Display User Actions for Specific States

Display User Actions for Specific States

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  • Is it possible to have a user action only show up when a record is at a specific state? For example, I would like to make my “View Doc” user action only visible to users when the record has a state of “Complete”? It is possible to create visibility rules like this with user actions?

  • This can be done by navigating to the configuration folder containing your user action. Right click the user action flow, go to [b]Manage > Define Valid States[/b]. Now enter the necessary state(s).

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