Executing Actions
An Action Flow is a sequential set of Actions that is executed when you click a Designer configured user menu button in runtime. Each Action in an Action Flow can, and in some cases must, take inputs from prior actions and provide outputs to subsequent actions.
To create an Action Flow
- Click Create.
- On the right pane, under Step, type a Step Name (use any name, such as 1 or Search Account) and then click Apply. Under the Select Action section, select an Action from the list. If this action generates any output, select Persist Data as Output and under the Action Output section, type a Name for the output. You can use any name (like Opps). If this action requires an input, select Provide Input and select an input from the Action Input list. Based on the type of Action, X-Author Designer provides input suggestions. See the Action Flow Check Boxes table below for more information on when to use inputs and outputs.
- After you have created the Action Flow, click Save and click Save App.Note:
The following CPQ actions are displayed when you select the 'Display Apttus CPQ Action' checkbox. Currently, XAE does not support the following CPQ actions.
Create cart(CPQ)
Apply Pricing (CPQ)
Finalize Cart (CPQ)
Update cart(CPQ)
Create empty cart(CPQ)
