How to use the action button

How to use the action button

Introduction

Action buttons are used throughout Paragon. They always appear on the bottom right corner of the screen. This button allows you to perform a variety of actions including but not limited to changing the status of your references and transactions, printing, copying, emailing and configuring your add ons. In this article, we will cover the default action, optional list actions, and the actions available to you depending on the type of module you are working in. 


Default action

Depending on the status of your reference, transaction, or add-on screen, Paragon will display a default action on the action button. 
The default action will be specified on the action button itself. Hitting the default action will trigger the specified action on your transaction, reference, or add-on configuration. 




Below are some examples of the default action on the action button categorized by status:

Status
Default Action
Temp
Issue
Issue
Print
Completed
Print
Void
Print
On Hold
Issue
Inactive
Activate
Active
Copy

Optional actions

Depending on the status of your reference, transaction, or add-on screen, Paragon will also display optional actions on the action button. To select and trigger an optional action, hit the action list arrow button and chose an action. 


 Reference 

The action button in a reference module (depending on the module) will allow you to activate, deactivate, copy, email, and/or print.  


Status

Default Action

Action List Options

Inactive

Activate

Copy, Email*, Print*, Aged AR*

Active

Copy

Deactivate, Email*, Print*, Aged AR*

*Only available on specific modules
Below is an example of the action button list opened in the customer module on a customer that is active: 

Transactions

The action button in a transaction module (depending on the module and status) will allow you to issue, hold, void, print, email, copy, complete, etc. 

Status

Default Action

Action List Options

Temp

Issue

Copy, Email, Print, Void, Hold

Issue

Print

Copy, Email, Print, Void, Hold, Event

Completed

Print

Copy, Email, Void, Event

Void

Print

Copy, Email

On Hold

Issue

Copy, Email, Print, Void

 Below is an example of the action button list when opened in an issued order. 


Add-ons

The action button in add-ons will contain options specific to each integration. Below are various add-ons available in Paragon and the corresponding action button options. 


Amazon

Status

Default Action

Action List Options

Inactive

Connection


Active

Connection

Inventory↓, Products↑↓, Orders↓, Reconcile


↓Import ↑Export
Inactive status:


Active status:

 

Shopify

Status

Default Action

Action List Options

Inactive

Connection


Active

Orders↓

Inventory↓, Products↓, Connection


↓Import
Inactive status:


Active status:

 


QuickBooks Online

 

Status

Default Action

Action List Options

Inactive

Connection


Active

Products↓

Customers↓, Vendors↓, Payments↓, Bill Payment↓, Bills↓, Connection, Add on Setup.

 

↓ Import
Inactive status:


Active status:



Workflow Configuration

If you've looked at all of our default action buttons and need to change things up to suit your needs; be our guest! You have the option to configure your default action buttons by using our workflow configuration.
To get started, navigate to your settings screen and click Workflow Configuration under the System card.



Once you are on the workflow configuration page you will be able to see all of the modules that you have access to laid out in a table with the module name, starting status, and default action. By editing and then clicking the default action for a specific module, you can choose your desired action from a drop-down (depending on how many actions are available.)

If you want to add more action buttons, including custom actions such as rules or PGA templates, then take a look at our article on how to Add more options to the action button



Remember: any changes you make to default action buttons will affect all users! 

When you have made your changes don't forget to save.

 What’s Next?

Now that action buttons are well understood - take a look at some of our other configuration articles: 

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