Creating extenders (custom actions)

Tip:  You can create a new extender using the method described below or by sending a HTTP POST request to the Objective Application Server (the steps for this are described in the Objective Navigator Help).

1. As an Objective administrator, select your username in the top right-hand corner of the page, then Admin.
2. Select Extenders from the Admin pane.
3. Select Create new extender.

4. Enter an Admin label.

   The Admin label is only displayed on the Extender Admin page so that you are able to identify different extenders that may appear exactly the same to different user groups. For example, you may have an extender that allows different users / groups to search different object types within Objective ECM, but you may label the extender as ‘Search’ for all users and groups.

5. Enter the Menu label.

   The Menu label is displayed on the menu for the selected object type as shown in the example below.



6. Enter the URL of the extender link.

   This is the URL location that the extender will link to. This corresponds to the href attribute on an anchor tag.

7. Select the URL target from the drop-down menu.

   This is the target attribute of the anchor tag and specifies where the extender link opens. For some URL protocols this will be ignored, e.g., mailto://

URL target option	When the extender is selected from , the extender link ...
_blank	opens in a new browser window.
_parent	displays in the parent frameset.
_self	displays in the same browser window.
_top	displays in the full body of the window.

8. Select a Metadata filter.

The metadata filter is an expression which evaluates to a Boolean value (true or false) based on specific metadata for each object. This allows you to target extenders to objects based on their metadata or state.

9. Select the Applicable types that the extender will be enabled for.

   1. Select documents (default option type) below the Applicable types field to display the Change object types dialog box.
   2. From the Available column, tick the checkbox for the object types that the extender will be applicable to.

   Your selections are listed in the Selected column.

   To remove a selected object type, untick its checkbox in either the Available or Selected column.

   3. Once you have finished, select Apply changes.

   Your selections are displayed below the Applicable types field.

10. Select or find which users / groups will be allowed to use the custom action (extender) from the Allowed users/groups field.

    • Add another allowed user/group, if needed.
    • Order your allowed users/groups by selecting and dragging the user/group to the correct position.
    • Select for a user/group to delete them from the allowed list.
11. Select or find which users / groups will not be allowed to use the custom action (extender) from the Disallow users/groups field.
• Add another disallowed user/group, if needed.
• Order your disallowed users/groups by selecting and dragging the user/group to the correct position.
• Select for a user/group to delete them from the disallowed list.
11. Select Save.

1. As an Objective administrator, select your username in the top right-hand corner of the page, then Admin.
2. Select Extenders from the Admin pane.
3. Select for an extender card to expand it and place it in edit mode.
4. Make your changes to the fields as required.

5. When you have finished editing your extender, select Save.

   You can also select:

   • to accept and save your changes and exit edit mode.

   • to discard your changes and exit edit mode.

   in the top right-hand corner of the selected extender.

1. As an Objective administrator, select your username in the top right-hand corner of the page, then Admin.
2. Select Extenders from the Admin pane.
3. Select for an extender card to expand it and place it in edit mode.
4. Select Delete in the bottom left-hand corner.
5. Confirm your deletion.