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.

시작하기 전에

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

프로시저

1. Navigate to All.
2. In the filter navigator, enter  sys_sg_section_card_instance.list to open a list of section card instances.
   This table associates the card instance to the record section.
3. Select a displayed section card instance.
4. On the form, fill in the fields.

   표 1. Section card instance form

   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

5. Select Submit.