Force.com Platform Fundamentals

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Try It Out: Create an Object-Specific Action

Object-specific actions will be very useful for our recruiters. If we add an action to the position record to create a new job application, users won’t have to specify the position that new application is associated with. The platform will just know to associate it with the position record. Let’s get to it! More efficiency is just around the corner.

  1. From Setup, click Create | Objects, and then click Position.
  2. In the Buttons, Links, and Actions related list, click New Action.

This should look familiar. The fields we need to fill out to create an object-specific action are almost identical to the ones we filled out for a global action. There’s just one new field: Object Name. Because we are creating a new action on the Position object, the platform knows that the Object Name should be Position. This means that this action can only be added to page layouts for the Position object. Now let’s fill in the rest of the fields.

  1. For Action Type, select Create a Record.
  2. For Target Object, select Job Application.
  3. For Label, enter New Application.
  4. Leave Standard Label Type set to its default value.
  5. Click Save.

As soon as we save, we see the action layout editor for our new action. There are only a few fields on the Job Application object, so it should be easy to determine which fields we want to add to the layout. Since any job applications created using this action will be automatically related to the position the user has open, we don’t need to add the Position field to the layout. Owner will be automatically assigned to the user who creates the record. As for Status, we can trust that any job applications created should be New by default, so we can take care of that field with a predefined field value.

You might get a message, warning you that there are required fields missing from the layout. In this case, that required field is Position, but don’t worry! The platform will automatically associate the job application with the position we create it on, since this action will only be accessed from a position record.

Note

That leaves only two fields, so add Candidate and Cover Letter to the layout, and save the layout.

Now let’s assign a predefined field value to Status before we forget.

  1. From Setup, click Create | Objects, and select Position.
  2. In the Buttons, Links, and Actions related list, click New Application.
  3. In the Predefined Field Values related list, click New.
  4. For Field Name, select Status.
  5. For the specific value, select New.
  6. Click Save.