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.
  • Automatically 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.
    Note: You can create custom buttons for a form using the Create Custom Button option on the Configure Templates form. If this option is in not avaiable in your version, you can use the create custom buttons on the Profile form. For more information, see Migration Considerations.
Related topics