Understand detail view actions

Understand detail view actions in kanban report for browser

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 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 Delivery Status report. If you need to make a change to the Status of the Delivery of a record, you can edit using the edit action available in it.

The following are the actions available:

Edit record

In detail view, editing allows you to edit a single record. The action appears depending on the predefined conditions. Selecting edit displays the edit window 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 depending on the predefined conditions. Selecting delete enables you to remove the record.

Duplicate record

In detail view, duplicate action allows you to duplicate a single record. The action appears depending on the predefined conditions. Selecting duplicate enables you to make 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 button in the header of the record or as a menu. Clicking this button or 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 Task Management application that has task related information. The application includes a Status Tracker that compartmentalizes the tasks based on the level of completion. Let's say there is action item called Move. The predefined action encapsulates a workflow that tiggers the record to be moved to a different report. After completion of the task, you can click the action item to move it to a different report that displays completed tasks.

Action on a selected 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 form will appear, with the existing data. You can make the correction and submit the form. You will find that the change reflect in your report.

Related Topics

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocreator.com