Action Button

The Action Button [+] located top-right of the dashboard is always visible and lets you quickly create anything from a New Entry, New Activity, or New Context from anywhere. You can also customize what items appear in the menu allowing for additional Custom Actions that jump straight into a specific predefined template, skipping the template picker.

What you can do:

Use default actions to open a searchable picker of templates, if your permissions allow it.
Configure the menu (rename default actions, hide/show them).
Add custom one-click actions, such as Create New Service, that opens the creation window for a predefined “Service” activity template directly.
To be able to customize the menu configuration, you need admin privileges.

Steps

Use the Action Button

Click the + in the top-right.
Choose New Entry, New Activity, or New Context.
A modal opens with a searchable list of templates you are allowed to use.

Pick a Template (Default actions)

New Entry: opens the Form Templates picker (search and select).
New Activity: opens the Activity Templates picker.
New Context: opens the Context Types picker.

Configure the Action Button menu

Go to Settings → Top Menu.
In Default Main Action Button, enable/disable New Activity, New Context, and New Entry, and optionally set a Display Name for each to change how the items are labeled in the menu.

Create Custom Actions

In Custom Main Action Buttons, click + Add Action.
Choose Action type (Entry, Activity, or Context).
Select the specific Folder/Template to use.
Set a Display Name (e.g., Create New Service).
Save. The new action appears under the + menu and, when clicked, opens directly on that template, no template picker.

New: Open Folder action

You can add a custom action that opens a specific Folder/Collection of forms so users can choose a template from just that folder and start a New Entry.

Steps

Go to Settings → Action Button.
In Custom Main Action Buttons, add an action and choose Action = Open Folder.
Set Folder/Template = the folder you want to expose (e.g., All inspections).
Give it a Display Name and save.

New: Action Groups (multi-step flows)

Chain steps under one menu item so users are guided through a short workflow.

Create a group

In Custom Main Action Buttons, pick Action group = Multi Action and set a Display Name (e.g., New Order).
Click Add Action to define Action (N1), then add Action (N2), etc.
For each step, choose the Action type (e.g., New Activity, New Context, or Add to Context), select the Folder/Template, and decide whether to enable Allow skipping.
When a step needs the result from a previous one, set the Node to that created item (e.g., Created Activity (N1) Activity), then configure the target (e.g., Context = Select Context Manually → Choose Context).

Examples

Create Activity → Add to Context: N1 = New Activity (choose template), N2 = Add to Context with Node = Created Activity (N1) and Context = Select Context Manually.
Create Context → Add Activity: N1 = New Context, N2 = New Activity (choose the starter template for that context).
Optional skips: Turn on Allow skipping if you want users to jump over a step.

Validate
- Click the + and confirm the menu shows your renamed defaults and any custom actions.
- Test each custom action to ensure it opens the intended template directly.
Next
- Share the action names with your team.
- Review permissions if users don’t see expected templates in the default pickers.

Share the action names with your team.
Review permissions if users don’t see expected templates in the default pickers.

FAQs

1) Who sees which templates in the default pickers?
Users only see templates they have permission to use. The search bar filters the visible list.

2) Can I hide the default actions entirely?
Yes. In Default Main Action Button, uncheck items you don’t want in the menu.

3) What’s the difference between default actions and custom actions?
Default actions open a template picker. Custom actions open a specific template directly, skipping the picker.

4) Can I rename items in the + menu?
Yes. Use the Display Name field for each default or custom action.

5) Our custom action opens the wrong template—why?
Edit the action in Custom Main Action Buttons and verify the Folder/Template selected is correct; then save and test again.

6) Why do some users not see a custom action?
If the underlying template or folder is permission-limited, users without access won’t be able to run it.

7) Can I create multiple custom actions for the same template?
Yes. This is useful if you want different names (e.g., Service – Standard vs Service – Express) pointing to the same template.

Article ID: 269

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