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'''Designer > Data > Objects > {object} > Actions'''
'''Designer > Objects > {object} > Actions'''


Custom actions can be created and invoked when displaying data records.
Custom actions can be created and invoked when displaying data records.
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==About Actions==
==About Actions==
An Action can execute any of the following:
An Action can execute any of the following:
* A [[Components|component]] which is an element written in HTML and JavaScript
* A [[Pages|page]] which is a standard JSP (JavaServer Page) page with custom user interface elements or an independent tab
* A [[Pages|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
* JavaScript that uses [[AJAX and REST]] to interact with the platform
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The action can run against a single record, multiple records (via [[More Actions]]), or both single and multiple records.
The action can run against a single record, multiple records (via [[More Actions]]), or both single and multiple records.


:''Compare to [[Workflows#About States, Actions, and Decision Boxes|Actions in Workflows]] and [[Manage Related Information]]''
===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]]


== Single Record and Group Actions via the User Interface ==
===Learn More===
For a single record, a user invokes the action button(s) from within the record - note the action buttons located in the heading bar:
''Compare to:''
:[[File:record.gif|none|thumb]]
:* [[Workflows#Workflow Actions|Workflow Actions]]
:* [[Manage Related Information]]


For  multiple records, a user invokes the action via [[More Actions]]:
==Working with Actions==
:[[File:moreactions.gif|none|thumb]]


== Add an Action ==
=== Add an Action ===
Follow these steps to add an action:
Follow these steps to add an action:
# Click '''Designer > Data & Presentation >  Objects > {object name} > Actions'''
# Click '''Designer > Objects > {object name} > Actions'''
# Click the '''Add Action''' button
# Click the '''Add Action''' button
# In the Action Information Section, complete the following information:
# Fill in the Action settings
#;Name:Unique action name
# Click '''[Save]'''
#:Use alphanumeric characters or underscore
 
=== Edit an Action ===
Follow these steps to edit an action:
# Click '''Designer > Objects > {object name} > Actions'''
# Click the title of the action
# Click the '''[Edit]''' button
# Modify the Action settings.
# Click '''[Save]'''
 
=== Delete an Action ===
Follow these steps to delete an action:
# Click '''Designer > Objects > {object name} > Actions'''
# Click the title of the action
# Click the '''[Delete]''' button
 
==Action Settings==
 
===Action Information section===
#Provide basic information:
#;Name:Unique name for the action
#:Use alphanumeric characters and underscores
#;Title:Field display label
#;Title:Field display label
#;Type:Select the type of action:
#;Type:Select the type of action:
#:* Invoke Component
#:* Invoke Page
#:* Invoke Page
#:* Execute JavaScript
#:* Execute JavaScript (single-record action only)
#::[[File:actiontype.gif|none|thumb]]
#If ''Invoke Page'' was selected, select it from the list
# If a page or component is selected, specify a name
#Select the invocation point:
# Select the invocation point:
#* '''Single Record:''' The action works on a single record
#* Group Action: The action runs against multiple records
#* '''Group Action:''' The action works on a group of records selected in a [[View]]
#* Single Record: The action runs against a single record
#* '''Both:''' The action works on both single records and groups of records
#* Both: The action can run against both a single record or multiple records
#:: ''Note:'' The Group Action and Both options are not present if the action type is Execute JavaScript.
# Optionally, click the [Enabled] checkbox to make the action immediately available
#Optionally, unclick the ''Enabled'' checkbox to disable the action
#Optionally, click the [[#About Requires Record Selection during Group Operation|Requires Record Selection during Group Operation]] checkbox (this option appears only when Group Action or Both are selected as the invocation point)
#Optionally, click the [[#About Requires Record Selection during Group Operation|Requires Record Selection during Group Operation]] checkbox (this option appears only when ''Group Action'' is selected as the invocation point)
#:[[File:actions.gif|none|thumb]]
# If ''Execute JavaScript'' was selected, enter the [[JavaScript]]
# If ''Execute JavaScript'' is selected, enter the JavaScript
#:'''Tip:''' Use the [[Template Variable Tool]] to get available [[#Template Variables|Template Variables]]
#:Tip: Use the Template Variable Builder, which provides a list of available [[#Template Variables|Template Variables]]
# Select the user [[Roles]] which can execute the action
# Click the '''Save''' button.
 
===Considerations===
 
*If [[#Template Variable|Template Variable]]s are used in the Component and JavaScript code:
:*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 (i.e., the 360 degree view)
 
*Warning Messages:
:*If the Action type is ''Invoke Component'', this warning message is displayed when the invocation point is selected as Group Action or Both:


::''WARNING! Template variables used in component other than User category will not be replaced by its corresponding values if Invocation Point is Group Action/Both''
===Packaging Options Section===
Choose whether or not allow an installer to disable the action.


:*If the Action type is ''Execute JavaScript'' this warning message is displayed when the invocation point is selected as Group Action or Both:
===Available Roles section===
Select the user [[Roles]] which can execute the action. The action button appears only for users in those roles.


::''WARNING! Template variables used in JavaScript other than User category will not be replaced by its corresponding values if Invocation Point is Group Action/Both''
====Considerations====


:*If [[#Template Variable|Template Variable]]s are used in the Component and JavaScript code:
::*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


===About Requires Record Selection during Group Operation===
====Requires Record Selection during Group Operation====
The ''Requires Record Selection during Group Operation'' option defines the type of Group Action to create.  
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 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
:*If not checked, the Group Action can execute when no records are selected


===Template Variables===
==Using Template Variables==
{{:Template Variables for Actions and Components}}
{{:Template Variables for Actions and Components}}
 
<noinclude>
== Edit an Action ==
Follow these steps to edit an action:
# Click '''Designer > Data & Presentation >  Objects > {object name} > Actions'''
# Click the title of the action
# Click the '''Edit''' button
# Edit the action.
# Click the '''Save''' button
 
== Delete an Action ==
Follow these steps to delete an action:
# Click '''Designer > Data & Presentation >  Objects > {object name} > Actions'''
# Click the title of the action
# Click the '''Delete''' button
 
 


[[Category:Objects| 4]]
[[Category:Objects| 4]]
 
[[Category:{{features}}]]
<noinclude>[[Category:{{features}}]]</noinclude>
[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 03:43, 9 March 2013

Designer > Objects > {object} > Actions

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

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.)

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.

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

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}

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} Yes Yes Yes Yes
$GROUP_ACTION {$GROUP_ACTION.ids} Yes Yes Yes Yes
$CUSTOM_CONTROL {$CUSTOM_CONTROL.[ComponentName]} Yes Yes Yes Yes
User
{$user.today} Yes Yes Yes Yes
{$user.full_name} Yes Yes Yes Yes
{$user.first_name} Yes Yes Yes Yes
{$user.last_name} Yes Yes Yes Yes
{$user.email} Yes Yes Yes Yes
{$user.phone} Yes Yes Yes Yes
{$user.city} Yes Yes Yes Yes
{$user.state} Yes Yes Yes Yes
{$user.zip} Yes Yes Yes Yes
{$user.country} Yes Yes Yes Yes
{$user.title} Yes Yes Yes Yes
{$user.division} Yes Yes Yes Yes
{$user.fax} Yes Yes Yes Yes
{$user.mobile} Yes Yes Yes Yes
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} Yes Yes Yes Yes
User
{$user.today} Yes Yes Yes Yes
{$user.full_name} Yes Yes Yes Yes
{$user.first_name} Yes Yes Yes Yes
{$user.last_name} Yes Yes Yes Yes
{$user.email} Yes Yes Yes Yes
{$user.phone} Yes Yes Yes Yes
{$user.city} Yes Yes Yes Yes
{$user.state} Yes Yes Yes Yes
{$user.zip} Yes Yes Yes Yes
{$user.country} Yes Yes Yes Yes
{$user.title} Yes Yes Yes Yes
{$user.division} Yes Yes Yes Yes
{$user.fax} Yes Yes Yes Yes
{$user.mobile} Yes Yes Yes Yes
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