Action Buttons

Action Title	Description	Screen / Component Configuration	Topics with additional Information
Add Autopage Items Action	This component adds items to an Autopage Publication.	Child Action component on a Node List	Node List Component here
Add Selected Items To Collection	This component adds selected nodes to the collection without query URL.	Child Action component on a Node List	Node List Component here
Add To Basket Action	When added to a PowerSearch screen, this action lets users add the selected items to the basket.	Child Action component on a Node List	Node List Component here
Add to Batch Action	When added to the Actions parameter of a Node List, this component allows the user to add the selected items to a batch.	Child Action component on a Node List	Node List Component here
Assign Toolbar Action	On the Task List screen, this component can assign and unassign tasks in bulk. The Assign toolbar action comes by default with two options: 'Release task' and 'Assign to.' Selecting the 'Release task' option will release the task to the user group to which the workflow is assigned. Selecting the 'Assign to' option results in a second dropdown that lists both the default user group to which the workflow has been assigned, and all users to which the task item can be assigned, including the user who has clicked the button.	Child Action component on a Node List	Node List Component here Assigning Workflow Tasks in Web UI here
Attribute Add Valid Object Types Action	This component adds valid object types to an attribute. The user can browse or search for the desired product object type.	Child Action component on a Node List	Node List Component here Attribute Management Screen here
Attribute Remove Valid Object Types Action	To remove a valid object type from a product, select the object types that need to be removed, then click on the 'Attribute remove valid object types.'	Child Action component on a Node List	Node List Component here Attribute Management Screen here
Bulk Update Action	Allows the user to perform a bulk update of the selected items.	Child Action component on a Node List	Node List Component here
Bulk Update List Action	This component allows the user to perform bulk updates of the selected items using templates and root node parameters that house bulk update configurations.	Child Action component on a Node List	Node List Component here Parameterized Business Actions in Web UI here
Bulk Update Template Action	Allows users to select items in a Node List and update them all at once according to a pre-configured Bulk Update configuration. The title, icon, and help text for the action are configurable. How the toolbar action button displays in the toolbar: With this component, users can also configure the text that will display in the information popup when the bulk update action has been initiated. Background process pop ups can be configured to include not only a custom message, but also existing names and processes by adding braced words. The braced words are: {Action}, {Configuration}, {WorkflowID}, {WorkflowName}, {WorkflowState}, {StatusFlag}, {ItemCount} and {ImportFile}. Each of these will bring in the corresponding element name into the background process message. Below is an example of a valid 'Process Description' message added in the designer: And below is how the background process popup would display:	Child Action component on a Node List	Node List Component here Bulk Updates here
Cancel Asynchronous Job Action	When added to a job list screen, this component allows the user to cancel the selected asynchronous job(s). Note that this action button is designed to cancel only asynchronous translation jobs, not all background process (BGP) jobs.	Child Action component on a Node List	Node List Component here
Change Reference Target Action	This component changes the target of the selected reference(s) in a table.	Child Action component on a Node List	Node List Component here
Confirm as Non-Duplicate Action	This component, which can be used while merging confirmed matches or confirming a deduplication via clerical review, rejects the selected items in grid as duplicates.	Child Action component on a Node List	Node List Component here Merging Confirmed Matches here Configuring a Deduplication Clerical Review in Matching, Linking and Merging here
Confirm as Duplicate Action	When performing a merge, this component confirms the selected items in a grid as duplicates. To perform a merge, choose which objects to merge with the selected node and click 'Confirm as Duplicate Action.' In the message that pops up, provide a reason for why they are duplicates, then click OK. Navigate to the 'Confirmed Matches' component screen and select which match to merge the currently selected node with. Then, click the 'Navigate to merge nodes screen' button. On the merge screen, choose which attributes and references will survive the merge by clicking the arrows next to them. Select the surviving node via the radio buttons displayed above the Merge button.	Child Action component on a Node List	Node List Component here Merging Confirmed Matches in the Matching, Linking, and Merging documentation here
Create from Template	Allows users to configure product-based templates that can be used to create new products. When one or more templates have been created, users can click on the 'Create from Template' toolbar action to create a new product. A 'Create New Item' window displays with a series of template options, each indicated by an image. Once created and a new name assigned to the new product, the selected template's attributes, attribute values, and references are applied to the new product. This component allows users to configure the new object's object type and placement in the hierarchy to be different than that of the template. It is important to note that an auto ID configuration must be setup for the relevant object type to enable this action. How the toolbar action button displays in the toolbar:	Child Action component on a Node List	Node List Component here
Create Asset Action	Allows the user to create a new asset.	Child Action component on a Node Details Screen Child Action component on a Node List	Action Button Configuration on a Node List here. Note: Configuration on Node Details is the same as Node List.
Create Classification Action	Allows the user to create new classifications.	Child Action component on a Node Details Screen Child Action component on a Node List	Action Button Configuration on a Node List here. Note: Configuration on a Node Details is the same as Node List.
Create Collection Action	Collections are containers for storing sets of objects. This action creates a collection from results of a search.	Child Action component on a Node List	Node List Component here Status Selector Homepage Widget here
Create Collection Action Automotive	This action creates a collection from results of a search within the Application Manager Screen.	Child Action component on a Node List	Node List Component here Results Table and Toolbar here
Create Confirmed Match From Grid	This action adds an additional confirmed match. Matches must be confirmed via the Potential Duplicates List or Deduplication List screens.	Child Action component on a Node List	Node List Component here Confirmed Matches Component here
Create Entity Action	Allows the user to create a new object of the entity super type.	Child Action component on a Node Details Screen Child Action component on a Node List	Action Button Configuration on a Node List here.
Create Product Action	Allows the user to create a new product.	Child Action component on a Node Details Screen Child Action component on a Node List	Action Button Configuration on a Node List here.
Create References Action	Enables the user to create a reference or link between selected objects and one or more targets for the configured reference or link type. The available reference and link types include Classification, Entity, Image and Document (assets), or Product reference types, or the Product to Classification link type. The reference and link types applied can be displayed using the 'Reference Header' when configured as a Table Header in a table / grid Display Mode.	Child Action component on a Node List	Node List Component here Create References Action Configuration here
Custom Export Action	The Custom Export Action can be added to a toolbar on a given screen a Node List or Task List, enabling the user to export a selection of products, classifications, or entities. Supported export formats for Custom Export are Excel and CSV. This action was previously called the Simple Exporter Action.	Child Action component on a Node List	Node List Component here Custom Export Action here
Delete Confirmed Match From Grid Action	This action deletes a confirmed match.	Child Action component on a Node List	Node List Component here Confirmed Matches Component here
Delete From Collection Action	This action deletes the selected item(s) from the collection.	Child Action component on a Node List	Node List Component here
Delete From Grid Action	This action deletes the selected item(s) in the grid.	Child Action component on a Node List	Node List Component here
Download Asset Action	Asset Download is an add-on component for STEP that enables users to provide a URL to an asset on a product and have STEP automatically download the asset. This functionality allows users—typically suppliers—to efficiently create and/or replace their business-critical assets in STEP, adding an additional layer of flexibility in how they can manage and store the assets and images that need to be linked to their products. The Asset Download component enables STEP to pull assets (e.g., images) from external URLs, store them in supplier asset classification structures, and link them to products in an automated operation. For asset representations on a Node Editor screen with the 'Direct download' option enabled in design mode, the link is opened in a new window while the download is preparing to start. This is especially helpful when connecting to an external DAM location since the process can take some time to start the download.	Child Action component on a Node List	Node List Component here Asset Download here Download Assets Action here
Duplicate Item Action	Enables users to duplicate a single item in a Node List on a Display Children screen or a Children of Types screen. Once an object in a Node List (displayed in a tabular view style) is selected, this toolbar action button can be used to duplicate that object. The duplicated item is added to the same parent node as the original and retains all of the original object's information, including references. It is important to note that an auto ID configuration must be setup for the relevant object type to enable this action. How the toolbar action button displays in the toolbar:	Child Action component on a Node List	Node List Component here
Edit Collection Search Criteria Action	This action allows the user to edit the search criteria for a collection.	Child Action component on a Node List	Node List Component here
Experian Email Validation	Once all setup is complete, the Experian Email Validation integration allows users to perform email validations on a node list with one click of the 'Validate Emails' button. Users can choose one or more objects containing email account data that need to be validated, then click on the 'Validate Emails' button to run the 'Experian Email validation Job' background process.	Node List component	Experian Email Validation Integration in Web UI here
Export Action	Downloads selected items using the selected saved export configuration. By default, STEPXML and Advanced STEPXML configurations export data from the current Web UI context. By default, non-STEPXML configurations export data from the context saved in the export configuration. To overwrite the configuration context and export data from the current Web UI context, check the 'Export data from current context' parameter.	Node List component on a: Task List screen Display Children screen Classification screen Collection Content screen Asset Basket screen Advanced Search screen	Node List Component here Task List here Advanced Search here Search Screen Basket here Maintaining a Saved Export Configuration in the Data Exchange documentation here
Export Action Automotive	This action can be added to a Node List within the Application Manager screen for downloading selected items in the current state using a saved export configuration.	Child Action component on a Node List	Node List Component here Using Automotive Exporters here
Export Current View	With a single click, allows users to export selected Node List items directly to an Excel spreadsheet, using the same columns and column ordering of the exported table.	Child Action component on a Node List	Node List Component here Export Current View Action here
Freeze Panes	Allows Node List tables viewed in either the Multi Edit or Comparison View modes to be locked vertically and horizontally on a selected cell. The parameter that enables Freeze Panes is available in the 'Advanced' section of the Multi Edit view mode in the designer. How the toolbar action button appears in the toolbar: How the Enable Freeze Panes parameter appears in the designer:	Node List component in Multi Edit or Compare View	Node List Component here
Generate PDF	This component generates PDF files for the mounted pages in the selected publication(s), section(s), or page(s).	Child Action component on a Node List	Node List Component here
Golden Record Advanced Merge From Grid	This action, when added to a Golden Record Clerical Review Task List screen, opens the Golden Record Advanced Merge Dialog, which allows the user to edit the golden records merged result.	Child Action component on a Node List	Node List Component here Golden Record Clerical Review Task List here Golden Record Advanced Merge Dialog here
Golden Record Merge From Grid	In the Golden Record Clerical Review Task List, this action merges the selected task(s) into a single surviving golden record (for each task selected). Which values get promoted to the surviving golden record are determined automatically by the survivorship rules specified on the corresponding matching algorithm.	Child Action component on a Node List	Node List Component here Golden Record Clerical Review Task List here
Golden Record Reassign From Grid	In the Golden Record Clerical Review Task List, this action enables the user to reassign chosen task(s) to another user or user group configured in the workflow. The new assignee can be selected from the 'Select assignee' dialog box that pops up.	Child Action component on a Node List	Node List Component here Golden Record Clerical Review Task List here
Golden Record Reject From Grid	In the Golden Record Clerical Review Task List, this action confirms golden records as non-duplicates and removes them from the workflow.	Child Action component on a Node List	Node List Component here Golden Record Clerical Review Task List here
Golden Record Submit From Grid	This action submits the configured event to the chosen task(s) in the Golden Record Clerical Review Task List.	Child Action component on a Node List	Node List Component here Golden Record Clerical Review Task List here
Guided Data Entry	This action will move selected items into Guided Data Entry. The Guided Data Entry window displays configured attributes, attribute groups, and reference types for the selected objects. Users may then add attribute values or references to complete the Guided Data Entry 'stepper.'	Child Action component on a Node List	Node List Component here Adding Guided Data Entry to Web UI here
Hide Equal	When clicked, the Hide Equal button hides all rows / columns showing the same data. For instance, if all objects listed have the value 'Blue' for the attribute 'Primary color', clicking Hide Equal will hide the 'Primary color' attribute from the table.	Child Action component on a Node List for Display Children, Task List, Collection List, Collection Content, Multi Selection screens; configurable via checkbox selection for Multi Revision, Multi Workspace, Deduplication Screen, and Potential Duplicates List	Node List Component here Comparing Data Using Hide Equal and Mark Different here
Initiate Business Action	Once configured, the Initiate Business action component can be used to start a business action on a data container. Below is an example of the Initiate Business Action button:	Child Action component on a Node List	Node List Component here Using Asset Download here
Initiate Business Rule Action	Action for invoking a business rule on a single selected entry.	Child Action component on a Node List	Node List Component here
Mark Different	When clicked, the Mark Different button highlights all rows / columns showing differing data. For instance, if one or more objects listed have different values for the attribute 'Primary color', clicking Mark Different will highlight the 'Primary color' attribute.	Child Action component on a Node List for Display Children, Task List, Collection List, Collection Content, Multi Selection screens; configurable via checkbox selection for Multi Revision, Multi Workspace, Deduplication Screen, and Potential Duplicates List	Node List Component here Comparing Data Using Hide Equal and Mark Different here
Menu Group	Multiple toolbar action buttons can be configured to display in a single group using this component. Once configured, users can click the 'Menu Group' button and all included toolbar actions display in a dropdown menu.	Child Action component on a Node List	Node List Component here
Multi Context Edit	This component enables users to view object information for multiple objects in multiple contexts in the same view. Once configured, users implement this editable view by selecting the objects to be viewed from the Node List, and then clicking the Multi Context Edit button. Users then select which headers should display in the view, and then which contexts should be included in display. The view shows all selected objects, once for each selected context, with all of the selected attribute information.	Child Action component on a Node List	Node List Component here Multi Context Edit Component here
New Item Action	This action can be added to a Node List inside the Children Of Types screen. This allows the user to create new children below the selected product.	Child Action component on a Node List	Node List Component here Children of Types Screen here
Partial Approval Action	This no-configuration button can be added to Node Editors and, when clicked, opens a full-screen overlay showing all unapproved changes made by the logged-in user as well as by other users. Users may create a selection of unapproved changes, and then approve them in the overlay.	Child Button Component on a Node Editor	Node Editor Component here Partial Approval in Web UI here
Refresh Profile Action	Allows the user to manually generate / update a data profile for the currently selected collection. When clicked, the user is prompted to select a profile configuration. A 'Refresh collection' option is also available. Checking this box will refresh the collection before the profile is run: A link to the background process is provided any time this action button is used.	Child Action component on a Node List	Node List Component here
Remove From Basket Action	This action can be added to the Basket screen. It allows the user to remove the selected items from the basket.	Child Action component on a Node List	Node List Component here
Remove References Action	This component enables users to remove one or multiple references from one or multiple objects in a Node List. Once properly configured, initiating this action brings up a window displaying a menu of all configured reference types for which there are references, along with the objects referenced using that reference type. Users may then select one or more of the referenced objects and remove all references to that object in all selected Node List items in one action. How the toolbar action button appears in the toolbar:	Child Action component on a Node List	Node List Component here
Run Business Action	Enables users to execute a business rule when clicking a button in the Web UI. Can be used, for example, to streamline navigation through workflows in the Web UI. Because the Run Business Action component enables business actions to make changes in the Web UI, this component can be applied by admin users in a wide range of scenarios.	Toolbar action button on a Node List Standard action button on a Node Details screen	Run Business Action Component here Node List Component here Node Details Screen here
Run Business Condition	Creates a button for initiating a business condition.	Child Action component on a Node List	Node List Component here
Select	This action can be added to a Planned Spread Navigator screen. This allows the user to choose the version for which to display the planned pages.	Child Action component on a Node List	Node List Component here
Smart Sheet Export Action	After enabling the Excel Smartsheet Format functionality, use this action to maintain data by allowing users to download Smartsheet maintenance files from objects in a workflow.	Child Action component on a Node List	Excel Smartsheet Format (in the Data Exchange documentation) here Node List Component here Smartsheet Export Action here
Start Workflow From Grid	When working with objects in Web UI, a Start Workflow Action button can be added to any Node Details screen. This allows users to work with object data and then initiate the object into a workflow by clicking the 'Start STEP Workflow' button at the bottom of the screen. The button is only enabled when initiation is possible. If disabled, the object may already exist as a task in the designated workflow. Process notes can be configured to appear via the submit dialog. Note: The button label for 'Start STEP Workflow' can be configured in the designer.	Child Action component on a Node List	Node List Component here Initiating Objects in a Workflow using Web UI here
Stateflow Filtering Action	This action, when added to a Planned Spread Navigator screen, allows the user to filter pages by stateflow assignee.	Child Action component on a Node List	Node List Component here
Submit Action	This action button generates submit buttons for the events that are valid for a given product state and STEP workflow. One button will be inserted for each event. Note: If the submit message for the submit dialog exceeds 400 characters, a workflow variable should be used instead of the process note. When using a workflow variable, the "Show Submit Dialog" option should not be selected.	Standard action button on a Node Details screen.	Submit Action here Workflow Navigation Handler here
Submit From Grid Action	This action submits the selected item(s) in a grid. Note: If the submit message for the submit dialog exceeds 400 characters, a workflow variable should be used instead of the process note. When using a workflow variable, the "Show Submit Dialog" option should not be selected.	Child Action component on a Node List	Node List Component here
Unlink Duplicate From Grid Action	This action unlinks the selected items in a grid. To use this action, select two source records and click the Unlink Duplicates button. This will unlink the two records and mark them as confirmed non-duplicates. Only one will survive and remain linked to the golden record.	Child Action component on a Node List	Node List Component here Golden Record Linked Members Component here
Unlink Single Record from Golden Action	This action unlinks the selected record from the golden record. To use this action, select one source record and click the Unlink Single Record From Golden button. This will remove the source record reference from the golden record.	Child Action component on a Node List	Node List Component here Golden Record Linked Members Component here
Update Profile Action	Allows the user to manually generate / update a data profile for the currently selected node. When clicked, the user is prompted to select a profile configuration: When updating a collection profile, a 'Refresh collection' option is also available. Checking this box will refresh the collection before the profile is run. A link to the background process is provided any time this action button is used.	Child Action component on a Node List	Node Details Screen here
Upload Asset Action	The Upload Asset action, which can be added to a Folder screen or Asset Folder screen, allows the user to upload and create an asset in the current classification for the screen. Note: An asset importer configuration must be selected before uploading an asset. The configuration will apply its rules against the imported asset and make any necessary changes (or reject if it fails to meet minimum requirements).	Child Action component on a Node List	Node List Component here Asset Importer in Web UI here

Add Autopage Items Action

This component adds items to an Autopage Publication.

Child Action component on a Node List

Node List Component here

Add Selected Items To Collection

This component adds selected nodes to the collection without query URL.

Child Action component on a Node List

Node List Component here

Add To Basket Action

When added to a PowerSearch screen, this action lets users add the selected items to the basket.

Child Action component on a Node List

Node List Component here

Add to Batch Action

When added to the Actions parameter of a Node List, this component allows the user to add the selected items to a batch.

Child Action component on a Node List

Node List Component here

Assign Toolbar Action

On the Task List screen, this component can assign and unassign tasks in bulk. The Assign toolbar action comes by default with two options: 'Release task' and 'Assign to.' Selecting the 'Release task' option will release the task to the user group to which the workflow is assigned. Selecting the 'Assign to' option results in a second dropdown that lists both the default user group to which the workflow has been assigned, and all users to which the task item can be assigned, including the user who has clicked the button.

Child Action component on a Node List

Node List Component here

Assigning Workflow Tasks in Web UI here

Attribute Add Valid Object Types Action

This component adds valid object types to an attribute. The user can browse or search for the desired product object type.

Child Action component on a Node List

Node List Component here

Attribute Management Screen here

Attribute Remove Valid Object Types Action

To remove a valid object type from a product, select the object types that need to be removed, then click on the 'Attribute remove valid object types.'

Child Action component on a Node List

Node List Component here

Attribute Management Screen here

Bulk Update Action

Allows the user to perform a bulk update of the selected items.

Child Action component on a Node List

Node List Component here

Bulk Update List Action

This component allows the user to perform bulk updates of the selected items using templates and root node parameters that house bulk update configurations.

Child Action component on a Node List

Node List Component here

Parameterized Business Actions in Web UI here

Bulk Update Template Action

Allows users to select items in a Node List and update them all at once according to a pre-configured Bulk Update configuration. The title, icon, and help text for the action are configurable.

How the toolbar action button displays in the toolbar:

With this component, users can also configure the text that will display in the information popup when the bulk update action has been initiated. Background process pop ups can be configured to include not only a custom message, but also existing names and processes by adding braced words. The braced words are: {Action}, {Configuration}, {WorkflowID}, {WorkflowName}, {WorkflowState}, {StatusFlag}, {ItemCount} and {ImportFile}. Each of these will bring in the corresponding element name into the background process message.

Below is an example of a valid 'Process Description' message added in the designer:

And below is how the background process popup would display:

Child Action component on a Node List

Node List Component here

Bulk Updates here

Cancel Asynchronous Job Action

When added to a job list screen, this component allows the user to cancel the selected asynchronous job(s). Note that this action button is designed to cancel only asynchronous translation jobs, not all background process (BGP) jobs.

Child Action component on a Node List

Node List Component here

Change Reference Target Action

This component changes the target of the selected reference(s) in a table.

Child Action component on a Node List

Node List Component here

Confirm as Non-Duplicate Action

This component, which can be used while merging confirmed matches or confirming a deduplication via clerical review, rejects the selected items in grid as duplicates.

Child Action component on a Node List

Node List Component here

Merging Confirmed Matches here

Configuring a Deduplication Clerical Review in Matching, Linking and Merging here

Confirm as Duplicate Action

When performing a merge, this component confirms the selected items in a grid as duplicates. To perform a merge, choose which objects to merge with the selected node and click 'Confirm as Duplicate Action.' In the message that pops up, provide a reason for why they are duplicates, then click OK. Navigate to the 'Confirmed Matches' component screen and select which match to merge the currently selected node with. Then, click the 'Navigate to merge nodes screen' button. On the merge screen, choose which attributes and references will survive the merge by clicking the arrows next to them. Select the surviving node via the radio buttons displayed above the Merge button.

Child Action component on a Node List

Node List Component here

Merging Confirmed Matches in the Matching, Linking, and Merging documentation here

Create from Template

Allows users to configure product-based templates that can be used to create new products. When one or more templates have been created, users can click on the 'Create from Template' toolbar action to create a new product. A 'Create New Item' window displays with a series of template options, each indicated by an image. Once created and a new name assigned to the new product, the selected template's attributes, attribute values, and references are applied to the new product. This component allows users to configure the new object's object type and placement in the hierarchy to be different than that of the template. It is important to note that an auto ID configuration must be setup for the relevant object type to enable this action.

How the toolbar action button displays in the toolbar:

Child Action component on a Node List

Node List Component here

Create Asset Action

Allows the user to create a new asset.

Child Action component on a Node Details Screen

Child Action component on a Node List

Action Button Configuration on a Node List here.

Note: Configuration on Node Details is the same as Node List.

Create Classification Action

Allows the user to create new classifications.

Child Action component on a Node Details Screen

Child Action component on a Node List

Action Button Configuration on a Node List here.

Note: Configuration on a Node Details is the same as Node List.

Create Collection Action

Collections are containers for storing sets of objects. This action creates a collection from results of a search.

Child Action component on a Node List

Node List Component here

Status Selector Homepage Widget here

Create Collection Action Automotive

This action creates a collection from results of a search within the Application Manager Screen.

Child Action component on a Node List

Node List Component here

Results Table and Toolbar here

Create Confirmed Match From Grid

This action adds an additional confirmed match. Matches must be confirmed via the Potential Duplicates List or Deduplication List screens.

Child Action component on a Node List

Node List Component here

Confirmed Matches Component here

Create Entity Action

Allows the user to create a new object of the entity super type.

Child Action component on a Node Details Screen

Child Action component on a Node List

Action Button Configuration on a Node List here.

Create Product Action

Allows the user to create a new product.

Child Action component on a Node Details Screen

Child Action component on a Node List

Action Button Configuration on a Node List here.

Create References Action

Enables the user to create a reference or link between selected objects and one or more targets for the configured reference or link type. The available reference and link types include Classification, Entity, Image and Document (assets), or Product reference types, or the Product to Classification link type.

The reference and link types applied can be displayed using the 'Reference Header' when configured as a Table Header in a table / grid Display Mode.

Child Action component on a Node List

Node List Component here

Create References Action Configuration here

Custom Export Action

The Custom Export Action can be added to a toolbar on a given screen a Node List or Task List, enabling the user to export a selection of products, classifications, or entities. Supported export formats for Custom Export are Excel and CSV.

This action was previously called the Simple Exporter Action.

Child Action component on a Node List

Node List Component here

Custom Export Action here

Delete Confirmed Match From Grid Action

This action deletes a confirmed match.

Child Action component on a Node List

Node List Component here

Confirmed Matches Component here

Delete From Collection Action

This action deletes the selected item(s) from the collection.

Child Action component on a Node List

Node List Component here

Delete From Grid Action

This action deletes the selected item(s) in the grid.

Child Action component on a Node List

Node List Component here

Download Asset Action

Asset Download is an add-on component for STEP that enables users to provide a URL to an asset on a product and have STEP automatically download the asset. This functionality allows users—typically suppliers—to efficiently create and/or replace their business-critical assets in STEP, adding an additional layer of flexibility in how they can manage and store the assets and images that need to be linked to their products. The Asset Download component enables STEP to pull assets (e.g., images) from external URLs, store them in supplier asset classification structures, and link them to products in an automated operation.

For asset representations on a Node Editor screen with the 'Direct download' option enabled in design mode, the link is opened in a new window while the download is preparing to start. This is especially helpful when connecting to an external DAM location since the process can take some time to start the download.

Child Action component on a Node List

Node List Component here

Asset Download here

Download Assets Action here

Duplicate Item Action

Enables users to duplicate a single item in a Node List on a Display Children screen or a Children of Types screen. Once an object in a Node List (displayed in a tabular view style) is selected, this toolbar action button can be used to duplicate that object. The duplicated item is added to the same parent node as the original and retains all of the original object's information, including references. It is important to note that an auto ID configuration must be setup for the relevant object type to enable this action.

How the toolbar action button displays in the toolbar:

Child Action component on a Node List

Node List Component here

Edit Collection Search Criteria Action

This action allows the user to edit the search criteria for a collection.

Child Action component on a Node List

Node List Component here

Experian Email Validation

Once all setup is complete, the Experian Email Validation integration allows users to perform email validations on a node list with one click of the 'Validate Emails' button. Users can choose one or more objects containing email account data that need to be validated, then click on the 'Validate Emails' button to run the 'Experian Email validation Job' background process.

Node List component

Experian Email Validation Integration in Web UI here

Export Action

Downloads selected items using the selected saved export configuration.

By default, STEPXML and Advanced STEPXML configurations export data from the current Web UI context.
By default, non-STEPXML configurations export data from the context saved in the export configuration. To overwrite the configuration context and export data from the current Web UI context, check the 'Export data from current context' parameter.

Node List component on a:

Task List screen
Display Children screen
Classification screen
Collection Content screen
Asset Basket screen
Advanced Search screen

Node List Component here

Task List here

Advanced Search here

Search Screen Basket here

Maintaining a Saved Export Configuration in the Data Exchange documentation here

Export Action Automotive

This action can be added to a Node List within the Application Manager screen for downloading selected items in the current state using a saved export configuration.

Child Action component on a Node List

Node List Component here

Using Automotive Exporters here

Export Current View

With a single click, allows users to export selected Node List items directly to an Excel spreadsheet, using the same columns and column ordering of the exported table.

Child Action component on a Node List

Node List Component here

Export Current View Action here

Freeze Panes

Allows Node List tables viewed in either the Multi Edit or Comparison View modes to be locked vertically and horizontally on a selected cell. The parameter that enables Freeze Panes is available in the 'Advanced' section of the Multi Edit view mode in the designer.

How the toolbar action button appears in the toolbar:

How the Enable Freeze Panes parameter appears in the designer:

Node List component in Multi Edit or Compare View

Node List Component here

Generate PDF

This component generates PDF files for the mounted pages in the selected publication(s), section(s), or page(s).

Child Action component on a Node List

Node List Component here

Golden Record Advanced Merge From Grid

This action, when added to a Golden Record Clerical Review Task List screen, opens the Golden Record Advanced Merge Dialog, which allows the user to edit the golden records merged result.

Child Action component on a Node List

Node List Component here

Golden Record Clerical Review Task List here

Golden Record Advanced Merge Dialog here

Golden Record Merge From Grid

In the Golden Record Clerical Review Task List, this action merges the selected task(s) into a single surviving golden record (for each task selected). Which values get promoted to the surviving golden record are determined automatically by the survivorship rules specified on the corresponding matching algorithm.

Child Action component on a Node List

Node List Component here

Golden Record Clerical Review Task List here

Golden Record Reassign From Grid

In the Golden Record Clerical Review Task List, this action enables the user to reassign chosen task(s) to another user or user group configured in the workflow. The new assignee can be selected from the 'Select assignee' dialog box that pops up.

Child Action component on a Node List

Node List Component here

Golden Record Clerical Review Task List here

Golden Record Reject From Grid

In the Golden Record Clerical Review Task List, this action confirms golden records as non-duplicates and removes them from the workflow.

Child Action component on a Node List

Node List Component here

Golden Record Clerical Review Task List here

Golden Record Submit From Grid

This action submits the configured event to the chosen task(s) in the Golden Record Clerical Review Task List.

Child Action component on a Node List

Node List Component here

Golden Record Clerical Review Task List here

Guided Data Entry

This action will move selected items into Guided Data Entry. The Guided Data Entry window displays configured attributes, attribute groups, and reference types for the selected objects. Users may then add attribute values or references to complete the Guided Data Entry 'stepper.'

Child Action component on a Node List

Node List Component here

Adding Guided Data Entry to Web UI here

Hide Equal

When clicked, the Hide Equal button hides all rows / columns showing the same data. For instance, if all objects listed have the value 'Blue' for the attribute 'Primary color', clicking Hide Equal will hide the 'Primary color' attribute from the table.

Child Action component on a Node List for Display Children, Task List, Collection List, Collection Content, Multi Selection screens; configurable via checkbox selection for Multi Revision, Multi Workspace, Deduplication Screen, and Potential Duplicates List

Node List Component here

Comparing Data Using Hide Equal and Mark Different here

Initiate Business Action

Once configured, the Initiate Business action component can be used to start a business action on a data container.

Below is an example of the Initiate Business Action button:

Child Action component on a Node List

Node List Component here

Using Asset Download here

Initiate Business Rule Action

Action for invoking a business rule on a single selected entry.

Child Action component on a Node List

Node List Component here

Mark Different

When clicked, the Mark Different button highlights all rows / columns showing differing data. For instance, if one or more objects listed have different values for the attribute 'Primary color', clicking Mark Different will highlight the 'Primary color' attribute.

Child Action component on a Node List for Display Children, Task List, Collection List, Collection Content, Multi Selection screens; configurable via checkbox selection for Multi Revision, Multi Workspace, Deduplication Screen, and Potential Duplicates List

Node List Component here

Comparing Data Using Hide Equal and Mark Different here

Menu Group

Multiple toolbar action buttons can be configured to display in a single group using this component. Once configured, users can click the 'Menu Group' button and all included toolbar actions display in a dropdown menu.

Child Action component on a Node List

Node List Component here

Multi Context Edit

This component enables users to view object information for multiple objects in multiple contexts in the same view. Once configured, users implement this editable view by selecting the objects to be viewed from the Node List, and then clicking the Multi Context Edit button. Users then select which headers should display in the view, and then which contexts should be included in display. The view shows all selected objects, once for each selected context, with all of the selected attribute information.

Child Action component on a Node List

Node List Component here

Multi Context Edit Component here

New Item Action

This action can be added to a Node List inside the Children Of Types screen. This allows the user to create new children below the selected product.

Child Action component on a Node List

Node List Component here

Children of Types Screen here

Partial Approval Action

This no-configuration button can be added to Node Editors and, when clicked, opens a full-screen overlay showing all unapproved changes made by the logged-in user as well as by other users. Users may create a selection of unapproved changes, and then approve them in the overlay.

Child Button Component on a Node Editor

Node Editor Component here

Partial Approval in Web UI here

Refresh Profile Action

Allows the user to manually generate / update a data profile for the currently selected collection.

When clicked, the user is prompted to select a profile configuration. A 'Refresh collection' option is also available. Checking this box will refresh the collection before the profile is run:

A link to the background process is provided any time this action button is used.

Child Action component on a Node List

Node List Component here

Remove From Basket Action

This action can be added to the Basket screen. It allows the user to remove the selected items from the basket.

Child Action component on a Node List

Node List Component here

Remove References Action

This component enables users to remove one or multiple references from one or multiple objects in a Node List. Once properly configured, initiating this action brings up a window displaying a menu of all configured reference types for which there are references, along with the objects referenced using that reference type. Users may then select one or more of the referenced objects and remove all references to that object in all selected Node List items in one action.

How the toolbar action button appears in the toolbar:

Child Action component on a Node List

Node List Component here

Run Business Action

Enables users to execute a business rule when clicking a button in the Web UI. Can be used, for example, to streamline navigation through workflows in the Web UI. Because the Run Business Action component enables business actions to make changes in the Web UI, this component can be applied by admin users in a wide range of scenarios.

Toolbar action button on a Node List

Standard action button on a Node Details screen

Run Business Action Component here

Node List Component here

Node Details Screen here

Run Business Condition

Creates a button for initiating a business condition.

Child Action component on a Node List

Node List Component here

Select

This action can be added to a Planned Spread Navigator screen. This allows the user to choose the version for which to display the planned pages.

Child Action component on a Node List

Node List Component here

Smart Sheet Export Action

After enabling the Excel Smartsheet Format functionality, use this action to maintain data by allowing users to download Smartsheet maintenance files from objects in a workflow.

Child Action component on a Node List

Excel Smartsheet Format (in the Data Exchange documentation) here

Node List Component here

Smartsheet Export Action here

Start Workflow From Grid

When working with objects in Web UI, a Start Workflow Action button can be added to any Node Details screen. This allows users to work with object data and then initiate the object into a workflow by clicking the 'Start STEP Workflow' button at the bottom of the screen. The button is only enabled when initiation is possible. If disabled, the object may already exist as a task in the designated workflow.

Process notes can be configured to appear via the submit dialog.

Note: The button label for 'Start STEP Workflow' can be configured in the designer.

Child Action component on a Node List

Node List Component here

Initiating Objects in a Workflow using Web UI here

Stateflow Filtering Action

This action, when added to a Planned Spread Navigator screen, allows the user to filter pages by stateflow assignee.

Child Action component on a Node List

Node List Component here

Submit Action

This action button generates submit buttons for the events that are valid for a given product state and STEP workflow. One button will be inserted for each event.

Note: If the submit message for the submit dialog exceeds 400 characters, a workflow variable should be used instead of the process note. When using a workflow variable, the "Show Submit Dialog" option should not be selected.

Standard action button on a Node Details screen.

Submit Action here

Workflow Navigation Handler here

Submit From Grid Action

This action submits the selected item(s) in a grid.

Note: If the submit message for the submit dialog exceeds 400 characters, a workflow variable should be used instead of the process note. When using a workflow variable, the "Show Submit Dialog" option should not be selected.

Child Action component on a Node List

Node List Component here

Unlink Duplicate From Grid Action

This action unlinks the selected items in a grid. To use this action, select two source records and click the Unlink Duplicates button. This will unlink the two records and mark them as confirmed non-duplicates. Only one will survive and remain linked to the golden record.

Child Action component on a Node List

Node List Component here

Golden Record Linked Members Component here

Unlink Single Record from Golden Action

This action unlinks the selected record from the golden record. To use this action, select one source record and click the Unlink Single Record From Golden button. This will remove the source record reference from the golden record.

Child Action component on a Node List

Node List Component here

Golden Record Linked Members Component here

Update Profile Action

Allows the user to manually generate / update a data profile for the currently selected node.

When clicked, the user is prompted to select a profile configuration:

When updating a collection profile, a 'Refresh collection' option is also available. Checking this box will refresh the collection before the profile is run.

A link to the background process is provided any time this action button is used.

Child Action component on a Node List

Node Details Screen here

Upload Asset Action

The Upload Asset action, which can be added to a Folder screen or Asset Folder screen, allows the user to upload and create an asset in the current classification for the screen.

Note: An asset importer configuration must be selected before uploading an asset. The configuration will apply its rules against the imported asset and make any necessary changes (or reject if it fails to meet minimum requirements).

Child Action component on a Node List

Node List Component here

Asset Importer in Web UI here