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.

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