Select your user interface:
Configure a Task
You can create functional areas, tasks, and data lists with two methods:
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Configure the feature through Shell Design.
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Use the Infinity SDK to edit the appropriate XML spec within Visual Studio.
Step 1 - Open the Shell Design page, select the Tasks tab, and click the Add action just above the Tasks data list.
Step 2 - Configure task properties.
After you click the Add action, a properties dialog window appears. Enter the following values for the Name, Description, Functional Area, ActionType, and DataForm properties:
Property | Value |
---|---|
Name | Add Food Bank |
Description | Add a new food bank |
FunctionalArea | Food Bank Functional Area |
Sequence | 5 |
ActionType | ShowAddDataForm |
DataForm | Food Bank Add Form |
Step 3 - Refresh shell navigation, test drive the task, and add a food bank.
Click Refresh Shell Navigation under Tasks, then view the new Food Bank functional area and task. Go ahead and try out the new task. When you click the task, the Food Bank Add Form appears. To add a new food bank, select a constituent and enter a description, mission statement, and food bank type. The food bank type is a code table, and therefore you can dynamically add new food bank types "on the fly."