Creating Custom buttons

You can create the custom buttons for these forms:

  1. Select the Configure Templates page. The Role-Based Template Configuration page is displayed.
  2. Expand the default (@DFLT) role the required symbol.
  3. Select the appropriate symbol.
  4. Expand the symbol to make the button visible only for a specific class.
  5. Click Edit.
  6. Click Create Custom Button. The Create Custom Button window is displayed.
  7. Click Add Row to create a new custom button.
    Note: You can add this button as an icon or as a text.
  8. Specify this information:
    Caption
    The title of the text button or the tooltip of an icon.
    Note: 
    • You can add multiple languages by selecting the Language Translation icon.
    • The value in this field is displayed as a tooltip when an icon is selected.
    • The value in this field is displayed as a text button when an icon is not selected.
    Action Type
    Currently, Startworkflow is supported.
    Action Set Code
    The code of the Action Set.
    Icon
    The icon of the button that indicates the actions performed by system.
    Note: 
    • You can add the icon using the Systems Icons option in the row.
    • If the custom button has to be displayed as an icon, you must define a value in this field.
    Tooltip
    The tooltip of the text custom button.
    Note: 
    • You can add multiple languages by selecting the Language Translation icon.
    • If the tooltip must be displayed for a text button, you must specify a value in this field.
    Auto Run Index
    Select this check box to run the workflow automatically without showing the Launch Workflow form.
  9. Click Save.
    Note: 

    You can create custom buttons only for these forms: Analysis, Calendar, Company, Export, Field label, Formula, Item, Label, Label Claim, Label Claim Definition, Label Claim Rule, Label Content, Project, Query, Quick Search, Role, Sample, Specification, Test, and Test Order using this option.