Add a Button to the Actions Menu

You can add buttons to the Actions menu on the right side of the page by using the Page Layout Editor. A common use case for this functionality is adding an Approve Payments button to other pages in the Payment Info section of a contract.

To learn how to add a Run Report action to your page layout, see our Run Report Action Buttons article.

To add an out-of-the-box action to the Actions menu:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Page Layouts link in the Company Administration column.

   The Manage Summary Pages page opens.

3. Do one of the following:

   • Click Manage List Layouts tab.

     The Manage List Layouts page opens.

   • Remain on the Manage Summary Pages page.

4. Find the layout you want to edit.

5. Click Build Layout link in the Actions column of the layout you want to edit.

   The Page Layout Editor opens.

6. Open the Related Fields > Summary Information > Summary Page Buttons section in the Fields pane.

   You can also enter the name of the you want to add in the Search field at the top of the Fields pane.

7. Click and drag the you want to add from the Fields pane to the layout.

   Important!

   If you are editing a list layout, make sure that you are on the Edit Layout tab of the Page Layout Editor, not the List Layout tab.

8. Drop the on a icon in the layout.

   The is added to the cell. It will not be visible on the page layout, but it will appear in the Actions menu.

9. Click Save Layout.

   A save message appears. Your changes are saved.

10. Click Close.

    The Page Layout Editor closes.

11. Navigate to the appropriate page in Lucernex.

    The appears in the Actions menu on the right side of the page.