Configuring the Action menu

You can configure the actions that your end users can access when they click the Actions button.

The Configure Action Menu is where you configure the actions that an end user can perform with the record in the Record Details table:

To configure the Action menu:

  1. Access the Record Details edit view.
  2. Open the Configure Action Menu control. The menu shown above is displayed.
  3. To make the Action menu available to users, mark the Enable action menu checkbox.
  4. To change the name of the menu, enter a new name in the Action menu name field.
  5. To enable an action for users, move it from the Available actions panel to the Active actions panel:
    • Export allows the user to export the record details to Excel. The single record is exported in CSV format that displays the record as a single Excel row.
    • Print displays the record details in another browser window. The end user prints as usual via the File menu or keyboard shortcut.
    • Find Similar launches the Find Similar component for the record in question. Optionally, you can specify a different page as the target for Find Similar.
  6. Click Save Preferences to save your changes.