Configuring Actions by Using an Action Button - Documentation for Bmc Helix Platform 20.08

To add an action button to a view definition

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application for which you want to add an action button.
3. On the Views tab, click the name of the view definition to which you want to add an action button.
4. From the Palette, drag the Action Button component to the canvas in the order that you want them to appear on the user interface.

5. In the Properties pane on the right side, click the Settings icon , and then specify the preferences for each button in the General tab.

   The following table provides information about the properties:

   Property	Description
   GENERAL
   Label	Defines a unique name of the action button.
   Style	Specifies the display format for the action button. The following styles are available: Primary: Displays the button with red background color. Secondary: Displays the button with a black border and no background color. Clear: Displays the button with no background color and no border. Link: Displays the button that appears as a hyperlink. You can also specify an icon to be used with the action button link.
   Size	Specifies the size of the action button. You can specify either small or large size for the action button.
   Icon	Defines the icon for the action button. For example, if you are creating a search button, you can select the Search icon.
   Icon Alignment	Specifies the alignment of the icon relative to the action button.
   Disabled	Disables the action button in specific conditions, such as, if you want to disable the button at all times or when a specific condition is met.
   Hidden	Hides the action button in specific conditions, such as, if you want to disable the button at all times or when a specific condition is met.
   ACTIONS
   Add/Remove Actions	Specifies the actions you want to add to the action button. Click Add/Remove actions. In the Add/Remove actions window, select the actions according to your requirements. For multiple actions, you can set the execution order of the actions by placing actions in a sequence. You can configure one or more of the following actions: Open an URL or start a process Open or close a view Associate, dissociate, delete records Edit multiple records Set properties for the action button Save, cancel, or refresh the task Launch Process Designer The following image shows the Add/Remove Actions window:
   SECURITY
   Record Definition Name	The action button is hidden if you have no access to the selected record definition.
   Field Name	The action button is hidden if you have no access to the selected field, or the action button is disabled if you have View permission for the selected field.
   Record Instance	Define the expression to select the record instance where the action button is hidden if you have no access to the selected field instance. Click Click to build an expression to create the expression.

6. Click Save.

To add a button bar to a view definition

Button bar is a view component that can be used to align the action buttons in a series in a view definition.The following image shows a sample view definition that contains a button bar:

To add a button bar to a view definition, perform the following steps:

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab. 
2. Select the application for which you want to add a button bar.
3. On the Views tab, click the name of the view definition in which you want to add a button bar.
4. From the Palette, drag and drop the Button Bar component to the canvas.
5. From the Palette, drag and drop the Action Button components to the Button Bar and specify the required properties for the Action Buttons. For more information, see To add an action button to a view definition.

6. Click the Settings icon  in the Properties pane, and specify the following properties: 
   

   Property	Description
   Alignment	Specifies the position of action buttons in the Button Bar.
   Hidden	Hides the Button Bar in specific conditions, such as, if you want to disable the button at all times or when a specific condition is met.

7. Save the view definition.