Custom Form Actions

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Custom actions are displayed in the list of Actions available in the sidebar, when the user is viewing a record.

About Actions

An Action can invoke either:

• 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

Note: In forms that have a Related Information section, it is also possible to add JavaScript actions to that section. Learn more: Manage Related Information

Working with Actions

Add an Action

To add an action:

1. Click the Add Action button
2. Fill in the Action settings
3. Click [Save]

Edit an Action

To edit an action:

1. Click the title of the action
2. Click the [Edit] button
3. Modify the Action settings.
4. Click [Save]

Delete an Action

To delete an action:

1. Click the title of the action
2. Click the [Delete] button

Action Settings

Action Information section

Name

Unique name for the action

Use alphanumeric characters and underscores

Title

Field display label

Type

Select the type of action:

• Invoke Page

• Select the page from the list

• Execute JavaScript (single-record action only)

Invocation Point:

• Single Record: The action works on a single record

Enabled - Uncheck this box to disable the action.

JavaScript

This section appears if Execute JavaScript was selected. Use it to enter the JavaScript.

Use the Template Variable Tool that appears under it to get available Template Variables

Available to Roles section

Select the user Roles which can execute the action. The action button appears only for users in those roles.