Custom Actions
Custom Actions are actions performed on selected records in a view by
executing function calls. For example, you can define a function to send
email notifications and configure this function as a custom action for
a view. This action can be invoked for selected records of the view, in
access mode.
Add new function to send email notifications
1. Create the function by specifying the function name, namespace,
return type and arguments to be passed to this function. Click Done
to add the function to the Functions tree.
- The function named "EmailNotification" is defined to send
mails to the selected records in a view.
- This function does not return any value, and hence the return type is
"void".
- The "To address" must be passed as an argument to this function.
Hence, the argument named "toaddress" of type string is added.
2. Add the send mail Deluge statement to this function,
by specifying the "To address" as the "toaddress"
string argument defined in the function.
Configure the function as Custom Action in View
1. Select the view from the Views tab
2. Click on Actions -> Custom Actions and specify the
following values:
Action Name: The name specified will be listed under "Custom
Actions" in the view header or will be displayed as a clickable
button for each record, based on the display type selected.
Display Type: The Custom Action can be defined as
- show action in view header, in which case user would check the records for which the custom action must be executed and then request this Custom Action from the View Header
- show action for each record, in which case the custom action will be displayed as a clickable button for each record (in the right most column). Click on the button to execute the action for that specific record.
Function Configuration: Select the Application name and the
Function that needs to be executed. The arguments configured for the
selected function will be listed. Select the field whose value must
be passed to the arguments. For instance, in the screen-shot given below, the value of the Email_1
field is passed as value to the argument "toaddress".
3. Click Done to update the changes.
4. To send mail to selected records in a view, select the records
and select the function from the Custom Actions, as shown in the
screen-shot given below. The email will be sent to selected records in
the view.
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Note:
The Deluge openURL task is not supported if the custom action that invokes a function (with the openURL task) is placed in the view header. Refer openURL task - Limitation for more information.
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