Define Custom and Special Actions

Configure custom actions to streamline visit management. Set up an unlock action for the web so specific profiles can unlock submitted visits. Create GoTo custom actions for the mobile app that jump directly to specific sections on the Visit Engagement page.

1. Define an unlock action for the Web app.
   1. From the App Launcher, find and select Admin Console, and then select Visit Administration | Visit Settings.
   2. Enable Unlock submitted visit for the relevant profile.
2. Define GoTo Custom Actions that jump to specific sidebar sections of the Visit Engagement page on the Mobile app.
   1. From the Admin Console, select Custom Action Administration | Custom Actions.
   2. Click New.