General Settings

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General Settings

Legacy

 General Settings is in the top part of the configuration screen.

 

Designer

 General Settings is accessed from the "Settings" link in the top ribbon.

 

 CA General Settings in Modern

 

 

General Settings

 

Here you will choose the display settings for your custom action including what to name it, what kind of button to use, and where and how the button gets displayed.

 

CA General Settings page

 

 

General Settings:

 

Title - Enter a unique title for this action

Tooltip Text - (Optional) Enter in a short description that shows when the user scrolls over the Action button

Icon - use the default icon shown or select an icon using Browse and Upload. NITRO can upload  .jpg and .png files as Custom Action icons and will generally shrink larger images if needed.

Form Sequence - sets the order of Custom Action buttons in the ribbon. The buttons will line up in ascending order from left to right depending on the Form Sequence number in each Custom Action.

ECB Sequence - this number acts in the same way as Form Sequence, but in the ECB (ECB = Edit Control Block, which shows up upon right-clicking the three dots next to a list item).

Delay Execution: it will delay action execution for specified seconds.

 

Show in - determines where the button will be shown

Click here to see how the Custom Actions display in each of the following areas:

NITRO Forms

Display Form Ribbon

Edit Control Block

Item Print Manager

List Ribbon (Items tab) -- note that this custom action can be enabled for multiple items. It will run on the items that are selected in the list view if the "Enable for multiple items" box is checked.

 

CA shoes in general settings

 

Confirmation Message: Enable this option if you want to take confirmation before action execution.

 

CA Confirmation message

 

Continue on Error: default value for this is 'No'. Enable this option if you want to continue the action execution if error occurs.

 

Auto Close: After action execution auto-close the progress dialog. Dialog is not auto-closed if there is an error in execution or is not executed due to conditions/permissions

 

Load Current User AD Groups: Enable this option if you want to load current user AD group name.

 

Post Action Processing: click Post Action Processing for details.