Custom Form Actions

Designer > Data > Objects > {object} > Actions

Custom actions can be created and invoked when displaying data records.

About Actions

An Action can execute any of the following:

• A component which is an element written in HTML and JavaScript
• A page which is a standard JSP (JavaServer Page) page with custom user interface elements or an independent tab
• JavaScript that uses AJAX and REST to interact with the platform

The action can run against a single record, multiple records (via More Actions), or both single and multiple records.

Compare to Actions in Workflows and Manage Related Information

Single Record and Group Actions via the User Interface

Taking Action on a Single Record

For a single record, you visit the record and then invoke one of the action button(s) in the heading bar. (The buttons you see will depend on the kind of record you are viewing.)

File:RecordActions-Single.png

Taking Action on Multiple Records

For multiple records, you select the records in a View, and then invoke the desired action using the More Actions dropdown:

File:RecordActions-Multiple.png

Add an Action

Follow these steps to add an action:

1. Click Designer > Data > Objects > {object name} > Actions
2. Click the Add Action button
3. In the Action Information Section, complete the following information:

   Name

   Unique action name

   Use alphanumeric characters or underscore

   Title

   Field display label

   Type

   Select the type of action:

   • Invoke Component
   • Invoke Page
   • Execute JavaScript

4. If a page or component is selected, specify a name
5. Select the invocation point:
   • Single Record: The action runs against a single record
6. Optionally, click the [Enabled] checkbox to make the action immediately available
7. Optionally, click the Requires Record Selection during Group Operation checkbox (this option appears only when Group Action or Both are selected as the invocation point)
8. If Execute JavaScript is selected, enter the JavaScript

   Tip: Use the Template Variable Builder, which provides a list of available Template Variables

9. Select the user Roles which can execute the action
10. Click the Save button.

Considerations

• If Template Variables are used in the Component and JavaScript code:

• The Template Variable will not be replaced if the Action is invoked from a Group Action.
• The Template Variable will be replaced if the Action is invoked from a Single Record (i.e., the 360 degree view)

• Warning Messages:

• If the Action type is Invoke Component, this warning message is displayed when the invocation point is selected as Group Action or Both:

WARNING! Template variables used in component other than User category will not be replaced by its corresponding values if Invocation Point is Group Action/Both

• If the Action type is Execute JavaScript this warning message is displayed when the invocation point is selected as Group Action or Both:

WARNING! Template variables used in JavaScript other than User category will not be replaced by its corresponding values if Invocation Point is Group Action/Both

Requires Record Selection during Group Operation

The Requires Record Selection during Group Operation option defines the type of Group Action to create.

• If checked, the Group Action requires that a record is selected in order to execute the action
• If not checked, the Group Action can execute when no records are selected

Template Variables

Template Variables for Actions and Components

Edit an Action

Follow these steps to edit an action:

1. Click Designer > Data > Objects > {object name} > Actions
2. Click the title of the action
3. Click the Edit button
4. Edit the action.
5. Click the Save button

Delete an Action

Follow these steps to delete an action:

1. Click Designer > Data > Objects > {object name} > Actions
2. Click the title of the action
3. Click the Delete button

[[Category:Template:Features]]