How To Topic

Creating an Action Link

You can create a new action link by clicking Manage Action Links in the Administration section of the Advance navigation pane.

You must have a Site Administrator or Content Administrator role to create a new action link.

When you create an action link, HotDocs Advance displays an action link button in the work item Details pane. The button is only displayed when the work item's status matches the action link's Available After setting.

Prerequisites

You must have a web application endpoint that can receive the data Advance sends from an action link. The URL for this endpoint is used when creating the action link.

To create an action link

1. In the Administration section, click  Manage Action Links.
2. Click Create New Action Link.
3. Enter the following action link details:
   • Label — the text displayed on the button.
   • URL — the URL of your web application endpoint
   • Available After — select the work item status upon which the action link is displayed to the user.
   • Entension Access — select the work groups that can display the action link.
4. Click Save.

The new action link appears in the Action Links table.