• Team-based / Role-based permissions on Action Buttons?

    Hello, Is there a way to set team-based or role-based authorisations on the action buttons? I have built a button that should only be made available in the subpanel as a dropdown and the action behind it should perform a field value change. Everything…
  • How to extend the Action Button to add custom action ?

    Hello, We are wondering if someone knows of to extend the core action button to define a custom action ; for instance, how to call a custom code, eventually with some parameters. Many thanks for your help, Fred
  • How to add a custom button on a focus drawer dashboard ?

    Hi, I wonder if one of you knows how to add a custom button on a focus drawer (the best match will be to add it for the record dashlet but another solution will be to add it the way Action Button are added, in the header) ? Many thanks for your…
  • ACTION BUTTON - Possible to Insert Current User in an Action with formula build?

    SELL 13.1 Creating an Action Button in Leads that will update 3 fields in a record. (The first 2 fields are working fine.) The field we are having trouble setting up an Action is called "Re-engaged by" which is an existing relate field and when populating…
  • actionButton - how to display the button in the list view / subpanel list ?

    Hello, actionButton is really a cool feature but few things are missing. My current expectation is the following one : you can display a button inline on the record view (meaning that, instead having it in the header you can put it on a specifiy…
  • Button Field - How to embed the "definition" in a vardef file instead of partial DB storage

    Hi Guys, I have a quick question : do you know how to store in a vardef file the FULL definition of a button field (instead of the current storage when created from the studio with partial storage in DB table) ? The purpose of this request is…
  • Actionbutton doesn't copy parent relationship?

    Hi, we have added an action button via Studio in the purchased line items module and configured it to copy the record. When the button is clicked, a copy of the record should be created automatically with all previous values AND the parent relationship…