Question

Create an Action

Forum|Forum|4 years ago
November 22, 2021
20 replies
0 views

In the Records while I am trying to create 'Action'. I was unable to found 'New Action' option in 'List'. Please can anyone help me.

acaciob0002

Hi there,

Have you checked the Record object Security?

Acacio B.

srinivast0002Author

yes I have given security

acaciob0002

Silly question but is your user System Administrator? I/m pretty sure that you need to be system administrator to see the create related action button.

Check on the Appian documentation:

https://docs.appian.com/suite/help/20.3/Record_Type_Object.html

richardm900458

What kind of appian version are you using? for"Records" has changed a lot recently.

srinivast0002Author

Appian Version 21.4

stewart.burchell

What are you seeing? You should be seeing this interface:

You can create an 'Action' that sits alongside the list of records (so that you can effectively create a new Record to add to that list). And you can also create a 'Related Action;' which is an action that runs in the context of an existing record instance.