Follow the steps below to create Action.
- Click on Action Management link.
2. You will be directed to Action Homepage.
- Select the module, then click Create Action to navigate to Create Action screen.
- Enter Name of the action. If your app supports multiple languages, you will be able to change it to other languages by clicking on
icon. - Select the location where you want to display the button. There are two options you can choose from either Home or Details page.
- Home: the main page that displays the details of Module.
- Details: the page that displays the details of each record.
- Select Action Type (see the list of Action Types in the table below).
Action Type | Description |
Execute Script | When pressing the button, the designated script will be executed. (the text area for entering the Script will appear when you select this Action Type) |
Open Form | When pressing the button, Forms created in each Module will be opened. (the list of avaiable Forms will be displayed when you select this Action Type) |
Execute Workflow | When pressing the button, execute the designated Workflow. The available Workflow will be listed when you select this Action Type) |
Open URL | When pressing the button, navigate to the designated URL. (When select this Action Type, there will be the blank field where you can enter the URL and the target windows.) |
Edit Data | When pressing the button, direct to Edit Layout screen that has been designated in Default Layout or Screenflow. |
Note: For Home Location, there will be three Action Types available for choosing which is Execute Script, Execute Workflow and Open URL; for Details Location, all Action Types will be available for choosing.
7. Select the desired Module Relation where you want the button to be displayed above it.
Last modified on Apr 10, 2018