Question about user actions for an entity

Question about user actions for an entity

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  • Hi I was curious if it was possible to assign a user action as the default action for an entity? In other words, from a report on the entity I want to be able to left click and run the default user action.
    [i]edited by frankgrimes on 11/30/2021[/i]

  • Unknown
    edited November 2023

    Hello again Frank,

    The answer to your question is quite simple; all you have to do is adjust the [b]Classification [/b]of the [b]User Action [/b]via the [b]Set Classification Info [/b]action.

    To use this action:

    [ul][li]Right-click the [b]User Action Flow [/b]and select [b]Set Classification Info[/b].
    ][/li][li]Under the [b]ACTION CLASSIFICATION [/b]category, check the Is [b]Default Grid Action [/b]box to enable that [b]Property[/b].[/li][li]Click [b]SAVE CLASSIFICATION[/b].

    [/li][/ul]
    This should now set that specific action as the [b]Default Action[/b].

    For more information about [b]Classification Information[/b], see [url=https://documentation.decisions.com/docs/editing-user-action-classification-information]Editing User Action Classification Information[/url].

    Hope this helps out, have a good one!

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