Select your user interface:

Context

When it comes time to use a task to display a page, your task may need to provide context to that spec. Page actions typically use the page context (the ID for the record that the page displays) to perform actions. In the example below, the ID from the CONSTITUENT table that corresponds to Robert Hernandez is used in the page actions. Within the PageDefinitionSpec element, the ContextRecordType attribute specifies the type of record to "pass" to the page.

Example: Configure the View As Volunteer action

<PageActionGroup ID="c2197930-2542-4786-b716-f6feb5395d7e" Caption="View as" CaptionResourceKey="$$view_as">
            <Actions>
<Action ID="f6fb65c3-a6e5-4b7f-a07f-d871f140cf43" Caption="Fundraiser" ImageKey="catalog:Blackbaud.AppFx.MajorGiving.Catalog.dll,Blackbaud.AppFx.MajorGiving.Catalog.fundraiser.png" Visible="=(Fields!ISFUNDRAISER orelse Fields!ISFORMERFUNDRAISER) AndAlso Not Page.Fields!ISGROUP" CaptionResourceKey="$$fundraiser">
<c:ShowPage PageID="baee8762-6727-43a7-9645-5dd776f6289a" TabID="00000000-0000-0000-0000-000000000000">
                        <c:ActionContext>
                            <c:PageContextID />
                        </c:ActionContext>
                    </c:ShowPage>
                    <HelpKey>MGFundraiser_Pg.html</HelpKey>
                </Action>
…

Example: The XML for "View as" page action group and Fundraiser action on the Constituent page

<PageActionGroup ID="c2197930-2542-4786-b716-f6feb5395d7e" Caption="View as" CaptionResourceKey="$$view_as">
            <Actions>
<Action ID="cdf2343c-909b-4c9b-a73c-2932ce7ca719" Caption="=Page.Fields!VIEWAS_VOLUNTEERCONSTITUENCYTEXT" ImageKey="=IIF(Page.Fields!IsOrg, &quot;catalog:Blackbaud.AppFx.Constituent.Catalog.dll,Blackbaud.AppFx.Constituent.Catalog.organization.png&quot;, IIf(Page.Fields!IsGroup, IIf(Page.Fields!IsHousehold, &quot;catalog:Blackbaud.AppFx.ConstituentGroups.Catalog.dll,Blackbaud.AppFx.ConstituentGroups.Catalog.households_32.png&quot;, &quot;catalog:Blackbaud.AppFx.ConstituentGroups.Catalog.dll,Blackbaud.AppFx.ConstituentGroups.Catalog.groups_32.png&quot;), &quot;catalog:Blackbaud.AppFx.VolunteerManagement.Catalog.dll,Blackbaud.AppFx.VolunteerManagement.Catalog.fa_volunteer.png&quot;))" Visible="=(Fields!ISVOLUNTEER orelse Fields!ISFORMERVOLUNTEER) AndAlso Not Page.Fields!ISGROUP">
<ShowPage PageID="ccf1af83-944d-4418-8e5c-1c9f18b1865f" TabID="00000000-0000-0000-0000-000000000000" SectionID="00000000-0000-0000-0000-000000000000" xmlns="bb_appfx_commontypes">
                        <ActionContext>
                            <PageContextID />
                        <ActionContext>
                    </ShowPage>
                    <HelpKey>VOLVolunteerRecord.html</HelpKey>
                </Action>

Example: The XML for ‘View As’ page action group and Volunteer action on the Constituent page

In the figures above, we configure the properties for the Fundraiser action (yellow highlight) within the View As action group on the Constituent page. We can see the action opens the Fundraiser page (green highlight) and passes the Constituent page's PageContext to the Fundraiser page.

In the figures above, we configure the properties for the Volunteer action (yellow highlight) within the View As action group on the Constituent page. We can see the action opens the Volunteer page (green highlight) and passes the Constituent page's PageContext to the Volunteer page.

Step 1 - Put the Food Bank page into Design Mode and edit the action groups

Select Tools\Design Mode from the Infinity shell's main menu.

Click the Toggle design mode on button near the top right of the web browser.

Note: Design Mode is only available in the Web Shell user interface in Blackbaud CRM version 3.0 and later, and the toggle button only appears for administrators. To hide the button, see Hide or Display Design Mode Button.

Click the Edit action groups button and then click the Add button to configure a new action group.

Enter View As for the Caption of the action group. On the Actions property, click the ellipsis button.

Step 2 - Add a new View As Constituent action.

We will now create an action to open the Constituent page and pass the Food Bank page's page context to the Constituent page.

Properties for the Action
Property	Value	Description/Instructions
Caption	Constituent	The text for the action or an expression to evaluate.
HelpKey	CRMConstDataEntryHomePg.html	Use the file name of an HTML file located in the web server deploy help folder or specify a fully qualified URL to an external file.
ActionType	ShowPage	Defines the type of action.
Page	Constituent Page	The page to navigate to.
ContextType	PageContext	The action context type.

After you set the properties, your action's property sheet should look like this: