Actions

Actions

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Designer > Objects > {object} > Actions

Custom actions can be created and invoked when displaying data records.

Contents

About Actions

An Action can execute any of the following:

  • A page which is a standard JSP (JavaServer Page) page with custom user interface elements or an independent tab
  • JavaScript that uses AJAX and REST to interact with the platform

The action can run against a single record, multiple records (via More Actions), or both single and multiple records.

Single Record Actions

For a single-record action, the user visits the record and then invokes one of the action button(s) in the heading bar. (The buttons they see depend on the actions that have been implemented and the user's permissions.)

File:RecordActions-Single.png

Multiple Record Actions

For multiple-record actions, the user selects records in a View, and then uses the More Actions dropdown to invoke the desired action.

File:RecordActions-Multiple.png

Learn More

Compare to:

Working with Actions

Add an Action

Follow these steps to add an action:

  1. Click Designer > Objects > {object name} > Actions
  2. Click the Add Action button
  3. Fill in the Action settings
  4. Click [Save]

Edit an Action

Follow these steps to edit an action:

  1. Click Designer > Objects > {object name} > Actions
  2. Click the title of the action
  3. Click the [Edit] button
  4. Modify the Action settings.
  5. Click [Save]

Delete an Action

Follow these steps to delete an action:

  1. Click Designer > Objects > {object name} > Actions
  2. Click the title of the action
  3. Click the [Delete] button

Action Settings

Action Information section

  1. Provide basic information:
    Name
    Unique name for the action
    Use alphanumeric characters and underscores
    Title
    Field display label
    Type
    Select the type of action:
    • Invoke Page
    • Execute JavaScript (single-record action only)
  2. If Invoke Page was selected, select it from the list
  3. Select the invocation point:
    • Single Record: The action works on a single record
    • Group Action: The action works on a group of records selected in a View
    • Both: The action works on both single records and groups of records
    Note: The Group Action and Both options are not present if the action type is Execute JavaScript.
  4. Optionally, unclick the Enabled checkbox to disable the action
  5. Optionally, click the Requires Record Selection during Group Operation checkbox (this option appears only when Group Action is selected as the invocation point)
  6. If Execute JavaScript was selected, enter the JavaScript
    Tip: Use the Template Variable Tool to get available Template Variables

Packaging Options Section

Choose whether or not allow an installer to disable the action.

Available Roles section

Select the user Roles which can execute the action. The action button appears only for users in those roles.

Considerations

  • The Template Variable will not be replaced if the Action is invoked from a Group Action.
  • The Template Variable will be replaced if the Action is invoked from a Single Record

Requires Record Selection during Group Operation

The Requires Record Selection during Group Operation option defines the type of Group Action to create.

  • If checked, the Group Action requires that a record is selected in order to execute the action
  • If not checked, the Group Action can execute when no records are selected

Using Template Variables

About the Template Variable Tool

Use the Template Variable tool (shown below) to insert variables for:

Template Variable Selector

File:notepad.png

Note: In some contexts, variable names uses braces - { }. In other cases, they don't. The Template Variable Tool lets you quickly determine the format used in your current context.

Learn more: Template Variables

About Template Variables

AJAX and REST can be used to communicate with the platform, by writing JavaScript in an Action. The following implicit variables are available in the JavaScript:

object_id
A variable containing the identifier of the object
selectedRecords
An array containing one element - the identifier of the selected record
Examples
Identifier of the object that the user selected:
alert("You have selected object : " + object_id);
Dialog that shows the identifier of the first selected record:
alert("You have selected Record : " + selectedRecords[0];

Lookup a Template Variable

  1. Choose a Category.
    Category
    Each category contains a number of fields. The list of categories depends on your context.
  2. Choose a field from the Category.
    Fields
    Contains the available fields from the selected category.
    The Variable Field is populated with the syntax for your choice
  3. Copy the string and paste it into your work
    Variable field
    {$account.name}

File:notepad.png

Note: When specifying a field, you use it's internal Field Name. Not the 'Field Label that appears in the GUI.

Template Variables for Component Actions

The following template variables are available for use in Actions in Components. Some template variables are not evaluated when the action is executed. In the following table:

  • "Yes" indicates that the template variable is evaluated when the action is executed
  • "--" indicates that the template variable is not evaluated when the action is executed
A warning message is displayed when a template variable is included that is of the not evaluated type.
Category Template Variable Single Record Group Action Both

Single Record

Both

Group Action

Object{$fieldname}Yes--Yes--
$ObjectID{$object_id}YesYesYesYes
$GROUP_ACTION{$GROUP_ACTION.ids}YesYesYesYes
$CUSTOM_CONTROL{$CUSTOM_CONTROL.[ComponentName]}YesYesYesYes
User
{$user.today}YesYesYesYes
{$user.full_name}YesYesYesYes
{$user.first_name}YesYesYesYes
{$user.last_name}YesYesYesYes
{$user.email}YesYesYesYes
{$user.phone}YesYesYesYes
{$user.city}YesYesYesYes
{$user.state}YesYesYesYes
{$user.zip}YesYesYesYes
{$user.country}YesYesYesYes
{$user.title}YesYesYesYes
{$user.division}YesYesYesYes
{$user.fax}YesYesYesYes
{$user.mobile}YesYesYesYes
Template Variables for Actions Using Execute JavaScript

The following JavaScript template variables are available for use in Actions using the Execute JavaScript option. Some template variables are not evaluated when the action is executed. In the following table:

  • "Yes" indicates that the template variable is evaluated when the action is executed
  • "--" indicates that the template variable is not evaluated when the action is executed.
A warning message is displayed when a template variable is included that is of the not evaluated type.
Category Template Variable Single Record Group Action Both

Single Record

Both

Group Action

Object{$fieldname}Yes--Yes--
$AppSessionID{$AppSessionID}YesYesYesYes
User
{$user.today}YesYesYesYes
{$user.full_name}YesYesYesYes
{$user.first_name}YesYesYesYes
{$user.last_name}YesYesYesYes
{$user.email}YesYesYesYes
{$user.phone}YesYesYesYes
{$user.city}YesYesYesYes
{$user.state}YesYesYesYes
{$user.zip}YesYesYesYes
{$user.country}YesYesYesYes
{$user.title}YesYesYesYes
{$user.division}YesYesYesYes
{$user.fax}YesYesYesYes
{$user.mobile}YesYesYesYes
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