Defining Web Actions


Admins may add web actions (formerly known as “custom actions”) to the object record Actions menu. Web actions can invoke context-sensitive business logic or integrate with external systems and web sites. For example, create a web action to:

  • Integrate with third party tools
  • Publish content to an external site

All web actions must take the form of web links (URLs), which can either open within Vault or in a separate window. URLs can use tokens for document/object fields and additional details like Session ID, Vault Domain, and User ID.

When users select the action, Vault replaces the tokens with the specific document/object’s field value or current session information. Like other user actions, an Admin must add the action to specific lifecycle states and can also make the action conditional.

Using Web Actions

Web actions can be used to extend the functionality of Vault in any number of ways. Typically, it is used to provide necessary functionality that is not a part of the core Vault product.  For example:

Web actions navigate to a URL for an external service that understands the parameters being passed and can take additional actions beyond that. If the session ID is passed, then the service may call back into Vault using the API and take any number of actions, such as querying for more data or creating documents.  

Accessing Web Actions

Web actions are visible and editable from Admin > Configuration > Web Actions. You must have a security profile with Web Actions permissions.

The Web Actions page lists all web actions currently in the system. You can create new web actions by clicking Create or edit an existing web action by clicking the web action’s name.

How to Create Web Actions

To create a new web action:

  1. Click the Create button.
  2. Enter a label for the web action. The label appears as a selection in the document or object record Actions menu.
  3. Enter a name for the web action. This will default to a field name based on the label, for example, my_web_action__c.
  4. Select either Document or _Object _as the Type. This determines whether the action applies to documents or object records.
  5. Select either Open in New Window or Display Within Vault from the Target drop-down list. These control where the target URL is displayed when a user selects the web action.
  6. Choose if you want to Post Session Credentials via Post Message. We recommend selecting this option as it is more secure than sending session credentials through the URL.
  7. Select one or more fields from the Fields panel and either double-click or click the arrow icon to move it to the URL panel. The available fields will vary between document and object actions.
  8. Click Validate. Vault will let you know if your action is valid.
  9. Click Save.

How to Edit Web Actions

To edit an existing web action:

  1. From the web action list, click an item’s Actions menu.
  2. Click Edit.
  3. Make any necessary changes and click Save.

How to Delete Web Actions

Deleting a web action removes it from your vault and cannot be undone. You cannot delete a web action that is part of an active workflow.

To delete a web action:

  1. From the web action list, click an item’s Actions menu.
  2. Click Delete.
  3. Click Continue in the confirmation dialog to permanently delete the web action.

Limits for URL Length

Web browsers have various limitations on the maximum number of characters in a URL. Many versions of Internet Explorer™ limit URLs to 2,083 characters. We recommend that you keep the URL length under that limit. Keep in mind that tokens you include in the URL may render into longer values.