Moving Custom Button to the Action Menu

Hi @Sadaf10 

We can relocate the button using the workflow. Open the screen in the customization projects, select the action, and modify the category.

@Sadaf10 

 If you do not want to show the buttons on the Toolbar, you can uncheck the “Duplicate on Toolbar” checkbox in the Workflow steps in the Customization project. 

Please find the screenshot for reference.

Hello @Sadaf10 

o move a button to the Action Menu > Record Creation in Acumatica, you need to override the Initialize() method of the graph and use the AddMenuAction() method to add your button to the menu.

Here's an example of how you can do this. Note that the code below assumes that you have a button action called ConvertToSO.

public class OpportunityMaint_Extension : PXGraphExtension<OpportunityMaint>
{
    public PXAction<CROpportunity> ConvertToSO;

    [PXButton(CommitChanges = true)]
    [PXUIField(DisplayName = "Convert to SO", MapEnableRights = PXCacheRights.Select)]
    protected virtual IEnumerable convertToSO(PXAdapter adapter)
    {
        // Your button logic goes here
        // This is where you would put the code to convert the opportunity to a sales order

        return adapter.Get();
    }

    public override void Initialize()
    {
        base.Initialize();
        Base.action.AddMenuAction(ConvertToSO);
    }
}

This code will create an action named 'Convert to SO' and put it under the Actions > Record Creation menu. The Initialize() method is called when the graph is created, and Base.action.AddMenuAction(ConvertToSO) will add the ConvertToSO action to the Actions menu.