Understand quick view actions

Understand quick view actions in calendar report for phone

Actions enable you to edit or update information, add information, remove information, export data from 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 actions items that cater to unique requirements specific to your report.

There are actions that are applicable to the records in the the quick view. You can perform an action to a record on making the gesture that allows you to use the actions. Imagine that you have an Patient Appointment application in which you have a calendar report that displays the consultation appointments that out-patients book at your clinic. When you tap on a date, all appointments of that day are listed below the calendar. Let's say that you have to reschedule an appointment. You can do this by tapping on the required record. This will take you to that record's detail view, from where you can edit it.

The following are the predefined actions that are displayed in the application:

View a record

This action enables you to view a chosen record. It appears at the event of the predefined gesture. Selecting View record displays the detail view to the user.

Edit record

In quick view, editing allows you to edit a single record or multiple records. The action appears at the event of the predefined gesture. Selecting edit displays the edit screen wherein you can make the changes to the field values.

Delete record

In quick view, deleting allows you to delete a single record. The action appears at the event of the predefined gesture. Selecting delete removes values.

Duplicate record

In quick view, duplicate action allows you to duplicate a single record. The action appears at the event of the predefined gesture. Selecting duplicate makes a copy of the record.

Action item

Action item could be defined as an alternative to the exiting system actions, which include view, edit, delete, and duplicate record. Zoho Creator enables you to interact with your report using these actions. But when you are faced with a peculiar scenario that needs an action that has a logic that differs from the existing supply of actions, action item provides you with a solution.

Adding an action item requires you to create a workflow that defines the principle and logic that composes that intended action. This action is made as a menu along with the other system actions. Selecting this menu takes effect on the report or record, applying the logic that you have already configured. Based on this logic, the exclusive action is executed giving you the required result.

Let's assume, you have a Hospital Registery application that has a report that maintains information on the Operation Theater bookings. The calendar report displays the operation theaters that will be occupied for the day including the details of the surgery, surgeon, and the time schedule. If there are any cancelled bookings, you must notify the booking in-charge and all the queued bookings. Imagine there is an action item named Notify in the report. Imagine this action item encapsulates a workflow that triggers email notifications to the concerned parties with information that there is an available operation theater. On tapping Notify, an email is triggered to the concerned parties.

The following are the events at which the actions are displayed:

Action on a single record

Let's assume that you need to correct a typographical error in a record. On performing a specified gesture of the record, the associated actions appear. Selecting the edit action will display the respective form with the existing data. You can make the correction and submit the form. You will find that the change reflect in your report.

On tap of a record

Actions appear at the event of tapping a record. Let's say you have defined that the actions edit and delete should be made available on tap of a record. When the user taps on a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and Delete.

On long press of a record

Actions appear at the event of long press of a record. Let's say you have defined that the actions edit and view record should be made available on long press of a record. When the user right long presses a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.

On right swipe of record

Actions appear at the event of right swipe of a record. Let's say you have defined that the actions edit and view record should be made available on right swipe of a record. When the user swipes a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.

On left swipe of record

Actions appear at the event of left swipe of a record. Let's say you have defined that the actions edit and view record should be made available on left swipe of a record. When the user swipes a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.

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