Understand quick view actions

Understand quick view actions in list report for tablet

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.

Quick view facilitates actions that are applicable to the report on the whole or a collection of records. You can perform an action to a bulk of records thereby making changes to multiple records at one go or removing many records at one shot. Let's assume that you have a Task Management application in which you have a status tracking report. If you have records that are in Assigned for Review status to be changed to Reviewed status, you can achieve by using the bulk actions. Select the records that match the Assigned for Review status.

Tap edit icon and change the field value to Reviewed status and apply the changes.

 

The following are the predefined actions 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. 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.

Delete record

In quick view, deleting allows you to delete a single record or multiple records. The action appears at the event of the predefined gesture. Selecting delete removes values. On the other hand, you can also select multiple records, and delete the records.

Duplicate record

In quick view, duplicate action allows you to duplicate a single record or multiple records. The action appears at the event of the predefined gesture. Selecting duplicate makes a copy of the record. On the other hand, you can also select multiple records, at the event of which you make copies in bulk.

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 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 an employee management application that has employee related information. In a report that maintains travel requests, the details include the name, designation, and department of the employee who initiated the request, the manager who approves the request, destination, period of travel, the customer/partner/vendor who the employee will meet, and the travel desk that facilitates the journey. Let's say there is action item called Notify All in the report. On completing the arrangements for the travel, the travel desk person will have to provide intimation to the concerned employee and the manager. The predefined menu item encapsulates a workflow that triggers email notifications to the concerned parties with details of the travel date and the complete schedule for the travel. When the travel desk person clicks Notify All, the intimation email gets sent to the employee, the manager, and the customer.

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

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.

Action on multiple records

Let's assume that you have a report for a library catalogue. You have a bulk of records that are categorised with New stock pending from publisher. Once the new stocks arrive, you need to change the status to New stock recieved. To update the status, you can select all the required records and select edit option. In the following screen, you can select the respective field and enter the respective value and apply. The intended change is applied to all the selected records.

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.

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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