Configure action functions in a record section
Add action functions, like buttons to the footer area of record sections to enable users to trigger functions within a record section and quickly perform repetitive processes. This capability can be added to launcher screens and section screens within a record section.
Before you begin
To configure record section functions within a sections screen, at least one pre-configured record section must be created. For more information, see Configure a record UI section.
Role required: admin
| Vertical buttons within a launcher screen of a record section | Vertical button within a section screen view of a record section |
|---|---|
Image omitted: record-section-two-buttons.png Record section with two buttons. | Image omitted: record-section-one-button.png Record section with one button. |
Procedure
Navigate to All.
In the filter navigator, enter
sys_sg_section_card_instance.listto open a list of section card instances.This table associates the card instance to the record section.
Select a displayed section card instance.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the section card instance. |
| Section | Record section associated with the card instance. |
| Card | Card instance that hosts the action functions.These cards can contain one or more elements. For example, buttons, text block, and icons. Supported action functions include navigation functions, URL links, phone calling ability, open email, open chat, and uploaded attachment. |
| Application | Pre-populated field that displays the application scope. |
| Location | The area of the card instance within the record section. |
| Hide if empty | Option to hide the footer area in the record section when there are no records to display. |
| Function displayed when 'Hide if empty' field is cleared | Function not displayed when 'Hide if empty' field is checked |
|---|---|
Image omitted: record-section-unhide.png Hide if empty field is unchecked so action function displays. | Image omitted: record-section-hide.png Hide if empty field is checked so action function does not display. |
- Select Submit.