Adding an Add action

Define an action as Add to associate parent or child objects. When a user clicks the button that invokes the Add action, a Grid View opens where the user can select objects.

About this task

Use an Add action, for example, on a Task View for loss events if you want to add the ability to associate mandates.

A grid or card relationship field that is defined with an Add action displays a Remove button when one or more associated objects are selected. The Remove button allows you to disassociate objects (it does not delete objects). If the relationship field is required, all associated objects can be removed except for one.

To delete objects, use the Delete action. A Delete button is displayed when one or more associated objects are selected. For more information about adding a Delete action, see Adding a Delete action.

To associate a primary parent object, use the Set Primary Parent action rather than Add. For more information, see Adding a Set Primary Parent action.

You can find an example in: SysView-Task-LossEvent.

On the JSON tab, an associate action is defined when actionType is set to associate in a card or grid relationship field.

Procedure

In a card or grid relationship field, click Add Action and choose Add.
Enter a Label for the button. Click Edit to enter translated values.

If it is displayed, click to populate translated values to languages. For more information, see Translation services.
Set Multi Select to True or False.
Optional: If you want to create filters to restrict the objects that are available for users to select, you can do any of the following steps in the Filters section.
- To restrict the objects that are available for selection to a specific folder, go to Folder Filter and click Edit.
- To select a public filter that you want to apply, go to Public Filter and select a filter from the list.
  When you select a Public Filter, if you also specified a Public Filter on the relationship field, the filter on the Add action overrides the filter on the relationship field.
- To restrict the objects that are available for selection by using a dynamic filter, go to Filter Rules and click New Rule.
  For more information, see Defining dynamic filters on actions in relationship fields.
- To ensure that users can select only objects with a shared ancestor or descendant to the current object, go to Shared Relationship Filter and click Edit.
  For more information, see Creating a shared relationship filter.
- If you want to prohibit users from removing filters that you have selected, and adding filters of their choice, set Allow end user to modify filters to False. The filters that a user chooses override the filters set for the Add action and on the relationship field.
Click Done.

Results

If Shared Relationship Filter, Folder Filter, and Filter Rules are provided, the filters are combined with an AND statement. An object must match all of these filters to be available for selection.