Understand quick view actions

Understand quick view actions in calendar report

Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are available in the application. There are also scripted custom actions that caters to unique requirements specific to your report.

Quick view facilitates actions that are applicable to the report on the whole or a collection of records. You can perform an action to a bulk of records thereby making changes to multiple records at one go or removing many records at one shot. Let's assume that you have a Task Management application in which you have a status tracking report. If you have records that are in Pending status to be changed to Reviewed status, you can achieve by using the bulk actions. Search for the records that match the Pending status and select the records. The edit icon appears. Click the edit icon and change the field value to Reviewed status.

Action on a single record

Let's assume that you need to correct a typographical error in a record. On selecting the record and clicking the edit icon, the respective for will appear, with the existing data. You can make the correct and submit the form. You will the the change reflect in your report.

Action on multiple records

Let's assume that you have a report for a library catalogue. You have a bulk of records that are categorised with New stock pending from publisher. Once the new stocks arrive, you need to change the status to New stock recieved. To update the status, you can select all the required records and click the edit icon. In the following window, you can select the respective field and enter the respective value and click apply. The intended change is applied to all the selected records.

You can make use of the actions in which ever device you are accessing your report from. The actions that you perform are made available to you by the gestures that you make on your device. You can determine which gesture allows you to perform what actions.

For browser

  • On click of a record: Actions appear at the event of clicking a record.
  • On right click of a record: Actions appear at the event of right clicking a record.

For phone

  • On tap of a record: Actions appear at the event of tapping a record.
  • On long press of a record: Actions appear at the event of pressing a record.
  • On left swipe of a record: Actions appear at the event of swiping a record from left.
  • On right swipe of a record: Actions appear at the event of swiping a record from left.

For tablet

  • On tap of a record: Actions appear at the event of tapping a record.
  • On long press of a record: Actions appear at the event of pressing a record.
  • On left swipe of a record: Actions appear at the event of swiping a record from left.
  • On right swipe of a record: Actions appear at the event of swiping a record from left.

If the system actions do not meet your requirements, you can always create custom actions that you can add to the list. Configure these new actions using script builder.

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