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47 lines
2.2 KiB
47 lines
2.2 KiB
5 years ago
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sidebar_navigation:
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title: Custom actions
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priority: 960
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description: Intelligent workflows with custom actions.
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robots: index, follow
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keywords: custom actions
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---
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# Intelligent workflows with custom actions (Premium feature)
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Intelligent workflows with custom actions support you to easily update several work package attributes at once with a single click on one button.
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You can use custom actions to standardize your workflows, avoid errors and reduce manual work for updates.
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The intelligent workflows with custom actions are a premium feature and only available for [Enterprise Edition](https://www.openproject.org/enterprise-edition/) and [Cloud Edition](https://www.openproject.org/hosting/) customers.
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## Create custom actions
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Navigate to the -> *Administration* -> *Work packages* -> *Custom actions*.
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To create a new custom action button press the green **+ Custom action button**.
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You can now configure the **Conditions** and **Actions** for the custom action button.
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1. Enter a **name** for the custom action button. This name will then appear on the button on the work package.
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2. Set a **description** (i.e. what are the conditions and actions).
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3. Set the **conditions** for which the custom action button should apply, e.g. in which status, for which role, what type or in which project should the custom action button appear.
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4. Set the **actions** what should happen after pressing the custom action button, e.g. status transitions, and changes to any other attribute.
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5. **Save** your changes.
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If a work package is then in the defined condition, the button will appear on top of a work package and will apply the actions and changing the attributes of a work package as defined in the configuration when clicking on the button.
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## Update, sort or delete custom actions
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1. Click on the name of a custom action in order to update the attributes.
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2. Click the up or down arrow in order to sort the order of the custom action button on the work packages.
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3. Delete a custom action.
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