Custom Actions also known as invocable methods provide a friendly way of calling the functionality of an API via a user interface.
Each FinancialForce custom action resides within an Apex class. It is the Apex class which calls an API method. You can use these actions in Process Builder to call an API method to execute Apex code. Process Builder allows you to create such functionality as advanced workflow rules.
These Apex classes can be used in Process Builder.
| Apex Class | Purpose | API Method |
|---|---|---|
| ActionCPFTAccounts | Creates new projects, based upon supplied template projects, attached to given accounts. | CreateProjectFromTemplateService.createProjectsFromTemplatesAndAccounts |
| ActionCPFTOpportunities | Creates new projects, based upon supplied template projects, attached to given opportunities. | CreateProjectFromTemplateService.createProjectsFromTemplatesAndOpportunities |
The process is run as the user who triggered it when using Custom Actions with Process Builder. Therefore, if ActionCPFTOpportunities is fired at the end of a Process Builder flow, for example, triggered when an Opportunity’s Stage is changed to ‘Closed - Won’, the user performing the action needs a PSA license and the appropriate PSA Permission Controls. For instance, the Staffing permission control is required when the template project contains Resource Requests. This enables this user to create the Project and appropriate child objects upon it.
See the PSA API Developer's Reference for further information about our Apex classes. For more information, see FinancialForce PSA Documentation in Community. For more information about using custom actions, see the documentation for the Salesforce Process Builder.
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