also Triggering a Custom Action).

Figure: List of Custom Actions in the Process Dashboard Administration

To add a custom action, select a process (e.g. LoanApproval) and click the  Add button.

	Assign a name to the custom action. Then, provide a URL that will be called on the data row.
	By clicking the Add button in the Key table, you can add key fields to the URL. Assign a name and select a field from the list of fields of the process. Click the Remove button to remove a key from the list.

Click Save to save your changes or Cancel to abort.

Now, you can use the newly defined custom action as described in Triggering a Custom Action.