There are a number of places within workflow modeller where you may add in a checklist to a workitem, or within data quality rules you may wish to set a call to action against your rule.
When adding a call to action you need to fill in the configuration that guides the system as to which action you wish to perform.
| Button Label | The text that will appear on the button. Where available clicking on the green button will allow a variable to be used on the button which means that the information shown can be contextually switched depending on data entered. |
| Button Icon | The icon that will be placed on the button |
| Button CSS class | btn-success will turn the button green. You are also able to define your own custom css classes using the ide. |
| Context for the command | Required when creating call to action in workflow - this allows a variable to be passed in which indicates the context of the command that will be executed. Frequently this may be the main work item you are working on but it could also be something else. For example in the legal world you may be working on a particular matter but you want this button to open up a link to a proceeding (court work item). |
| Call to action command | The call to action command defines the action that will happen. These are frequently being updated and will change depending on the context in which you are workin but the following table gives a list of commonly used items. |
Call to Action Commands
| Work Item Actions | |
| Change Phase | Change the phase of a work item |
| Edit Scorecard | Edit the complexity / scorecard for a piece of work. This will open up the scorecard blade |
| Edit Key Dates | Opens up the key date blade for a work item |
| Edit Work Item | Opens the work item itself |
| Start a Workflow | This can be used to trigger another visual workflow. Frequently used on choice checklist items |
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General Actions |
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| Open a portal page | Open a page in the sharedo portal |
| Open a URL | Open up any URL |
| Finance | |
| Open budgets | |
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Advanced |
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| Open blade | This will allow any blade in the system to be opened. This may require some input from your sharedo consultant to help you get the correct advanced configuration to open the screen you require |
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Participants |
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| Manage Participants | Opens up the manage participants blade for a particular work type which shows all of the parties against the work type and highlights any missing mandatory or recommended participants. This should be used for generic checklist items such as 'Add parties' |
| Add a participant role to the work item | This should be used when you want a call to action to take you instantly to add a specific role e.g. client, matter owner. |
| Task management | There are various options around taking ownership of a task or delegating a task e.g. Take Ownership, Reassign Task |
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Work Item Creation |
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| Create a work item of a specified type | Will open up a new work type of the specified type - frequently used for creating ad hoc tasks or document expectations |
| Invoke Service Portfolio | Allows the user to open up a service portfolio and create a new work item |
| Open or create a child task | One of the most commonly used calls to actions. Often used to create an email or document or if that email or document has already been created to edit the existing one. |
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Advanced |
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| Advanced - Open Blade | This option allows you to open a custom formbuilder on a blade. Enter in the parameters described below substituting in your own form id's { "form": "7c646352-1718-4811-8825-8db1ee898eb0-InsuranceDetails", "formId": "7c646352-1718-4811-8825-8db1ee898eb0", "sharedoId": "{{sharedoId}}" } 
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