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.

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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