Set up form buttons

You can set up form buttons to, for a selected record:

Create a document based on a document type.
When you click this button, the Create documents dialog is opened on which you can select the document type to create a document. You can only select document types:

With a perspective with the same data source as the form from which you want to create a document.
That are linked to your security user role.

Set up substitute addressee scenarios.
When you click this button, the Addressee profiles form is opened. You can use an addressee profile to indicate which substitute addressee scenario must be used in case of a specific addressee scenario and document type combination.

1.	Click Action and document management design.
2.	Click Form button setup.
3.	Click New.
4.	Define the form to which you want to add a button.
	In the Form name field, enter or select a value.
5.	Define the ActionPane tab to which you want to add a button.
	In the Control name field, enter or select a value.
6.	Define the data source to which the button applies.
	In the Data source name field, enter or select a value.
7.	You can set up a form button to create a document based on a document type for a selected record.
	Select the Show create document button check box.
8.	You can set up a form button to set up substitute addressee scenarios for a selected record.
	Select the Show addressee scenario substitute button check box.
9.	Sub-task: Define applicable document types.
9.1	If you have selected the Show create document button check box, you must also define the applicable document types.
	Click the Filter tab.
9.2	Click New.
9.3	Define the applicable document types.
	In the Document type field, enter or select a value.
	Note: You can only select an applicable document type that has at least one perspective for the data source that you defined for the form button.
10.	Close the page.

Related to	Notes
Set up document types

Set up form buttons Application task