Creating Custom Actions

Taking into account previously mentioned recommendations, follow the steps to create a custom action:

  1. In the Microsoft Dynamics NAV client, click the Scribe Integration navigation button.
  2. Under Administration, click Custom Actions. The Scribe Custom Action Card dialog displays.
  3. Press F3 to create a new action.
  4. Open the Codeunit No. lookup and select the previously created codeunit from the list.
  5. Leave the header area and the system asks you to overwrite the current custom action definition with the default data.
  6. In the Type field, specify whether the record is an input or output parameter.

Note: If the selected codeunit does not contain the ResetToDefaults method, an error is displayed and no custom action definition is created.

See also

Developing Custom Actions

Custom Action Methods

Activating The Insight Actions