Creating Custom buttons
You can create the custom buttons for these forms:
- Select the Configure Templates page. The Role-Based Template Configuration page is displayed.
- Expand the default (@DFLT) role the required symbol.
- Select the appropriate symbol.
- Expand the symbol to make the button visible only for a specific class.
- Click Edit.
- Click Create Custom Button. The Create Custom Button window is displayed.
-
Click Add Row to create a new
custom button.
Note: You can add this button as an icon or as a text.
- 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.
-
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.