Define an Action Template

This applies to: Visual Data Discovery

Use action templates to provide specifics about the external application you want integrated with your data source. Each action template defines an application integration definition that connects Symphony with an external application.

You must be logged in as an administrator or as a user with the Manage Action Templates privilege.

To define a new action template:

1. Make sure you are logged in as a Symphony administrator or a user with the Manage Action Templates privilege.

2. Select the Actions option from the Tools menu in the main menu. The Actions page appears.

   The Actions page is split into two parts. Action templates (if any) you have defined are listed on the left. When you select an action template on the left, its details appear on the right.

   

3. Select . Action properties are listed on the right side of the page.

   

4. Specify appropriate action properties on the right side of the page, as described below.

   Action Property	Description
   Name	Specify a unique name for the action template definition.
   Target URL	Specify the URL of the external application for the action template. Specify the URL of the external application for the action template. The supplied context variables ${User.composerUserName} and ${User.accountId} can be used in the URL to insert the name or account ID of the user that is currently invoking the action.
   Data Source	Select the Symphony data source configuration for the action template.
   Fields	Select (check) fields in the data source configuration for which data should collected by the action template when it is invoked.
   Row Limit	Specify a positive integer ranging from 1 through 999999999 to limit the number of rows of data submitted to your application when the action template is invoked.
   Enable Action	Slide the Enable Action selector to the left or right to disable or enable the action template. See Enable and Disable an Action Template.

5. Select Save.