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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Action assignment form

Learn about the fields of the Action Assignment form. Use this form to add the New action button to your workspace.

Use the action assignment form to define a action button in your workspace and map it to the built-in action that initiates a contract request. For more information, see Add a workspace action button for initiating a contract request.

FieldDescription
Action labelLabel that appears on the button created through the action. For example: Initiate Contract
Action nameName for your action that appears in the action assignment list. For example, initiate_contract.
ApplicationApplication of the workspace for which the action is added. Example: To add action to Source-to-Pay workspace, select Source-to-Pay Workspace.
TableApplication table to which the action will be associated to. Example: To associate action to the Sourtable that stores requests to source for supplier products, select Sourcing Request [sn_shop_sourcing_activity]
ViewView of the form on which the action button is displayed.
Enable for all Configurable ExperienceDetermines whether the action should appear in all experiences or only in specified experiences. If true, the action appears in any applicable form regardless of experience.
ActiveOption to activate the action.
OrderInteger that determines the precedence of this action in relation to matching actions with the same name. The lower the number, the more likely it is to be selected against other actions. This ordering enables you to override other actions with your own.
TooltipText that displays when agents point their cursor over the button.
DescriptionDescription for the action that's displayed in the Action Assignments list.

Parent Topic:Contract Management Pro reference

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