Create an action call for a UII action

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

There are two ways in which you can create an action call for a User Interface Integration (UII) action:

  • Create an action call and then attach it to the hosted control and the respective UII action.

  • Start from a hosted control that contains the UII action that you want to create the action call for.

In This Topic

Start from the action call

Start from the hosted control

Start from the action call

  1. Sign in to Microsoft Dynamics 365.

  2. Go to Settings > Unified Service Desk.

  3. Click Action Calls.

  4. On the action call list page, choose Add New Action Call on the command bar.

  5. On the New Action Call page, specify information for various fields as per the following table.

    New action call in Unified Service Desk

    Field

    Description

    Name

    A descriptive name of the action call.

    Hosted Control

    The hosted control having the UII action to be called.

    Action

    The UII action name to call on the hosted control. To call a UII action for a hosted control, the action must be added to the list of UII actions for a hosted control in Dynamics 365.

    Data

    This is the serialized data (string data) that is passed as the data parameter to the action.

    Note

    Some actions interpret multiline input specified here as separate parameters.

    Condition

    This is a JavaScript expression that should result in true or false. For example, “[[account.name]]”==”My Account”

    If the condition results in false or throws an exception, the action won’t be performed. If the action is blank or the result is true, the action will be performed.

    Note

    If the condition results in false or throws an exception, the action won’t be performed. If the action is blank or the result is true, the action will be performed.

    Shortcut Key

    This is a shortcut key that can be used by an agent to run this action while within the Unified Service Desk client. Anything valid for the KeyBinding.Gesture string can be used here. For more information see: http://msdn.microsoft.com/en-us/library/system.windows.input.keybinding.gesture.aspx.

    Examples:

    • CTRL+R

    • CTRL+ALT+A

    • SHIFT+ALT+A

    • CTRL-F12

    Tip

    You can view the embedded help at the bottom of the New Action Call page to know the description and the applicable parameters that can be passed using the action call.

  6. Choose Save.

Start from the hosted control

  1. Create or edit the hosted control that contains the UII action that you want to create an action call for. For more information, see Create or edit a hosted control.

  2. On the hosted control page, choose the down arrow next to the hosted control name on the nav bar, and then choose UII Actions.

    Navigation to UII Actions for a hosted control

  3. From the UII action list, choose the name of the UII action in the Name column for which you want to add the action call. Alternatively, select the required UII action record, and then choose Edit in the command bar. This will open the UII action record.

  4. On the UII action page, choose the down arrow next to the UII action name on the nav bar, and then choose Action Calls.

    Menu navigation to create an action call

  5. On the action call list page, choose Add New Action Call on the command bar.

  6. On the New Action Call page, follows steps 5 and 6 in the previous section.

See Also

Manage hosted controls, actions, and events
Unified Service Desk configuration walkthroughs
TechNet: Administration Guide for Unified Service Desk for Microsoft Dynamics CRM

Unified Service Desk 2.0

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