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Actions & Use Cases

ActionDescriptionUse Case
Update RowThe "Update Row" action button will allow you to update one or more fields of the specific row/record within your views, ensuring that your information is always accurate and up-to-date.Implement approve/reject buttons on a card view to change the status of a request to 'approve' or 'reject'.
Delete RowThis action permanently removes a row from your table (unless restored from the trash section). Be cautious, as this operation cannot be undone directly.Eliminate outdated entries, such as canceled orders or expired product listings.
Update Row Using FormThis action lets you update a row/record data similar to the 'Update Row' action, but using a pre-built form, making it easier to input or edit large or complex entries.When a user clicks 'update' in a card view, a form with the card's details opens, allowing the user to update multiple entries at once.
Add CommentThe "Add Comment" feature allows you to leave notes on a row for future reference or collaboration.In card view, include an "Add Comment" button that opens a comment box for users to enter their notes.
Create HTMLThis action generates an HTML representation of your table or specific rows, which can be shared or embedded on websites and stored in a field. You will need to specify the field while creating this action.Create an action called 'generate invoice' that uses a pre-built form to create the invoice HTML and store it in a field as a link to the invoice.
Workflow TriggerWorkflow triggers are available in worksheet which can be connected to a workflow.Set up a workflow trigger called 'send email' that sends emails to specified contacts using a predefined email template stored in the workflow whenever the trigger condition is met.
Open LinkThe "Open Link" action allows you to link specific rows to external URLs, enabling you to provide additional resources or connect to related data outside the app.Link to an online order page, customer profile, or external documentation related to the row’s data.