Workflow actions allow us to create custom actions based on the values in search results. The two supported actions either run a search or link to a URL.
To build a workflow action, navigate to Settings | Fields | Workflow actions and click on New. You are presented with a form as seen in the following screenshot:
Let's walk through the following fields:
- Destination app: This is the app where the workflow action definition will live.
- Name: This is the name used in configuration files. This name cannot contain spaces, but underscores are fine.
- Label: This is what will appear in the menu. It can contain variables. In this case, we have included $user$, which...