Design a Custom Action

You can design a custom action that uses your custom pages. The custom action can then be added to the Actions menu or to a submenu that you have added.

To Design a Custom Action

1. Select Setup > System > Customize Menu. The Customize Menu page opens.
2. From the Product drop-down list, select a product.
3. From the Activity drop-down list, select Action.
4. From the Action drop-down list, select All. The actions appear in the Actions list on the right.
5. Click Add. The Customize Actions dialog box opens.
   1. In the Action field, enter the name of the new action.
   2. In the Action Type field, select an action type from the drop-down list.
      • If you are adding an action to Sage HRMS or Time Off, you can select only Employee type.
      • If you are adding an action to Sage HRMS Train, you can select either Employee or Class type.
6. Enter a message in the Status Bar Message field. This message displays in the Status Bar at the bottom of the Sage HRMS page whenever you move the mouse pointer over the action in the Actions menu. If you enter nothing, the status bar message will default to the name of the action.
7. Click OK to save your changes and close the dialog box.
8. Select the new action from the Actions drop-down list. All the steps in the action are displayed in the Steps list on the right.

   Note: Sage HRMS automatically adds the Find Employee step to all employee actions and the Select a Class step to all class actions.

9. To add a step, click Add. The Customize Steps dialog box opens.
1. Select the step you want to add from the Step drop-down list. This list contains all the standard pages for the selected action type, as well as the custom pages for the selected product.
2. If you want the step to be required, select the Required Step check box. If a step is required, the step is automatically selected on the steps page when a user initiates the action.
3. Click OK to save your changes and close the dialog box.
10. Add additional steps to the action as needed. A single action can contain a maximum of 18 steps.
11. If you want to rearrange the order of the steps, click the button next to a step and drag it to the new location.

    Note: The Find Employee (or Select Class) step must always be the first step and cannot be moved.

12. When done adding steps, click OK.
13. Select Yes to rebuild your system files. When the process is complete, you are returned to the Logon page. Log back on to view your customizations.

Click here for an example.

Published: May 17, 2017
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