Configuring a Custom Action
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:
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:
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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.
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Go to the Actions subtab.
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Go to the Custom Actions subtab.
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In the Label column, enter a label for your button or menu item.
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In the Function column, enter the name of the appropriate entry point function from your client script.
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In the Display as column, select Button or Menu as appropriate.
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Click Save.
For more information about custom actions and standard actions, see Configuring Buttons and Actions.