Creating an Action in a Thread

1. In a thread, hover over a comment until you see the  button.
2. Click.
   • Any existing Actions, which you can edit or delete, will appear, as well as the option to create a new Action. 
     
3. Click New Action.
4. In the Action Settings window, enter a Name for the action.
5. The Source is automatically “Any Threads" and is not editable.
6. In the Target field, select or search for an app in the portal from the drop-down list. This is the app which the information in the thread will be passed to.
7. Field Mappings are optional. If you leave the default and do not map any fields, when a user clicks the action, a new record in a target app will show up with no part of the comment transferred to the new record.
   • For the Source Field, select an item from the list: Comment text, Comment posted date/time, Comment posted by, or Comment permalink.
   • For the Destination Field, select a field from the target app. The list of destination fields vary depending on the selected field type in the Source Field.
8. In the Available To section, select users, departments, or groups who will use the new Action.
   • You must include your own name in the Available To field.
   • When you select departments or groups, the action will be available to all members in these departments or groups.
   • If all users are to use the action, select the group Everyone.
9. Click .

Please note:

• Only people selected in Available To can see and use the action.
• Users are required to have the following permissions for target apps to use thread actions:
  • Permission to add new records
  • Permission to edit destination fields in the app
• Guests cannot create an action.
• In Guest Spaces, thread actions cannot be used.