Action Settings

Modified on Thu, 1 Aug, 2024 at 11:14 AM

Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

The Settings tab of the Axsy Mobile app in the Salesforce Web UI provides access to the Axsy Config Tool which is used for configuring the behaviour of the Axsy Mobile App. The Global tab for the Axsy Config Tool is where various global app settings are defined.

Actions

When viewing the Global tab of the Axsy Config Tool, selecting the Actions option from the side menu presents settings related to how the Axsy Mobile app should populate an object's Action Menu.

Setting	Description
Action type	This setting has two options: Lightning Actions - The contents of an object's Action Menu is based on the Salesforce Mobile and Lightning Experience Actions section of the object's Page Layout Quick Actions - The contents of an object's Action Menu is based on the Quick Actions in the Salesforce Classic Publisher section of the object's Page Layout

The Action Menu is opened via the 3 horizontal dots at the top-right of a record view