---
title: "Custom Action"
slug: "custom-action"
updated: 2026-01-09T06:30:34Z
published: 2026-01-09T06:30:34Z
canonical: "help.symphonysummitai.com/custom-action"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Action

Deallocation of assets is a process of deallocating allocated assets from end users. This can be tedious if huge numbers of assets must be deallocated. Bulk deallocation process allows the Store Manager or Analyst to deallocate assets in bulk.

**Purpose**

- Reduced time consumption
- Increased efficiency
- Initiate multiple asset deallocations in a go

### Configuration

To select the Bulk deallocate option in the Custom Action page, perform the following steps:

#### Condition 1: Without Return Type

1. Navigate to **Asset > User > Manage Assets > Import > Custom Action.**
2. Before starting the configuration, asset records must be uploaded to the application. Click **Download Template** from the **ACTIONS** panel on right, to download the excel template file. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(55).png) Figure: Custom Action – Download Template
3. In the downloaded excel template, enter the records as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/bulk delocation.png) Figure: Downloaded excel template
4. In the **CUSTOM ACTION** page, under the **Upload Excel** step, select the desired **Tenant/Department**, **Action Type**, **Asset Type**, and upload the updated **Source** file.
5. In the **MAPPING** step, perform the mapping for respective fields as shown below. Click **NEXT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/custom action1.png) Figure: MAPPING Tab – Map Columns
6. Check the **PREVIEW** to upload asset. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/preview(3).png) Figure: PREVIEW Tab – Upload Asset

#### Condition 2: With Return Type

**Prerequisites:**

- The Asset Return Type must be configured for the particular Tenant on the **Asset Return Type** configuration page. (**Asset > Configuration > Asset Masters > Asset Return Type**) To know more about Asset Return Type configuration, refer to [Asset Return Type](/apex/docs/asset-return-type) page.
- For **Return Type - with approval**, the following job should be enabled in the below path: Navigate to **Admin > Basic > Infrastructure > Custom Scheduler.**

1. Navigate to **Asset > User > Manage Assets > Import > Custom Action**.
2. Before starting the configuration, asset records must be uploaded to the application. Click **Download Template** from the **ACTIONS** panel on right, to download the excel template file. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/1(55).png) Figure: Custom Action - Download Template

> [!NOTE]
> Note
> 
> When any **Return Type** is selected (with approval or without approval) the Software Deallocation and Return Accessories checkboxes will be disabled and cannot be selected.

1. In the downloaded excel template, enter the records as shown below. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/bulk delocation.png) Figure: Downloaded excel template
2. In the **CUSTOM ACTION** page, under the **Upload Excel** step, select the desired **Tenant/Department**, **Action Type**, **Asset Type**, **Return Type** and upload the updated **Source** file.
3. Select **Software Deallocation** checkbox as per requirement.
4. Click **SUBMIT**.
5. Select **Bulk Deallocation** sheet to continue MAPPING step. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/Custom Action.png)
6. Figure: GENERAL Tab – Upload Excel
7. In the **MAPPING** step, perform the mapping for respective fields as shown below. Click **NEXT**.
8. Check the **PREVIEW** to upload asset.