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Adding new Quick Actions

Suggest edit Updated on September 12, 2020

With Quick Actions, users can launch common tasks directly from the Home page of the Retail User Portal. By default, the Home page displays the following actions:

  • Queue - to add a waiting customer to the current service queue
  • Accounts - to access an existing customer account
  • New Customer - to add a new customer account
What to do next:

You can add additional Quick Actions through the SetAdditionalQuickActions data transform.

  1. In the Designer Studio header search text field, enter SetAdditionalQuickActions and click the data transform in the list of results.
  2. Save the data transform rule in your implementation ruleset. For more information, see Data Transforms - Completing the New or Save As form.
  3. Add the required Quick Actions. For each action, specify the source values for the following target values. For more information, see Data Transform form - Completing the Definitions tab.
    1. .pyName - The internal name of the Quick Action, used in Designer Studio.
    2. .pyLabel - The name of the Quick Action used on the Home page in the Retail User Portal.
    3. .ClassName - The class in to which the flow for this Quick Action applies.
    4. .FlowName - The flow you want to use for this Quick Action.
    5. .pxIcon - The icon which should be displayed on the Home page in the Retail User Portal.
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