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Visibility and location of action menu items

K
Freshman II
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Hello,

There are two areas that I have questions about:

1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?

2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.
Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?

Thank you in advance.

Ken Severud

 

 

My code behind:

 

 

Best answer by Naveen Boga

Hi @kseverud34  You can do this in below two ways.

  1. You can add the below line at the code level for the action.

 public PXAction<SOOrder> TestButton;
        [PXUIField(DisplayName = "Test Button", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select, Enabled = true)]
        [PXButton(IsLockedOnToolbar = true)]
        public virtual IEnumerable testButton(PXAdapter adapter)
        {
        }

 

  1. We can also display the button the Toolbar from the workflow automation steps 

 

 

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    3 replies

    Naveen Boga
    Captain II
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    • Naveen Boga
    • Captain II
    • 3410 replies
    • Answer
    • July 8, 2022

    Hi @kseverud34  You can do this in below two ways.

    1. You can add the below line at the code level for the action.

     public PXAction<SOOrder> TestButton;
            [PXUIField(DisplayName = "Test Button", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select, Enabled = true)]
            [PXButton(IsLockedOnToolbar = true)]
            public virtual IEnumerable testButton(PXAdapter adapter)
            {
            }

     

    1. We can also display the button the Toolbar from the workflow automation steps 

     

     

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    K
    Chris Hackett
    2 people like this
    • K
      kseverud34
    • Chris Hackett
      Chris Hackett
    K
    Freshman II
    Forum|alt.badge.img
    • kseverud34
    • Author
    • Freshman II
    • 11 replies
    • July 12, 2022

    Thank you Naveen!

    -Ken Severud

    Naveen Boga
    Chris Hackett
    2 people like this
    • Naveen Boga
      Naveen Boga
    • Chris Hackett
      Chris Hackett
    Joe Schmucker
    Captain II
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    I have this EXACT question.  The solution by Naveen worked to get rid of the button from the main toolbar.  I find that IsLockedOnToolbar = true seems counter intuitive.  Seems like it should be false.  If you set it to false, it doesn’t show up anywhere.  I never would have thought to set it to true.

    I added a tweak to the code to add my button to a custom category as follows:

    [PXButton(IsLockedOnToolbar = true, Category = "Attach Quote for ESign")]

     

    Joe Schmucker, CPA
    Naveen Boga
    Chris Hackett
    2 people like this
    • Naveen Boga
      Naveen Boga
    • Chris Hackett
      Chris Hackett

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