Understand quick 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 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. Let's assume that you have an Project Management application in which you have an Status tracking report with the projects are categorised under different status: Yet to start, In Progress, Reviewed, and Completed. In that report, you have to change the status of a few records. Right click on the record and select edit. Change the status of the record. The change will reflect in your report.
The following are the predefined actions that are available in the application:
This action enables you to view a chosen record. It appears either on click or on right click of a record, depending on configuration. Selecting View record displays the detail view to the user.
In quick view, editing allows you to edit a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting edit displays the edit screen wherein you can make the changes to the field values. On the other hand, you can also select multiple records, at the event of which, the edit screen enables you to change field values in bulk.
In quick view, deleting allows you to delete a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting delete removes values. On the other hand, you can also select multiple records, and delete the records.
In quick view, duplicate action allows you to duplicate a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting duplicate displays makes a copy. On the other hand, you can also select multiple records, at the event of which you make copies in bulk.
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 your report or record or as a menu along with the other system actions. 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 Project Management application that has employee related information. The application includes a task management report that compartmentalizes the tasks based on the level of completion. Let's say there is action item called Clear Completed Tasks in the report. The predefined menu item encapsulates a workflow that removes all the completed tasks from the report with a click of the button.
The following are the events at which the actions are displayed:
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.
Actions appear at the event of clicking a record. Let's say you have defined that the actions edit and delete should be made available on click of a record. When the user clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and Delete.
Actions appear at the event of right clicking a record. Let's say you have defined that the actions edit and view record should be made available on right click of a record. When the user right clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.