GT Action Center User Reference

The GT Action Center enables eForm approvers to approve bulk form actions for forms in a Pending status. GT eForm Approvers can use the GT Action Center to view all the forms they would normally see on their worklist, with the added benefit of filtering and performing bulk actions, like adding comments or approving many forms at once. Since the GT Action Center is related to the worklist, worklist notifications must be set up on your form to have forms appear in the GT Action Center.

Navigation: Manage GT eForms 3.x > GT Action Center

Overview

Feature	Use
Page Title	Defaults to Action Center. Use Message Catalog Text to customize title.
Page Display Headings	Displays User ID of the current user
Step Instructions	Text describing the functionality of this page, in general.
Filter List	Allows the user to filter the forms to be reviewed
Forms	Displays the forms returned by the filter above
Comments	Allows text entry for the purpose of adding bulk comments
Actions	Displays form actions available to perform on forms returned by the filter
Forms Needing Action	Displays a summary of the forms returned by the filter and allows for selective action on each form.

Filter List

The Filter List group box allows the user to filter the forms to be reviewed. The delivered GT Action Center allows filtering based on form type.

Feature	Use
Operator (Dropdown)	Used to define the logic for the filter. Defaults to Equal.
Form Type (or other filter criteria)	Field used for the filter.
Apply (Button)	Fetches all pending forms form the form type specified
Clear (Button)	Resets the filter field to its default values.

Forms

The Forms group box offers an at-a-glance summary of available forms.

Feature	Use
Filtered	Of the total pending forms for the user, “Filtered” indicates the number of forms returned by the filter
Displayed	Indicates the number of forms displayed in the Forms Needing Action area in last section of the Action Center
Selected	Of the total filtered forms available, “Selected” indicates the number of forms selected for bulk action

Comments

The Comments group box allows users to configure a comment which will appear on all forms to which a bulk action applies. For example, a user may want to add a comment that “this form was approved as part of a bulk approval action.” This allows plain text entry. This is a CLOB field type, which supports very long text entry.

Actions

The Actions group box displays actions available to perform on forms returned by the filter. Note that many of the actions taken in this group box will be reflected in the Forms Needing Action area in the section below.

Feature	Use
Refresh Log (Button)	Refreshes the filter results
Select All	Selects all forms for bulk action
Clear Selections	Deselects all selected forms
Form Action (Dropdown)	Indicates the Form Actions available for bulk action. Use the dropdown arrow to view and select an action. As delivered, only the Approve and Deny actions are available. Note: the value selected here may be applied to all filtered forms.
Set Action on Selected eForms	Updates the intended Form Action for all forms that have been selected
Submit All	Executes the Form Action for all selected forms. Note: prior to executing the forms, the user will see several warning messages. The delivered messages include: 1) Are you sure you want to act on multiple items? (24845, 4) 2) Forms were submitted for next approver if there is one (24845,5) 3) Approved Forms: 8830, 8831, 8832 (24845, 28) Note: The Submit All button also appears at the bottom of the page, underneath the 'Forms Needing Action' area.

Forms Needing Action

The 'Forms Needing Action' group box displays a customizable summary of information for all forms returned by the filter and provides the opportunity to act on a list of individual forms in rapid succession.

Feature	Use
Form Label	Displays the form ID and form description
Form Summary	By default, this box will include form data that is consistent across all forms, such as form ID, type, condition, status, original operator, original date, last operator date and last date.
Selected (Checkbox)	Indicates that a form is selected for bulk action. If the selected checkbox is inactive, then this form is no longer actionable.
Action (Dropdown)	Dropdown indicates the Form Actions available for this form and value selected only applies to selected form. As delivered, only the Approve and Deny actions are available.
Evaluate (Button)	Opens a new window if user would prefer to approve using the Evaluate task
More Info (Button)	This opens a modal window to provide additional details about a selected form. By default, this box will include form data that is consistent across all forms, such as form ID, type, condition, status, original operator, original date, last operator date and last date.
Submit (Button)	Executes the selected form, based on the chosen Form Action. If the Submit button is greyed out, then this form is no longer actionable.