Custom Form Actions

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GearIcon.png > Objects > {object} > Custom Form Actions

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

Contents

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

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.

Notepad.png

Note: To run the JavaScript in the LongJump UI and the legacy AgileApps UI, enter the script in the Legacy UI Script tab. To run the JavaScript in the New AgileApps UI, enter the script in the New UI Script tab.

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.

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