Configuring Custom Actions

Custom actions refer to user defined actions that can be performed on different entities across modules. For a custom action to be performed on an entity, it should be used with automation rules, subject to the availability of support.

The following table lists the availability of various custom actions:

Custom Action	Availability across Modules
Custom Action	Requests	Problems	Changes	Projects	Releases	Solutions	Assets	CMDB	Purchase	Contracts	Custom Modules
Notifications	Business Rules Request Life Cycle Triggers	Problem Life Cycle Triggers	Workflows Triggers	Triggers	Triggers	Triggers	Asset Life Cycle	Triggers	Triggers	Triggers	Triggers
Third-Party Notifications	Triggers Workflows Timers Life Cycle	Triggers Workflows Timers Life Cycle	Triggers Workflows Timers	Triggers	Triggers Workflow Timers	Triggers	Triggers Workflow Life Cycle	Triggers	Triggers	Triggers	Triggers
Approvals	Triggers	-	Triggers	-	Triggers	-	-	-	-	-	-
Field Updates	Business Rules Request Life Cycle	Problem Life Cycle	Workflows	-	Workflows	-	Asset Life Cycle	-	-	-	-
Timers	Triggers	Triggers	Workflows Triggers	-	-	Triggers	-	-	-	-	-
Tasks	Request Life Cycle Triggers	Problem Life Cycle Triggers	Workflows Triggers	-	Triggers	-	-	-	-	-	-
Custom Functions	Business Rules Request Life Cycle Triggers	Problem Life Cycle Triggers	Workflows Triggers	Triggers	Triggers	Triggers	Triggers	Triggers	Triggers	Triggers	Triggers
Webhooks	Business Rules Request Life Cycle Triggers	Problem Life Cycle Triggers	Workflows Triggers	Triggers	Triggers	Triggers	Asset Life Cycle Triggers	Triggers	Triggers	Triggers	Triggers

To set up custom actions,

Go to Setup > Automation > Custom Actions.
Go to the preferred custom action tab and choose the preferred module. Follow the links below for detailed information on each custom action: