Configuring custom buttons

After you configure actions and action sets, you can add custom buttons to the Optiva forms. Custom buttons can be configured to:

  • Start the workflow.
  • Close the Launch Workflow dialog.
  • Leave the Launch Workflow dialog open and allow for user input.

To assign an action to a custom button:

  1. Open the Script tab in the Action form.
  2. Create an action with START as the first event. For example:
    Function wf_start( ) As Long
    Dim lset As Long
    lset = AddSetCodes (“ITEM”,””,”INNOVATION”)
    End Function
  3. Define a custom button; use the appropriate profile attribute in the Profile form.