Criteria for Custom Actions
This idea may be a little obtuse to describe, but let me try:
I like the ability to add the custom action (function) button to list items...
What seems missing in this feature is criteria for when these show up. Rather than just a YES/NO for displaying for all records, does it not make sense to have an addition option to display the custom action button based on some criteria per record? For example, in an approval workflow, some value for the record must be "needs approval" and the criteria would then enable the custom action button.
To extend this, the criteria could also be global for the list. For example, only display the custom action if the time is before Noon.
Sure there are work-arounds: You may add code to the function to dis-allow actions based on criteria. But, the custom action button would still be there. Having the ability to control when the button appears for a list item seems more appropriate and would require less code.
There was (I think) a suggested community driven feature to make list views dynamic based on criteria loaded before the list is rendered. This is similar to my idea, but probably more complex for zoho to instantiate. Since each list already has lots of filtering criteria and privileges to set, my request is aligned with current operations.
Comments?
I like the ability to add the custom action (function) button to list items...
What seems missing in this feature is criteria for when these show up. Rather than just a YES/NO for displaying for all records, does it not make sense to have an addition option to display the custom action button based on some criteria per record? For example, in an approval workflow, some value for the record must be "needs approval" and the criteria would then enable the custom action button.
To extend this, the criteria could also be global for the list. For example, only display the custom action if the time is before Noon.
Sure there are work-arounds: You may add code to the function to dis-allow actions based on criteria. But, the custom action button would still be there. Having the ability to control when the button appears for a list item seems more appropriate and would require less code.
There was (I think) a suggested community driven feature to make list views dynamic based on criteria loaded before the list is rendered. This is similar to my idea, but probably more complex for zoho to instantiate. Since each list already has lots of filtering criteria and privileges to set, my request is aligned with current operations.
Comments?