Understand detail view actions

Understand detail view actions

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 custom actions that caters 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.

You can make use of the actions in which ever device you are accessing your report from. 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.

For browser

  • On click of a record: Actions appear at the event of clicking a record.
  • On right click of a record: Actions appear at the event of right clicking a record.

For phone

  • On tap of a record: Actions appear at the event of tapping a record.
  • On long press of a record: Actions appear at the event of pressing a record.
  • On left swipe of a record: Actions appear at the event of swiping a record from left.
  • On right swipe of a record: Actions appear at the event of swiping a record from left.

For tablet

  • On tap of a record: Actions appear at the event of tapping a record.
  • On long press of a record: Actions appear at the event of pressing a record.
  • On left swipe of a record: Actions appear at the event of swiping a record from left.
  • On right swipe of a record: Actions appear at the event of swiping a record from left.

If the system actions do not meet your requirements, you can always create custom actions that you can add to the list. Configure these new actions using script builder.

Share this post : FacebookTwitter

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

Write to us: support@zohocreator.com