Custom Action Button

RE: Custom Action Button

Mary Clouse — Tue, 12 Nov 2024 16:53:53 GMT

Thank you Chris and Sheldon. I've tried the recommendations and it still show as part of the dropdown.

This solution works for us. I'll be able to remove some of the other actions for this module action button to make the list shorter for the end user.

RE: Custom Action Button

Chris Raffle — Tue, 12 Nov 2024 12:30:46 GMT

Hi Sheldon Pereira ,

I wish I could say I have found a rhyme or reason; I have not set aside the time necessary to debug the behavior further. I have had scenarios where I have two action buttons appearing side by side, but then after certain events occur on the record, the buttons merge into a single dropdown. In other scenarios, I have had a single action button field configured to show multiple, distinct buttons in the record header, and they are automatically collapsed to a dropdown regardless of how many are supposed to show. I adapted my designs to use a single button dropdown, so I could ensure I had a predictable user experience.

I see your screenshot is from 14.2; all of my configuration was on 14.1 and earlier. Maybe there were some updates in the 14.2 UI refresh that make action button layouts better respect their configuration.

Chris

RE: Custom Action Button

Sheldon Pereira — Mon, 11 Nov 2024 23:13:40 GMT

Hi Chris,

Would that apply only under certain conditions? I was able to add a second (same action button field—2 actions).

I wonder if the 'Order' setting has something to do with this.

Kind Regards,
Sheldon Pereira
CRM Strategy

RE: Custom Action Button

Chris Raffle — Fri, 08 Nov 2024 09:29:35 GMT

Hi Mary Clouse ,

I haven't seen a scenario where there are more than 2 action buttons displayed in addition to the record view action menu. The UI automatically condensed them into a dropdown list in those scenarios. Since the Sugar Market button is on the layout, I think that is why you are seeing your action buttons in the dropdown list despite your configuration.

Chris

RE: Custom Action Button

Sheldon Pereira — Fri, 08 Nov 2024 06:23:06 GMT

HI Mary,

I've been playing around with the display settings and it seems to work fine for me as a separate button. May be if you replicated the checkboxes from this screenshot and tried again.

Setting the Assigned to as the individual clicking the button

Select the 'Assigned User' field from the Copy field value (s) from parent - and use the option 'Modified by User'.

RE: Custom Action Button

Mary Clouse — Wed, 06 Nov 2024 20:46:42 GMT

Chris I changed the start date to use the now() function and got it to work. Thank you for your reply.

RE: Custom Action Button

Mary Clouse — Wed, 06 Nov 2024 20:46:05 GMT

Thank you, the now function worked on my start field.

It still isn't showing up as a separate button, any other thoughts?

It shows up in the button for Log Activity.

Another question, I thought the assigned to would automatically default to the individual creating the action; however, it didn't. Do you have recommendation for assigned user to be completed?

RE: Custom Action Button

Sheldon Pereira — Wed, 06 Nov 2024 00:32:43 GMT

Hi Mary,

I hope you're doing well.

You could use 'now()' for the date_start field to add a timestamp.

Alternatively, 'addDays(now(),3)' - For a future date.

Q2: Could you check the button display settings? It might be set to 'Dropdown' instead of 'Button'.

Kind regards,
Sheldon Pereira
CRM Strategy

RE: Custom Action Button

Chris Raffle — Wed, 06 Nov 2024 00:18:08 GMT

HI Mary Clouse ,

Can you provide a screenshot of how you are setting the date_start value in your action button configuration? If you are using a formula to calculate the value, please provide the full formula if it is not visible from the screenshot.

Chris