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

Create a Process Option

Set up a process option to let a user start a process from the Actions menu. For example, if you add a process option to the Actions menu for the Idea Approval process, a user can run the process directly from the Actions menu. The option in the Actions menu keeps the user from leaving the page. Without the option, the user is required to go to the Organizer option in the Home menu, open the processes page, and start the process from that location.

The following prerequisites are required for a process option:

• A user must have access rights to start a process. The option for the process displays in the Action submenu only when the user has access rights to start the process.
• You can only map process parameters to value attributes inside the partition to which the object view belongs.
• The process 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 Process.

   Alert users before running the process

   Specifies whether the user is alerted before the process runs. Select the check box to alert the user.

5. (Optional) Complete the field in the Define Primary Object section to run this option outside the primary object view.

   For example, consider the case where you run an option named Approve Risk (where Risk is the primary object) from the Project object view. To set up the option properly, map to an attribute that belongs to the Project object.

6. Save your changes.

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