Create Action Buttons

Learn how to create and implement effective action buttons on your forms.


In this video, we build Action Buttons within the Edit form of a SharePoint List using Lightning Forms. We create an Approval Button and review 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




Action: Loop: apply to each

Loop: apply to each action executes a block of actions for each item in the iterating array.

To configure the action Loop: apply to each additional property should be specified:
 

Configuration

Property Required Type Description
Iterating array yes Array Need to specify an array or select an output from previous actions.
 
This can be the output of a Get Items action, a variable having an array, a multi lookup field, a multi choice field or just an array directly calculated in this property.

 

Example of Loop: apply to each action configuration with SharePoint list items


Output

Output Parameter Type Description
CurrentItem Object Returns an element from the iterating array  

 
Index Number Returns an iteration number of element 

 
Count Number Returns total iterations number

 

Note: Outputs available for actions inside Loop: apply to each action 
 

 

 



For example, you can use the Loop: apply to each action in a situation where you use Get Items to get items that fit a query and want to delete the items that have been retrieved:

Use the Get Items to get the items that fit the query settings > Use a Loop > Within the loop, use the item ID in the Delete Items action as in the image
 

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