Custom Action Links allow you to add custom buttons and links directly into your self-service portal flows. This enables customers to access external resources, view specialized guides, or trigger external actions during their submission process.
Overview
By configuring custom action links, you can direct users to relevant external documentation, video tutorials, or third-party forms without breaking the submission flow.
Key Features
Flexible Placement: Place action links on specific flow steps or outcome pages.
External Resource Access: Direct customers to user manuals, warranty information, or tracking portals.
Custom Styling: Match button colors and text labels to your brand guidelines.
How to Configure Custom Action Links
Go to Settings → Self-Service Portals in your Claimlane workspace.
Select the portal and flow step where you want to add the action link.
Click Add Action Link and enter the display title and target URL.
Save and test the portal flow to verify link placement and functionality.