How to create actions

How to use Action for various Activities

Create Action

We can create actions at every worksheet level. Actions are used for various purpose. For ex, if you want to collect order from a catalog, you can convert a child worksheet form as action button named 'order' in catalog view. We will use this example in current guide. Another use case is when you want to give approve/reject button to update a field in a table, you can create action. Another one could be you can collect comments from action button. We can have multiple ways to look at action.

Call an action from any worksheet. Check the picture below:

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Once clicked, it opens up the action window. It has two tabs, one to create a new action and other to edit old actions. check the picture below.

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In this guide, we will create one action for child form which we want to use for accepting order. Let's create one action named 'order' and select Action as 'form' for it. check the picture below:

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After that it will list all forms available for this action. Just select one form and click create the action.

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Attach Action to card view

This will create an order action for us. Now we just have to attach this action to our views, in case of card view one can use configure button to attach this action as shown in pic below:

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Attach Action to sheet view

For sheet view, you can add action button by creating a new field with type: Action. Check the picture below.

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This example showed us how to add action button to collect orders at catalog. We will see lot more of actions like approvals, comments etc in other guides.