Add Custom Action Fields to a Table Layout

If the service your workbook uses includes custom actions on individual items of a business object, you can add defined custom action payload fields to your Table layout or the table part of your Form-over-Table layout.

Let's take as an example a "reject" custom action that's exposed by an expense report business object to reject expenses.

This task assumes you have a Table layout for an expense report business object that includes a "reject" custom action. You can also add custom actions to the table of a Form-over-Table layout.

To add custom action table columns to a layout:

1. Select the layout, then click Designer from the Oracle Visual Builder tab to open the Layout Designer.
2. Click the Columns tab in the Layout Designer.
3. Click Manage Columns () to open the Table Column Manager.
4. From the Table Column Manager, click Custom Actions in the Available Fields pane.
5. In the Selected Fields pane, select the location where you want the payload field columns to be added. The columns will be inserted before the selected field.
6. In the Available Fields pane, select the payload fields you want to add.
   In this example, we'll select Reason and Notes to add these columns to the layout.
   
   

   
   Description of the illustration custom_action_columns_available_fields_selected.png

   
   
7. Click Done.

Once you add custom action fields to a layout in your integrated workbook, your business users can mark rows for the custom action by entering values in the payload field columns or by using the ribbon command. See Perform Custom Actions in Table and Form-over-Table Layouts in Managing Data Using Oracle Visual Builder Add-in for Excel.

When they click Upload Changes, Oracle Visual Builder Add-in for Excel sends their changes to the REST endpoint and invokes the custom action on the marked rows.