Form section custom actions

If the value of the Action Type property is Custom, the response to the action is to pop up a window and run synchronous workflows. This option is available only if the check box for the Popup property is selected.

The additional action properties when the value of Action Type is Custom:
URL
The content of the window that pops up comes from the URL specified as the value of this property.
Workflow

The workflow can navigate from the record being edited by this form to the newly created record by using the association specified by the Association property.

If this property does not have a value, then no workflow runs after the newly created record has been edited.

The drop-down list for this property contains the names of synchronous workflows associated with the business object associated with this form. The workflow you select from this list is the workflow that runs when this action is triggered.

The name of this property is a hyperlink. Clicking the name of this property opens the definition of the selected workflow.

Note the following behavior for section custom actions:

  • When you create a section custom action that performs associations, only the association workflow event for that section custom action will fire. No other association workflow event will fire unless they are specified in the Pre Form Workflow or Workflow properties for the section custom action. This behavior is true whether or not the check box for the Permanent Association property is selected for the section custom action.
  • The reason for this behavior is because the association is made during the creation of the child record (i.e., the form that opens when you click the section custom action). When the child record is created, it is not yet clear whether the user will discard or continue the process of filling in the popup form information. Therefore, the association must remain temporary until the user saves and closes, or activates the child record.
  • Also note that the check box for the Permanent Association property determines whether or not the specified association (not the section custom action association) will remain after the child record is closed. This property does not affect the execution of workflow events that are specified in the Pre Form Workflow or Workflow properties.
  • If you want to specify another association workflow event to fire, that is different from the section custom action workflow, you can specify that workflow for the section custom action. The Pre Form Workflow or Workflow properties specify which workflow events to fire. The Pre Form Workflow fires its workflow when the child record is created, while the Workflow fires its workflow after closing the child record. If specified, these workflows will fire regardless of whether the user discards, save and closes, or activates the child record.