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:
Form | On which screen will the button be visible. |
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Panel | On 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. |
Roles | Required roles to make the button visible. |
Rule | Required rule to make the button visible, e.g. a condition or a field value in the active record. |
ValueType | Possible values are SavedValue and ActualValue . |
ActionType | Select the type of the UI action. Possible values: - - - - - - - |
RefreshAfterReturn | Not applicable for Sequential Workflow Action. Possible values: - - - - |
RefreshAfterWorkflow | Applicable only for Sequential Workflow Action and Menu Action. Possible values: - - - |
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: - - - |
Placement | Select if the button will be displayed in the Toolbar for the whole page or in the PanelHeader of the screen section. |
ConfirmationMessage | Select a string that will be displayed before executing the action. |
ConfirmationRule | Select a rule that will be checked before executing the action. |