How to add/change custom action Claim Button in Client window - for a specific claim type
Open the Required Claim Type
1: Click Admin from the menu.
2: Click Claim Types from the Drop Down Menu - The Claim Types window will open.
Open Edit Claim Type Window
1: Click the Claim type required.
2: Click Edit - the Edit Claim Type window will open.
Select Button to Edit
1: Click the arrow key to scroll through the menu bar functions until the Claim Buttons button is visible.
2: Click the Claim Buttons tab - the Claim Buttons edit window will open.
3: Click on the next available button.
4: Click Edit - The Claim Buttons Details window will open.
Edit Button Details
1: Type the required button name in the Button Text.
2: Click ... button to open the button actions window.
Select a Button Action
1: Select a button action from the list.
2: Click OK - the window will close.
1: Click OK - the Claim Button Details window will close.
Button Has Been Added
1: In this example the button has been added to location 5.
2: Click OK to save and close the window.
EACH USER WILL NEED TO BE AUTHORISED TO USE THE NEW BUTTON - Click here to see how.
Once the user is authorised - The test button will show for all relevant claims.
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