Custom Form Actions

Custom actions are displayed as buttons the user can click when displaying data records.

About Actions

An Action can execute any of the following:

• 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 on a single record, on multiple records (via More Actions), or both.

Single Record Actions

For a single-record action, the user visits the record and then invokes one of the action button(s) in the heading bar. (The buttons they see depend on the actions that have been implemented and the user's permissions.)

File:RecordActions-Single.png

Multiple Record Actions

For multiple-record actions, the user selects records in a View, and then uses the More Actions dropdown to invoke the desired action.

File:RecordActions-Multiple.png

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

1. Provide basic information:

   Name

   Unique name for the action

   Use alphanumeric characters and underscores

   Title

   Field display label

   Type

   Select the type of action:

   • Invoke Page
   • Execute JavaScript (single-record action only)

2. If Invoke Page was selected, select it from the list
3. Select the invocation point:
   • Single Record: The action works on a single record
   • Group Action: The action works on a group of records selected in a View
   • Both: The action works on both single records and groups of records

   Note: The Group Action and Both options are not present if the action type is Execute JavaScript.

4. Optionally, unclick the Enabled checkbox to disable the action
5. Optionally, click the Requires Record Selection during Group Operation checkbox (this option appears only when Group Action is selected as the invocation point)
6. If Execute JavaScript was selected, enter the JavaScript

   Tip: Use the Template Variable Tool to get available Template Variables

Packaging Options Section

Choose whether or not allow an installer to disable the action.

Available Roles section

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

Considerations

• If Template Variables are used in the 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

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

Using Template Variables

Template Variables for Actions and Components