Smart Actions

Smart Actions feature in CompuTec WebUp extends the concept of View Actions by making your logic reusable, flexible, and applicable across multiple areas of the SAP Business One Web Client.

While View Actions are tied to document-level triggers (such as On Add or On Update), Smart Actions solve a key limitation of traditional View Action allowing you to attach logic directly to UI elements like buttons, fields, or controls.

Here are main differences between Smart and View Actions:

• View Actions:

  • Run only on document events (such as On Add or On Update).
  • Best for document validation and background automation.

• Smart Actions:

  • Work on user interactions inside the UI.
  • Best for interactive user experience and dynamic logic.

Key functions of Smart Actions

With Smart Actions in Computec WebUp, you define an action once and reuse it in multiple places.

Smart Actions can be used in many scenarios. For example, they allow you to:

• Trigger logic when a user edits a field
• Run actions when a button is pressed
• Display confirmations or validations at the exact moment of interaction
• Improve user experience without modifying SAP core functionality

This results in faster processes, fewer user errors, and better control over how users interact with business data.

Example

You can create a Smart Action that shows a confirmation message: Do you want to save changes for document number 234?

Instead of hardcoding 234, you define a Parameter (e.g., DocNum). This parameter can dynamically pull the current document number from SAP Business One.

Add and activate Smart Action

To add and activate a new Smart Action, follow these steps:

Step 1: Create a new Smart Action

To create a Smart Action, follow these steps:

1. Open Computec WebUp Manager.

2. Navigate to Smart Actions tab.

   

3. Click Edit to enable the edit mode.

   

4. Click Add Smart Action.

   

5. Define the Action scope. You can choose from:

   • Global : Available across all views and all document types, for example, a reusable validation used in Sales Orders, Purchase Orders, and Business Partners.
   • Object: Available for all CompuTec WebUp views (e.g., Sales Order), across all its view versions.
   • Local: Available only in the current view version. Use Local for temporary or highly customized behavior.

   

6. Enter the action Name. Optionally, you can also change the action Code.

   

7. (Optional) Add a Description of the action.

   

8. In Action Parameters, use the plus (+) icon to add new parameters.

   

   info

   In this step, enter only the Parameter Names. You will assign their values later when attaching a Smart Action to an Event for the selected control.

   

9. Enter your Script.

   

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   You can right-click inside the script editor to insert ready-made snippets such as show confirmation, create activity, or get table row by key.

   

10. Add parameters to your script using the following syntax: ${action.Parameters.parameter_name}. Replace parameter_name with the name of your parameter. In our example, we use DocNum as the Parameter Name.

    

11. Click Add Smart Action.

    

12. Done! Now you can see your Smart Action on the list.

    

Step 2: Assign the Smart Action to a Control

To assign the Smart Action to a control, follow these steps:

1. Open your screen in SAP Business One Web Client. In our example, we want our Smart Action to trigger a confirmation window after making changes in Contact Person field of the Sales Orders, so we open Sales Order 4 in SAP Business One Web Client.

2. In the Computec WebUp Manager side panel, click Select Control.

   

3. In SAP Business One Web Client, click a field, button, or UI element to select it.

   

4. In CompuTec WebUp Manager side panel on the right, go to Control Details > More Options > Events.

   

5. Click on Select Smart Action field to open the list of available Smart Actions.

   

6. Choose your Smart Action from the list.

   

7. In Triggers, choose when your action should run: No Trigger, After, or Before the event occurs.

   

8. Select the Source for your Smart Action:

   • Static: A fixed value you enter manually
   • Data Model: A dynamic value from SAP Business One (e.g., DocNum, CardCode)

   

9. Click the collection icon to see the list of available values.

   

10. Choose your value from the list and click Confirm.

    

11. Click Save & Preview.

    

12. In preview mode, test your action.

    

13. If you like the results, click Activate.

    

14. Done! You’ve added and activated your Smart Action.

Use cases

• Prevent accidental data changes:
  Sales teams may unintentionally update pricing fields. You can trigger a confirmation popup when a user changes a price field (for example: Are you sure you want to change the price?).

• Improve data quality:
  Users may forget to complete required fields such as Project or Cost Center. You can attach a Smart Action to the field’s On Change event to validate input immediately and display a warning if the field is empty.

• Trigger actions from buttons:
  Companies may need a quick way to log activities directly from a document. You can create a custom button and attach a Smart Action to trigger an action on button press (for example, create an activity via Service Layer).

• Show context-aware confirmations:
  Users may need additional clarity before saving important documents. You can use parameters to display dynamic confirmation messages (for example: Do you want to save changes for document 10567?).

Best practices

• Use Global scope for reusable business logic
• Keep scripts modular and simple
• Use Parameters instead of hardcoding values
• Always test using Preview before activation

Smart Actions in Computec WebUp give you precise control over user interactions, helping you build more intuitive, reliable, and efficient processes in SAP Business One Web Client.