Customize Form - Actions Table

The actions table in the Customize Form Doctype allows users to define custom actions or buttons for the selected Doctype. Each row in the actions table represents a specific action and includes fields that determine its behavior and functionality. Below is a breakdown of each field in the actions table and its usage:

1. label

• Description: The text displayed on the action button.
• Use: Describes the purpose of the action. For example, "Approve," "Reject," or "Send Email."

2. action_type

• Description: Specifies the type of action to be performed.
• Use:
  • Common options include:
    • Server Script: Executes a server-side script.
    • Client Script: Runs a client-side script.
    • Route: Redirects to another page or view.
    • Link: Opens a specific record or external link.
  • Example: Set action_type to "Server Script" to trigger backend logic when the button is clicked.

3. action

• Description: Defines the action to be performed, such as a JavaScript function or server method.
• Use:
  • If action_type is "Server Script," specify the method to call (e.g., frappe.call).
  • If action_type is "Route," specify the route to navigate to (e.g., /app/sales-invoice).
  • If action_type is "Client Script," include the JavaScript code to execute.
  • Example:

    function() {
      frappe.msgprint("Action performed!");
    }
    

4. group

• Description: Categorizes the action under a specific group.
• Use: Organize actions into logical groups in the UI. For example:
  • Group related actions such as "Send Email" and "Print Invoice" under "Communication."

5. hidden

• Description: Indicates whether the action should be hidden from the user interface.
• Use: Hide actions that are only intended for specific users or scenarios, or when actions are temporarily disabled.

6. idx

• Description: Sequence number of the action in the list.
• Use: Determines the display order of actions in the UI.

Examples of Usage:

1. Approve Button:

   • label: Approve
   • action_type: Server Script
   • action: custom_app.approve_document
   • Use: Adds an "Approve" button that calls a server-side function to approve the document.

2. Redirect to Another Doctype:

   • label: View Related Invoices
   • action_type: Route
   • action: /app/sales-invoice
   • Use: Adds a button that redirects users to the Sales Invoice list view.

3. Trigger Client-Side Logic:

   • label: Show Alert
   • action_type: Client Script
   • action:

     function() {
       frappe.msgprint("This is a custom alert.");
     }
     

   • Use: Adds a button that displays a custom alert when clicked.

4. Hidden Action for Admin Use:

   • label: Reset Settings
   • action_type: Server Script
   • action: custom_app.reset_settings
   • hidden: Checked
   • Use: Provides a backend utility accessible only to administrators.

5. Grouped Actions:

   • label: Email Customer
   • action_type: Server Script
   • action: custom_app.send_email
   • group: Communication
   • Use: Organize all communication-related actions under a single group.

By using the actions table, you can add powerful custom buttons to a Doctype, enhancing its functionality and streamlining workflows. These actions can be tailored to meet specific business requirements and improve the user experience.