Add an Action List to a table column

  1. On the Extended Properties page of a Table, click Columns.
  2. Configure the properties of the column. See Add columns to a table.
  3. On the Data Type list, select String.
  4. On the Column Type list, select Action List.
  5. Click Configure.
    The Configure page appears.
  6. Enter a primary button name in the Text box.
  7. Select either option for Load Image from Store box:
    • Yes: Consume an existing image or enter the image name in the Image box.
      Note The image name must match the name in the database for the image to display at runtime.
    • No: Enter an image name or URL in the Image box. (Default: No)
      Note For on-premise TotalAgility, the image needs to reside in the following location: <Installation location>\Kofax\TotalAgility\Agility.Server.Web\Forms\Images.
  8. To display the image at runtime, click Yes for Show Image. (Default: No)
  9. To set the style, select either of the following for Default Style and Hover Style:
    • Theme: Keep the default theme.

      Themes are defined globally (outside of forms and sites) and are then associated with a site. Forms are rendered as part of a site. The theme associated with the site determines the style for the control.

    • Class: Enter the name of the CSS class. This class is applied to the control only when it is available in the style sheet that is associated with the theme. If the class does not exist in the style sheet, then the control uses the default style.

  10. In the Design group, configure the following:
    1. To display the image at runtime, click Yes for Show Image. (Default: No)
    2. To set the Default Style and Hover Style, click Theme to keep the default theme or click Class and enter the name of the CSS class.
  11. To configure each menu item within the Action List, do the following:
    1. Enter a name in the Text box.

      Note The minimum width of text on the menu is 120. If the text is larger than the minimum width, the menu increases to fit the text.
    2. Select either option for Load Image from Store box (Default: No):

      • Yes: Consume an existing image or enter the image name in the Image Path box.
        Note The image name must match the name in the database for the image to display at runtime.
      • No: Enter an image name or URL in the Image Path box.
        Note For on-premise TotalAgility, the image needs to reside in the following location: <Installation location>\Kofax\TotalAgility\Agility.Server.Web\Forms\Images.
    3. Click Yes for Causes Validation to check if the button validates the control when clicked. (Default: No)

    4. In the Confirmation Message box, consume a form variable or enter a message for the menu item to display at runtime, when clicked. Adding a confirmation message can prevent the user from accidentally performing an action that may result in data loss.

    5. To associate the actions with the menu item, consume the actions in the Actions box. Use the up and down arrows to set the order of actions as needed.

  12. Click Add.
    Note You can update and reset the menu items as needed.
  13. Click OK.
    The Custom Action Button is displayed on the table column.