How to configure a Menu button in a command bar

Buttons can be very useful in the *Command Bar *and can provide contextual actions related to that table or table item.

A command bar is the horizontal area containing command buttons like Save, Delete, Add new item etc. It is visible in the Explorer view of a data table.

Command bar in Table view

Command bar button in table view

Command bar in Item view

Command bar button in item view

Imagine you are looking at the Quotes table. You may want to perform specific actions based on the selected quotes, such as Generate an Invoice from the Quote Item or Generate a Quote PDF. There are many possible use cases as menu buttons can trigger workflows, perform remote actions and much more. (To see a full list of On-Click Actions see How to Set On-Click Actions)

Navigate to Designer > Tables
Open the table you wish to add the menu button to from the tables list
Select the Menu Tab
Select New Menu Item > New Blank Item
Press the edit button on the newly created menu item
Provide appropriate display text and icon
Configure your desired On-Click Action (See How to Set On-Click Actions for more details on how to configure these for your use case
Set the Location to Display (See What is Location to Display option in a Menu setup? for more details)
Press Save
Navigate to the table and test the button