Welcome > Form Designer module > Form controls > Advanced controls > Custom Action Button control > Configure a Custom Action Button control on a form

Configure a Custom Action Button control on a form

See Custom Action Button control.

  1. On the Extended Properties page of the Custom Action Button control, click the Configuration tab.
  2. Enter a primary button name in the Text box.
  3. Select either option for Load Image from Store box (Default: No):
    • 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 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.
  4. To display the image at runtime, click Yes for Show Image. (Default: No)
  5. 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.

  6. To configure each menu item within the Custom Action Button control, do the following:
    1. Enter a name in the Text box.
    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.
  7. Click Add Add.
    Note You can update and reset the menu items as needed.
  8. Click OK.
    At runtime, the Custom Action Button control is displayed with the drop-down menu which includes actions that are configured.