Configuring a Custom Action in Forms

Scenario

In some cases, we might want to configure a custom action for a custom form. A custom action can be either a custom button or a custom menu item. A custom button appears at the top of the page. A custom menu item appears as an option when the user points.

 

Solution

1. Open the custom form, if not already open. To open a custom form, go to Customization > Forms > Transaction Forms. Locate the appropriate form and click the corresponding Edit link.
2. Go to the Actions subtab.
3. Go to the Custom Actions subtab.
4. In the Label column, enter a label for your button or menu item.
5. In the Function column, enter the name of the appropriate entry point function from your client script.
6. In the Display column, select Button or Menu as appropriate.
7. Click Save