Understand common actions

Understand common actions in kanban report for phone

There are some common actions that are available in the report without having to predefine them. These actions are available in default position. They are often required because of which they mandatorily appear in the report. The following are the common actions:

Add a record

The add record icon appears at the top-right corner of the report along with the search icon. This enables you to add a new record to the report. Tapping the add icon opens the Form screen. You can fill in the field values and submit. You will find that the record that you submitted is displayed in your report.

Search records

Search enables you to look for specific data within a report. On tapping the search icon, the search screen lists the fields of the report. You need to select the field, operator and the condition by which you want to run the search. The records that match the condition are displayed. You can select multiple fields, thereby specifying multiple conditions based on which the records need to be looked for.

The search option helps you sift through voluminous records and narrow down to information that you require. Let's assume you have a Stock Management app. You have a report that displays stock details, categorising products based on the availablity of stocks. If you are looking for products, of particular model, from a particular manufacturer to update the stock details, you can use search. Click on the search field. All the fields in the report are listed. Select the fields that would help you single out the required records. In this case, select Product field, select the operator "is" enter the name of the product; select model field, select the "contains" operator and enter the model number; select manufacturer field.

For Radio button, Dropdown, Checkbox and Multiselect field types, the criteria values will be pre-populated based on the configured options. So, the user can use the field values to search for matching records.


<div class="noteNew>Note: Closing the report after applying the search criteria save the report in that state. On accessing the report the next time, the report loads with the previously applied search criteria, displaying only the records that match the same. To view all the records you must remove or clear the search criteria.

Sort records

Sorting creates a linear, sequentially arranged data structure that helps you eliminate the hassles of haphazardly maintained information. It enables you to easily glance through the data and find required information. Tapping the sort icon enables you to select the preferred order of sorting for the required field. 

Group records

Grouping indicates categorizing information into clusters, based on field values that help you define the groups. By grouping your data, you can achieve a certain level of structurally classified information. Tapping the group icon enables you to select the preferred order of grouping for the required field. 

Print records

To access print option, tap on the icon in the header. The printer needs to be configured to be able to print.

Export records

Exporting records help you obtain or download the records that are in Creator report into a specific format for a purpose outside of Zoho Creator environment. To access the option, click on the hamburger icon. Selecting Export displays the congruent window. Supported formats include: Spreadsheet, HTML, XML, JSON, CSV, and TSV. Select the required format to export the records.

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