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You can define a UI action for an entity that will happen when pressing a button. There are several types of actions:

In parameter mapping you can define which values will be used as parameters. For sequential workflow action you can also define a client script which will be executed when the result of the action is delivered.

 

ATTRIBUTES

There are several attributes that are applicable for all action types:

FormOn which screen will the button be visible.
PanelOn which screen section will the button be visible. You can select only a form, only a panel or both to better specify the placement of the button.
RolesRequired roles to make the button visible.
RuleRequired rule to make the button visible, e.g. a condition or a field value in the active record.
ValueTypePossible values are SavedValue and ActualValue.
ActionType

Select the type of the UI action. Possible values:

Report - used for Report Action

Change UI (obsolete)

OpenForm - used for Sequential Workflow Action that contain user interface tasks

Workflow - used for Sequential Workflow Action that doesn't contain user interface tasks

QueueAction

SelectionDialogAction - used for Menu Action

Dropdown - used for Dropdown Action

RefreshAfterReturn

Not applicable for Sequential Workflow Action. Possible values:

None - nothing is reloaded

ReloadActualRecord - reload the current master record of the screen (with all the details), intended to use only with lazily loaded screens

RefreshCompleteForm - reload all the data of the screen

MergeModalDialogChanges - applicable only if IsModalDialog = true, it merges the data from the last modal dialog screen back into the screen that the modal dialog was run from

RefreshAfterWorkflow

Applicable only for Sequential Workflow Action and Menu Action. Possible values:

RefreshChangedRecords - used for Menu Action, reload only changed records

ReloadActualRecord - reload the current master record of the screen (with all the details), intended to use only with lazily loaded screens

RefreshCompleteForm - reload all the data of the screen

 ButtonIcon You can select a saved image that will be displayed above the button caption.
 Mode

 Which records will be affected by the action. Possible values:

ActiveRecord - The action is related to the active record. If there is no record, the action is not available. Active record can be used as an input for the workflow.

MultipleCheckboxes - The action is related to the selected records. If there are no records selected, the action is not available. Selected records can be used as an input for the workflow (passed as "." in parameter mappings).

Always - The action is not related to the records. Data context can be used as an output for the workflow but not as an input.

PlacementSelect if the button will be displayed in the Toolbar for the whole page or in the PanelHeader of the screen section.
ConfirmationMessageSelect a string that will be displayed before executing the action.
ConfirmationRuleSelect a rule that will be checked before executing the action.

 

 

 

 

 

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