This video describes quick actions,
and shows you how to add them to applet launcher pages.
You can skip to any of these topics from the YouTube description for this video.
Quick actions are shortcuts to commonly used items or actions,
that appear when your users click the plus sign on any applet launcher page.
The Now Mobile app includes three base system applet launcher pages:
Home, Services, and Information.
We can add quick actions to any of these pages.
For our example, let s add the Report an Issue quick action to the Home page.
We add quick actions by first accessing the applet launcher page.
We re prompted that we need to change the application in order to edit the record.
We can change the application in System Settings under the Developer tab,
or, we can enable the application picker here,
and select the application shown in the prompt message here in the picker.
Next, we select the Body tab, and scroll down to the Quick Actions list.
Notice that we already have a Chat record here,
but it isn t displaying in the mobile app, because it s inactive.
Let s activate it, and save.
Now we insert a new row to add the Report an Issue quick action,
and select it from the list.
We save the record,
and now we re ready to test the app.
And here s our new quick actions on the Home page.
Because quick actions are not role dependent,
you can test them logged in with your own credentials,
rather than as a user with a specific role.
But what if your users need a quick action
that doesn t appear in the Function Instances list?
You can create your own quick actions, by first creating a new function.
For our example, we ll create a quick action that opens a service catalog item.
In this case, we want to give our users quick access to report an outage.
For the type, you can create an action item function
to create or make changes to a record,
a navigation function to navigate to a different screen in the mobile app,
a URL function to link to a relative link in your instance,
a phone function to dial a phone number,
an address function to display a location on a map,
an email function to open a native email client,
an upload attachment function to upload a file,
or a chat launcher function to open a chat window.
We want to direct our users to a specific link in our instance, so we select URL.
For the context we select Global.
For functions that act upon a specific record, for example an action item,
you would select Record.
In the required Link Label field, we enter any value.
For the link URL, we enter the relative link to the item we want to open;
in this case, the Service Catalog item.
After we save the function,
we need to open the applet launcher page
to add an instance of the function to the quick actions list.
We create a new record.
For the Parent table field, we select the table to associate this record with,
which in our example is the Applet Launcher.
With a parent table selected,
now we can select the page on which the quick action will appear.
We select the function we just created,
and add the label that the user will see in the app.
For the Location, we select Quick Action, and save the record.
Here s our new function.
We update the record, and now we can test it in the app.
Back in the mobile app, here s our new quick action.
For more information, see our product documentation, knowledge base, or podcast.
Or ask a question in the ServiceNow Community.