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.
-
In the Designer Studio header search text field, enter
SetAdditionalQuickActions
and click the data transform in the list of results.
-
Save the data transform rule in your implementation ruleset. For more information, see
Data Transforms - Completing the New or Save As form.
- 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.
- .pyName - The internal name of the Quick Action, used in Designer
Studio.
- .pyLabel - The name of the Quick Action used on the Home page in
the Retail User Portal.
- .ClassName - The class in to which the flow for this Quick Action
applies.
- .FlowName - The flow you want to use for this Quick Action.
- .pxIcon - The icon which should be displayed on the Home page in
the Retail User Portal.
