Item Grouping [1]insert2024/04/2203:14:29-04:00In the More Menuon the Form Toolbar[2]on the Form Toolbar2024/04/2203:14:45-04:00
Commands can be grouped in the More menu into categories. When you create your own actions, use [5]standard Acumatica categories2024/04/2203:41:51-04:00one of the categories defined for the form.
You can also create a new category if the action does not fall into one of the listed categories. For details, see for Workflow API and other code customizations and Action Configuration: To Add a Category to the More Menu for Workflow UI.
Action Connotations
Another way to categorize commands in the More menu and buttons on a form toolbar is to specify connotations for them. For details, see Action Customization: Connotation for an Action for Workflow API and other code customizations and [7]confirm with Tatiana2024/04/2203:42:02-04:00Action Configuration: To Create Workflow Actions and Add Them to the Workflow States for Workflow UI.
Displaying Buttons on the Form Toolbar
You can display a button on a form toolbar which duplicates a command in the More menu. The button will have the same connotation, as the command in the More menu. For details. see Action Customization: Visibility of an Action for Workflow API and other code customizations and [8]confirm with Tatiana2024/04/2203:29:51-04:00Action Configuration: To Create Workflow Actions and Add Them to the Workflow States for Workflow UI.
For forms that use a workflow, display only two to three buttons on the form toolbar for each state.
For forms that do not use a workflow, display only two to three buttons on the form toolbar.
