Custom Actions

💡These articles explain Custom Actions and their message, SQL update and new record action items.

Articles#

• Actions - Create New Record: Shows how to add a Create a New Record item to a Custom Action, which opens a menu module and creates a customer, supplier, class, transaction or workflow record.
• Actions - Messages: Describes the Error, Warning, Confirmation and Information message types and shows how to add a message item with text that comes from SQL.
• Actions - SQL Update: Shows how to add an SQL Update item to a Custom Action, generate its SQL template and run a stored procedure that updates data.
• Custom Actions Reference: Describes the modules that can use Custom Actions, how users run them, the Actions Setup screen, the item types and the access settings.