Understand detail view actions

Understand detail view actions in calendar report for tablet

Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted action items that cater to unique requirements specific to your report.

Detail view incorporates actions into each record, thereby allowing actions that could be used while viewing one particular record. For example, if you select a record in your report, the detail view of the record will appear. The actions will be visible at the top of that record. These actions are specific to the record that you are viewing. Let's assume that you are viewing the detail view of a record in a project management report. The detail view is that of a project. If you need to make a change to the end date of the project, you can edit the record using the edit action available in it.

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.

Edit record

In detail view, editing allows you to edit a single record. 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 detail 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 detail 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 edit, delete, duplicate, and view 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, the predefined 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 available as a menu along with the other system actions. Selecting the 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 an Schedule Maintenance report in you Business Managemnet app with various appointments for the week. The calendar report displays the name of the vendor/partner you are meeting and the venue. Let's say there are action items called Proceed and Cancel in the record. The predefined action items encapsulates respective workflows: If the vendor or partner is a prospective one and the business can be taken to the next level, you tap the Proceed button to move the record to a report that has prospective leads. If the meeting does not seem prospective, you tap the Cancel button to move the record to a report with Terminated business propositions.

Action on a selected 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.

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