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.
In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
Enter the design mode by clicking Design in the upper-right corner.
In the case summary pane, hover over the case action header, and then click the Edit this section icon that appears.
In the properties pane on the right, in the Additional actions section, click the Add icon.
In the Add to view icon.menu, click the
In the case action header, hover over the new button, and then click the Edit this field icon that appears.
On the General tab, in the Text field, enter a name to describe the action for the button.
On the Actions tab, add a required action to the new button.
For more information about adding actions, see Creating an action set.
- 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 action buttons to a case header
Create shortcuts to frequently performed actions in a case, by adding more action buttons to a case header.