Folder Actions and Action Bar Components

Overview

A Folder Actions Bar contains buttons that perform primary or secondary actions or open a menu. When a user clicks a Folder Actions button, a pop-up associated with a specific task performed displays. 

To add a Folder Actions Bar and/or Folder Actions into a Page, an Actions Bar component to the workspace and configure the properties of the Actions Bar and its buttons in the Properties panel. Both Elements can be used to filter actions, but the method of configuration differs.

Folder Action Configuration

Upon adding the Folder Action component, the following configuration settings are available:

Setting Location	Setting Name				Function
Component Settings	Select Button Type				Allows selection of appearance of the Actions within the component
		Link			Changes appearance of actions to appear as hyperlinked text
		Button			Changes appearance of actions to appear as Buttons.
		Image Button			Changes appearance of actions to appear as Image Buttons. Users may select the Image from the Decisions Image Library.
		Action Button: Primary			Changes the appearance of actions to appear as capitalized text.
		Action Button: Secondary			Changes the appearance of action to appear as text.
Folder Action Settings	Search Action Text				Prompts for text to search for actions that will populate the component
	Search Type				Allow selection of search logic.
		Contains			When selected, searches for and obtains actions that contain the Search Action Text.
		Matches			When selected, searches for and obtains actions that matches all search criterion.
			Short Action Name		Prompts for short name of actions to search.
			Search For More		Toggles whether multiple SearchTexts may search for actions.
				SearchText	Prompts for search query text.
				DisplayName	Displays the found action(s) as this name when viewing the Page.
	Hide When No Actions				Hides the "No actions found" text when searches fail to find any fulfilling actions. Combined with space-claiming layout like Stacks, this may save space dynamically.

Action Bar Configuration

Action Bar also filter Actions and are more flexible with the number of Actions that they display. In contrast, Folder actions only displays the number of Actions that match their criteria. 

To configure an Action Bar, select the Actions Bar component and add it into the workspace. The following configuration settings are available:

Example

1. In a Designer Folder, create a new Page with Page Data by right-clicking the Designer Folder and navigating to Manage > Page/Dashboard > Add Page/Dashboard. It will automatically open in the Page Designer.
   
   After creating the Page with this method, it will appear as a selectable tab to the left of LIST in the Folder. This Page Data is necessary else the Folder Actions will fail to appear since it is not assigned to the Folder.
   
   
2. In the Toolbox panel, search for the Folder Actions and Actions Bar components found under the Action category. Drag them into the workspace.
   
   
3. Select the Folder Actions component. Change its Select Button Type to Action Button: Primary. For Search Type, select Contains. In the Search Action Text setting, enter "Manage".
   
   This configuration will populate the Folder Actions components with any Actions containing the "Manage" search text.
   
   
   
4. Select the Actions Bar component. Set Default Action to False so only the filtered Actions will appear. Set Filter Actions to True and create two filters. 
5. For the first, provide only "Create Flow" for the Action Name then save it.
6. For the second, provide "Create Form" for the Action Name. Set Override Display Info to True. For Action Name under these new settings, enter a new name for the Action e.g. "Build Form". Save the filter.
   
   
7.  Save and exit the Page Designer. Back in the Designer Folder, select the Page's tab from the top right of the Folder View.
   
   The Folder Actions component displays any actions containing 'Manage' while the Actions Bar displays a Create Flow actions as well as a Create Form action renamed as 'Build Form'.