CorasWorks Actions allow you to quickly and easily act on information, simplifying the way you work with your SharePoint data. Delivered through the Roll–Up displays, these actions automate many of the standard SharePoint and end–user tasks, such as adding new items, modifying items, or sending emails, enabling you to work more efficiently. Examples of these types of Actions include Creating a New Task, Updating the Status of a Task, or Notifying a Manager when a task is overdue.
A convenient “pop-up form” allows users to quickly and easily take the actions directly from the display without having to enter the SharePoint list or item record.
Actions are the key feature that enables business processes on SharePoint, allowing you to map and move items through that process, such as Vacation Request Approval, Work Order Approval, or Expense Report Approval.
Some of the key capabilities of our Actions include:
- Add, modify, or delete items from SharePoint lists without accessing the list or specific item.
- Modify multiple items at one time.
- Send emails to selected users that contain links back to specific items.
- Copy data or a subset of data from one SharePoint list to another SharePoint list.
- Create specific actions, then reuse them across multiple applications.
- Act on information that resides across lists, libraries, sites, site collections, or virtual servers.
Would you like more information? Please contact us.