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Adding custom 1-Click buttons within the form

After the configuration record has been created (as mentioned in step 2.11), the configured report will automatically show up in the pop-up form.

This step is needed only if you would like to add additional custom buttons within the form as shown below:

Step 1: Browse to the “Form Editor” of the entity to which you wish to add the 1-Click button (* Please use IE browser to add the custom button *)

Step 2: Insert Web Resource by selecting the area of the form to which the button needs to be added

Step 3: Select the iotap_DynamicButton web resource (can search using keyword “dyn”)

Step4: Enter the below details in web resource – General tab:

1.       Name and label (these text are ignored by 1-Click add-on)

2.       Custom Parameter: add text in format: Button Label|ActionID

                    Button Label: is the text label that will be shown on this custom button
                    | - is the pipe symbol

          ActionID: This value is available in the 1-Click PDF configuration record

Step 5: Enter the below details in Webresource – Formatting tab:

Now browse to the Quote form and you will find the “Download Quote” button as shown below:

In similar fashion you could add as many buttons as needed on the form. As shown below, we have added 3 buttons: (here we have inserted a new section with 3 columns and then added 3 web resources)