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Add new action to the MORE menu in shipping


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Hello,

I want to add 2 new actions to the more menu on the shipping screen.

My intention is to have these print Label “a” or Label “b” which i will write with the report developer.

My issue right now is simply adding these 2 new actions to the more menu.

In the customization screen, there is an “ADD CONTROLS” tab.  However, I can’t get it to do anything.  I tried double clicking on “button”, dragging “button” to tree on the left of the screen shot, etc.

 

Is “button” the proper control to add here?  Is it just a drag and drop or am I over-simplifying this.

Any suggestions are appreciated

Best answer by Patrick Chen

You need to go to Actions under the page in the Screens section of the Customization and add an entry for your action.  

 

 

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4 replies

Patrick Chen
Jr Varsity III
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  • Jr Varsity III
  • 51 replies
  • Answer
  • March 15, 2023

You need to go to Actions under the page in the Screens section of the Customization and add an entry for your action.  

 

 


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  • Author
  • Captain II
  • 292 replies
  • March 16, 2023

Patrick thank you!

I can’t believe I missed that.

I was able to successfully get this action to work.  As a test, I printed the sales order from my new action.

However, I want to print a custom report from this action.  I put the action type as “Run Report”.

It is asking for a Destination Screen, not a report name.  It will not accept the report name of the rpx file as the “destination screen”.

I want the action to pass information from the shipping screen to my custom report and to print the custom report.

Can you offer any guidance?

Thank you again for taking the time to respond!

 


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  • Author
  • Captain II
  • 292 replies
  • March 16, 2023

I believe simply adding this to the site map will resolve this.

I will attempt this and report back.

If there are other suggestions I would appreciate the input.

Thanks!


 

Thanks for the post. It was helpful. First I wasn’t sure how to get to the Screen Editor and it took me some time to figure that out. Sharing the screen capture of steps for anyone new looking to add a report on the Action menu. Hope it will help. Also, I would ask for any feedback if I could have gone different route. 

Result after publishing

 


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