How to add a Custom action in Custom form

Jira Code : CLTG-177

Description

In some cases, you 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 to the Actions label:

NOTE

You configure custom action elements by using logic contained in the client script attached to your form.

Custom actions can be configured for custom entry and custom transaction forms only. A custom action cannot be configured for a custom address form.

To configure a custom action on a custom form:

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 as column, select Button or Menu as appropriate.
7. Click Save.