Adding action buttons to a case header
Create shortcuts to frequently performed actions in a case, by adding more action buttons to a case header.
To be consistent with the design, present the action buttons added to the case header as icons.In App Studio, open a case in which you want to add more action buttons.
Enter the design mode by clicking Design in the upper-right corner.
Hover over the case header, and then click the Edit this section icon.
In the properties pane on the right, in the Additional actions section, click the Add icon.
In the menu, click the Add to view icon.
In the case header, hover over the new button, and then click the Edit this field icon.
On the General tab, in the Text field, delete the text.
From the Image source drop-down list, select Icon Class.
Select an icon for your new button by clicking the Search icon next to the Class field.
On the Presentation tab, from the Control format drop-down list, select Other.
In the Other control format field, enter, and then select Icon.
On the Actions tab, add a required action to the new button.
For more information about adding actions, see Creating an action set.
Click Apply.
- Control form - Actions tab
Action sets determine the behavior of a control.
- Available actions and conditions
Choose an action from the list, see which options are available for the action and when you can use it. Learn which conditions you can apply.
- Customizing the case icon
Customize the icon for each case type in your application to help users identify cases more quickly.
- Customizing the case details section
Improve the usefulness of the case summary pane by adjusting the number of case details to include only necessary fields.
- Adding buttons to the case action header
Enhance the case management experience by adding more action buttons to a case action header, to help users perform frequent actions without having to go through a number of menus.
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