Action Links Overview

An Action Link enables you to add a custom button to the Work Item Details pane that activates an external workflow. Users then interact with the external workflow through a new window opened by Advance.

For example, if you require assembled documents to be electronically signed, you can provide an action link that enables users to activate a 'document signing' endpoint on your own web application. This endpoint can then retrieve the documents and pass them to a third-party electronic signature service. Advance will open a new window for the user, displaying the user interface of your own application.

Overview

An action link enables site administrators to give users access to external workflows. The Action link points to a specific endpoint on your own web application that can consume data from Advance. This enables users to perform actions outside of the scope of Advance, using Advance data with workflows from third-party applications.

Advance displays the action link to your users as a button on the work item details pane. When a user clicks the button, Advance sends a request to the URL specified in the action link. It is then the job of this endpoint to request the information required from Advance, then pass the information to the third-party service. In this way, your web application acts as an intermediary between Advance and the third-party service.

Action Link Workflow

Action links are useful when you want to create a shortcut from Advance to an external workflow. For example, emailing a document to a client directly from the Advance interface.

Once you create an action link, you can then edit, delete, and view action link details. 

Common Tasks

Among others, action links enable you to perform the following common tasks:

Workflow

Navigate to the Administration section and click Manage Action Links. Create a new action link by clicking Create New Action Link and entering the details of the action. Once completed, your new action link is displayed in the Action Links table.

When you create an action link, you must provide the following details:

  • Label — The text displayed on the button
  • URL —  The URL of the endpoint in your application activated by the action link
  • Extension Access — The work groups that can display the action link

Access Permissions

When you create an action link, you select the work groups in which you want the action link button to be available. An action link is only visible to users who are members of the selected work groups.

Common Reference Topics

Among others, the following reference topics may relate to this conceptual area: