Add action bar item as button in Opportunity toolbar?

​@swartzfeger You can add the action button through low code. Please follow below screenshot for your reference.
 

Create a customization and include the existing Opportunities in it.

Next, navigate to Actions and click the "Add New" button to create a new action button.
 

Based on the requirements, select the appropriate action type and configure the action button accordingly.

 

Please let me know if this helps you.

The button appears but after clicking it, it simply returns a ‘The Operation Has Completed’ message and does not open the dialog.

When I created the action, the only way I could see the Additional Label Info action bar item as an option was to select Workflow as an action type.

ranjithduraisamy72 wrote:

​@swartzfeger You can add the action button through low code. Please follow below screenshot for your reference.
 

Create a customization and include the existing Opportunities in it.

 

Next, navigate to Actions and click the "Add New" button to create a new action button.
 

Based on the requirements, select the appropriate action type and configure the action button accordingly.

 

Please let me know if this helps you.

sorry, I just realized it also returns this message:

HI ​@swartzfeger 

this is more of a code, rather than low-code suggestion, but have you tried to modify this directly through the .aspx?

Aleks

I haven’t but I think I might have to go that route!

“We”, as in you have the source code? It’s possible the code to create that action is intentionally hiding the action from that toolbar. It may be possible to simply remove that specification and allow it to show.

I looked at the layout properties for both the ActionItem and the Dialog and didn’t see anything that would hide it (also, I’m very new to this so I could’ve missed something).

Is it possible to just do this with a customization and have a toolbar button that calls

 <px:PXToolBarButton Text="Additional Label Info">
    <AutoCallBack Target="ds" Command="AdditionalLabelInfo" /></px:PXToolBarButton>

I was talking about the C# code. Could you take a screenshot of the beginning of the action code? It might look something like this, except it would probably be called ‘AdditionalLabelInfo’

darylbowman wrote:

I was talking about the C# code. Could you take a screenshot of the beginning of the action code? It might look something like this, except it would probably be called ‘AdditionalLabelInfo’

 

Ahhh I understand now Daryl, sorry for being dense. No, I can only edit the aspx

I may just read up on how to create/add an Action (I’ve never done) and see if I can add it to the Toolbar and … ellipsis that way.

The other possible (more likely) option is that the “main” action was configured to be hidden the ASPX. See if you can find the action here and check if Visible is set to false.

Yeah… I was hoping the same but no luck.

That’s not the same place. The top one is the additional button element they added and not the original action. The original action will live under ‘Data Source > Other’

You are correct sir, apologies…

It was worth a shot 😃

You could try publishing another code customization in a graph extension of that screen with this code:

public PXAction<CROpportunity> ActionName;
[PXButton(CommitChanges = true)]
[PXUIField(DisplayName = "ActionName")]
public virtual void actionName()
{
    AdditionalLabelInfo.Press();
}

public PXAction<CROpportunity> ActionName;
[PXButton(CommitChanges = true)]
[PXUIField(DisplayName = "ActionName")]
public virtual void actionName()
{
    AdditionalLabelInfo.Press();
}

As ​@darylbowman said, but I believe you have to add the original extension before the AdditionalLabelInfo e.g. OpportunityMaintLabelsExt.AdditionalLabelInfo.Press();  you may be able to omit that step if you put it in the same file that the original customisation is in, or label your graph extension as a second level extension: public class OpportunityMaintYourExtensionName : PXGraphExtension<OriginalExtensionName, OpportunityMaint>.  ​@darylbowman please correct me if I am wrong!