Actions and agents names

The names you give to manually-run agents appear as choices in the Actions menu. The names you give to form actions and view actions appear as choices in the Actions menu and on the action bar. The names are case sensitive and can be any combination of characters, including letters, numbers, spaces, and punctuation.

Naming tips

  • Choose short names for form and view actions that you design to appear as action bar buttons.
  • Choices on the Actions menu appear in alphabetical order. To force names to appear in a different order, number or letter them.
  • Use consistent names across databases to enable users to recognize identical agents and actions.

Naming techniques


You can use an alias with agents. An alias is another name, or synonym, for a particular agent. Using an alias, you can change or translate the name that users see without disabling formulas that reference the original name. Aliases follow the same naming rules as regular names.

To create an alias, add a vertical bar (|) symbol and the alias name following the original name. Always keep the original name as the leftmost name.

Agent1 | Agent1_Alias
You can have more than one alias. Separate each with the vertical bar (|) symbol.

Shortcut keys

A shortcut key is an underlined letter in a choice on the Actions menu. Windows and UNIX users type only the shortcut letter to select the menu item. To specify a shortcut, type an underscore before the letter you want to assign as the shortcut. For example, S is the shortcut for this Save action:


Notes® ignores the underline when it displays the name of an action on the action bar.