Creating Custom Actions

Creating Custom Actions is very easy with IBM® webMethods Integration. We will understand how to create Custom Actions, with the help of an example:

Let's say you want to create a Custom Action for Salesforce CRM application. To do this, add the Salesforce CRM connector on canvas and configure an Account.

To configure an Account, select the Select Action field. From here, you can create a new account, or access an existing account. For demo purposes, let’s create a new account, AccountCreate.

To create a new account, click the + button. The Add Custom Action screen appears.

Let’s look at the steps involved in setting up the custom actions.

  1. Connect to an account.

    • Select Authentication type: Select an authentication type, for example, OAuth V2.0 (Authorization Code Flow).

    • Authorize updateAccounts: Select an account for executing the selected action.

    • Name: Provide a name for the account, for example, AccountCreate.

    • Description: Enter the description of the account.

    Click Next.

  2. Select an action.

    Select an action to be performed, for example, create.

    Click Next.

    a. Select the Business Object to be associated with the action create and then click Next.

  3. Note: Working with Multiple Business Objects and Working with Interactions appear only for certain applications and actions.

    b. Select the Data Fields for the Business Object you have chosen in the previous step and then click Next.

    Note: Data fields appear only for certain applications and actions. Mandatory data fields for the Business Object are selected by default and cannot be cleared.

  4. Confirm Action.

    Once you confirm the action value, click Done.

    Next, you will be able to view the new action in the drop down list.

    Once this is done, click Next. You will be redirected to the AccountCreate action configuration window. It is mandatory to provide values for all the required fields while configuring an action. You can also provide values for optional fields as per your requirements.

    Once this is done, click Next. You will be redirected to the Test this action window where you can check if the action is working as expected before executing the workflow. After this, click Done.

    If you have configured the action correctly, you will see the output data for the action.

    This will give you an idea of how your action will work when used in a workflow and which keys are returned in the output of the trigger. This output data will then be used to configure the rest of the workflow.

With this, our custom action is successfully set up. Now click on the Save button located at the top-right corner of the canvas to save the workflow.

You can now use this account in any workflow created under the same project.