This document explains the best practices for creating/using UI actions.
UI actions simplify processes and guide user activity on forms and lists. Creating well-designed UI actions requires thinking through the function from a user perspective and applying a few guidelines. This article discusses best practices when designing and implementing UI actions.
Best practices video
Using UI actions
Best Practice #1: Create well-designed UI actions.
Create well-designed UI actions that are easy to find and use:
Use defaults to reflect the most likely or safest user choice. Ensure that primary and secondary actions are appropriately placed to indicate their relative importance.
Ensure that the appearance and function of UI actions are consistent throughout the platform.
Best Practice #2: Give each UI action a distinct action name.
When creating UI actions, give each a distinct name. A good action name helps to organize the actions and is easy to distinguish from other actions.
Best Practice #3: Use conditions in UI actions.
Use conditions in UI actions to specify under what circumstances they should execute.
Best Practice #4: Use buttons, menus, and links appropriately in forms and lists.
For forms and lists, use buttons, menus, and links appropriately:
Use buttons for frequently used actions, and avoid cluttering forms with too many buttons (four or five should be the maximum). Use short, clear button names. Long names can cause the buttons to wrap to multiple lines and result in layout inconsistencies among forms.
Use links to avoid too many buttons or button names that are too long.
Use menus for UI actions that are not used as frequently as actions on buttons. For example, put options related to the record or form administrative functions on the form context menu.
Best Practice #5: Leverage business rules.
Leverage business rules to avoid putting all necessary logic into UI actions. Do minimal work in the UI action, and let business rules react to it. Not only does this make it easier to debug the UI action and the business rule, but it also makes the logic available elsewhere in the system by calling the business rule.
Best Practice #6: Leverage script includes.
Leverage script includes if the logic exists in more than one place, or if it is fairly complex or specialized. Script includes make code more scalable, testable, and manageable.