By default an Entity Form will allow for reading or updating of an existing record, or the insertion of a new record.  However, you can easily enable and configure additional actions for records in an Entity Form  as well (Delete, Activate, Deactivate, etc.). It is also possible to override default labels, sizes, and other attributes that will appear if there are actions enabled.

These settings are found in the Configuration section of the Entity Form form. By default, only Basic Settings are shown. You may click on Advanced Settings to show additional settings.

Attributes

Name Description
Basic Settings  
Item Actions

Allows you to add action buttons for actions that are applicable for an individual record and will appear for each row in the grid provided the appropriate privilege has been granted by Entity Permissions. The available actions are generally available:

Clicking on one of these options displays a configuration area for that action. See below for details about each action.

Furthermore, certain entities have special actions that are available to them on a per-entity basis:

  • Calculate Value of Opportunity (opportunity)
  • Cancel Case Action (incident)
  • Close (resolve) Case Action (incident)
  • Convert Quote to Order (quote)
  • Convert Order to Invoice (salesorder)
  • Generate Quote from Opportunity (opportunity)
  • Lose Opportunity Action (opportunity)
  • Win Opportunity Action (opportunity)
  • Reopen Case Action (incident)
  • Set Opportunity on Hold (opportunity)
Action Button Style

Allows you to choose how you would like the actions that are configured to be rendered on the form.

Two options:

  • Dropdown
  • Button Group
Action Button Placement

Allows you to choose where like the actions that are configured to be rendered on the form.

Two options:

  • Above Form
  • Below Form
Advanced Settings  
Action Menu Label Sets the label of the Action Menu
Action Navbar CSS Class Sets the CSS class of the Containing element of the action button group or dropdown.

General Action Settings

In general, Entity Actions that are configured will have a set of settings that can be configured. In all cases, this is to give you more options in terms of customization, and the fields are not required. Simply adding the action will allow the action to be taken on the portal, provided the appropriate privilege has been granted by Entity Permissions.

Furthermore, generally you can configure the corresponding dialog for each action, which will appear only if you select "Confirmation Required"

General Action Settings

Name Description
Basic Settings  
Confirmation Required? Determines whether a confirmation will prompt the user to confirm when the action is clicked.
Advanced Settings  
Confirmation Overrides the confirmation html message displayed when the user activates the Action.
Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.
Button CSS Class Adds a CSS class to the Button.  Designed to be used in conjunction with 
Redirect to Webpage Some actions (not all) allow a redirect upon the completion of the action. Highly Recommended for the delete action, optional in most other cases. This allows you to choose a webpage to redirect to upon action completion.
Redirect URL An alternative to the Redirect to Webpage option - allows to redirecting to a specific URL.

General Dialog (Advanced) Settings

Name Description
Title Overrides the html that appears in the title bar of the dialog.
Primary Button Text Overrides the html that appears in the Primary ("Delete") button on the dialog.
Close Button Text Overrides the html that appears in the Close ("Cancel") button on the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Delete Dialog. The Options are Default, Large, and Small. For the Delete dialog, the default size is Default.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.
Primary Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Primary ("Delete") button.
Close Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Close ("Cancel") button.

Submit Action

In Order to post changes from the form to the CRM, An Entity Form must include a Submit Action.  If no Submit Action is included, the form cannot be used to insert or edit records.

Delete Action

Enabling a Delete Action allows a user to permanently delete the record of the selected row from the Entity Form provided the 'Delete' privilege has been granted by Entity Permissions.

Delete Action Settings

Name Description
Basic Settings  
none  
Advanced Settings  
Confirmation Overrides the confirmation html message displayed when the user activates the Delete Action.
Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.
Redirect to Webpage Some actions (not all) allow a redirect upon the completion of the action. Highly Recommended for the delete action, optional in most other cases. This allows you to choose a webpage to redirect to upon action completion.
Redirect URL An alternative to the Redirect to Webpage option - allows to redirecting to a specific URL.

Delete Dialog (Advanced) Settings

Name Description
Title Overrides the html that appears in the title bar of the dialog.
Primary Button Text Overrides the html that appears in the Primary ("Delete") button on the dialog.
Close Button Text Overrides the html that appears in the Close ("Cancel") button on the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Delete Dialog. The Options are Default, Large, and Small. For the Delete dialog, the default size is Default.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.
Primary Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Primary ("Delete") button.
Close Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Close ("Cancel") button.

Workflow Action

Enabling a Workflow Action allows a user to run an On-Demand Workflow against the record of the selected row from the Entity ListYou may add any number of Workflow Actions to the Entity List.

Workflow Action Settings

Name Description
Basic Settings  
Workflow

Specifies the On-Demand Workflow that will run when the user activates this action.

NB: If the Entity List's entity type has no Workflows, the dropdown will appear empty. If no Workflow is supplied for the Workflow Action it will be ignored, and the button will not render in the Entity List.

Button Label

Sets the html label for this action displayed in the Entity List row. This setting is required.

Advanced Settings  
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.