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 in the view. The custom action can be displayed as:
- show action in view header, in which case user would check the records for which the custom action must be executed and then request this Custom Action from the View Header. In the screen-shot given below, you will find the Custom Action named "Add to expense" displayed in the view header .
- show action for each record, in which case the custom action will be displayed as a clickable button for each record (in the right most column). Click on the button to execute the action for that specific record. In the screen-shot given below, you will find the custom action named "Add to expense" displayed for each record.
To configure a custom action select the View tab and click on Custom Action from the left-side tree. The screen-shot given below displays the Custom Action configuration dialog. To learn more about the steps in configuring a function as custom action, refer the topic Custom Actions.