Lightning Forms – Creating Actions – Command Bar Buttons

In this video, we build Action Buttons within the Edit form of a SharePoint List using Lightning Forms. We create an Approval Button, along with a review of two other buttons for Generating a Document and Sending the document to an external email.

In this video, we build Action Buttons within the Edit form of a SharePoint List using Lightning Forms. We create an Approval Button, along with a review of two other buttons for Generating a Document and Sending the document to an external email.

Command Bar Actions

In this section, we will create an example Action that Submits an Expense Claim for approval:

  1. Click Actions on the command bar within your desired form.
  2. Choose Command Bar
  • Provide a Display Name such as ‘Submit for Approval’
  • Select an icon (note that you can search for an icon. In the below example, we search on the word ‘Send’)
  • Optionally configure a Visible Expression or Enabled Expression. An example of a useful expression is: [[@User.IsMemberOfGroup(‘Approvers’)]]. This expression will mean that the button is only visible to Approvers.
  • Click Configure Actions.
  • Drag the following Actions in Order:
    • Save Form
    • Send internal email
    • Show a message
    • Close Form

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