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 notificatons

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 : If the display type is selected as "show action in view header" the custom action will be displayed in the view header in live mode. To execute the custom action on specific records, you have to select the records and then click on the action listed under "Custom Actions".

If the display type is selected as "show action for each record" the custom action will be displayed as a clickable button for each record. Click on the button to execute the action for that 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".

  1. 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.