System Administrator Scenarios › How to Customize the Actions Menu › Create a Job Option

Create a Job Option

Create a job option to let a user run a job automatically from the Actions menu. For example, if you add a job option for the Update Earned Value Totals job, a user can run the job directly from the menu. Without the option, the user is required to go to the Reports and Jobs option in the Home menu, open the jobs page, and start the job from that location.

You provide job parameters when you create the option by mapping them to value attributes on the object instance.

The following prerequisites are required for a job option:

• A user must have access rights to the job definition to run a job.
• You can only map job parameters to value attributes inside the partition to which the object view belongs.
• The job must be active.

Follow these steps:

1. Open Administration, and from Studio, click Objects.
2. Open the object and click Actions.
3. Click New.
4. Complete the requested information. The following fields require explanation:

   Type

   Specifies the type of action.

   Select Job.

   Select Job

   Specifies the job that is launched from the Actions menu by the user.

   Alert users before running the job

   Specifies whether the user is alerted before the job runs.

   Scope

   Specifies whether an action is global or limited to a specific instance.

   Values:

   • Global—Allows the user to run the action without having to select a specific instance. This option also makes the action available to be added to any view within any object and to the Home menu.
   • Instance-specific—Allows the user to select a specific instance before running the action. An instance-specific action can only be added to the views for the object under which the action was created. Instance-specific actions cannot be added to the Home menu.

5. Complete the following fields in the Attribute Mapping section:

   Parameters

   Displays the parameter fields that appear when you run an instance-specific action. The parameters vary depending on the action.

   Default Values

   Displays the global default values that are entered for parameters of an instance-specific action. You can change the default values for the action.

   Object Attribute Overrides

   Specifies the object attributes that can override the default values for instance-specific actions. Within an Object Attribute Overrides field, map the object attributes only to attributes of the same data type as the Parameter field value.

6. Save your changes.

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