1. What does this page cover

2. Availability

1. Available across all plans of Creator
   
2. Can be configured only by admins and developers for the users to access
   
3. Available in all report types, except for pivot chart and pivot table
   

3. Action item in report

3.1. Business use case

3.2. Navigation guide

3.3. Steps to configure an action item

1. Navigate to the preferred report in the edit mode of the application and click the mobile or tablet icon to create an action item for the required device type.
   
2. Select the Quick View or Detail View tab. Skip this step for Spreadsheet reports, as they only have a consolidated view where records are displayed in a spreadsheet format.
   
1. Quick View: The configured action item will be displayed when the action is performed on a record in the quick view of the report.
   
2. Detailed View: The configured action item will be displayed when the action is performed on a record in its detailed view.
   
3. Select the Actions tab. You’ll see the default actions organized into sections based on when each action is displayed.
   
4. Click the plus (  ) icon in the preferred sections listed under the Quick View or Detailed View actions:
   

   Quick View

   Detailed View

   On Tap of a Record: Action items will be displayed when the record is tapped. Select the preferred action item to execute. If only one action item is available, it will be executed directly. For Single Record: Action items will be displayed when clicking the horizontal ellipsis next to the record. Select the preferred action item to execute. For Long Press of a Record: Action items will be displayed when long-pressing the record. Select the preferred action item to execute. For Swipe Left of a Record: Action items will be displayed when swiping from left to right on the record. Select the preferred action item to execute. For Swipe Right of a Record: Action items will be displayed when swiping from right to left on the record. Select the preferred action item to execute. For Multiple Records: Action items will be displayed after selecting multiple records. Select the preferred action item to execute. For Selected Record: Action item will be displayed when clicking the horizontal ellipsis in the detailed of the preferred record. Select the preferred action item to execute.

   For Selected Record: Action item will be displayed when clicking the horizontal ellipsis in the detailed of the preferred record. Select the preferred action item to execute.

   
   
1. Note:  If an action is already set up on the web or in another section, clicking the plus ( + ) icon will display them along with other actions that are not yet added to this section. You can select an existing action to add it, or click + Add new item to create a new one.
   
5. Enter the name of your action item and select whether you want to enable it based on a condition. The action item will be accessible to the user only when the specified criteria are met. Otherwise, it will remain disabled. For example, in a task tracking application, you can set a condition to enable the action item 'Mark as Completed' only when the task status is 'In Progress'. This ensures that the action item becomes accessible only at the appropriate stage, and upon execution, it updates the task status to 'Completed'.
   
1. A pop-up will be shown to set the condition, if you have selected the On Condition option. Specify the criteria in the Set Condition popup and click Done.
   
6. Select when to execute the workflow. If you want to execute the workflow directly after clicking the action, select Once or select After Confirmation, If you want to show the confirmation message as a pop-up when the user clicks the action item in the report before executing.
   
1. When you select After Confirmation, you will be shown a pop-up. Select the either of the following tabs:
   
1. Individual Record: Configure the pop-up to be displayed when triggering the action item for a single record.
   
2. Multiple Records: Configure the pop-up to be displayed when triggering the action item by selecting multiple records.
   
2. Enter the message to be displayed and button texts in the confirmation pop-up on executing the action item on and click Done.
   

Note:
1. For individual records: You can include values from the fields of the respective record in the pop-up message by clicking 'Insert Fields.'  This allows dynamic content based on the selected record.
   
2. For multiple records: Only the record count can be dynamically added to the pop-up message. Field values from individual records cannot be included.
3. 
   
   
7. Enter the name of the workflow.
   
8. If you are creating an action For Multiple Records, you will be shown two options additionally to choose whether to execute the action for each record or for the collection of record.
   
Info: Execute Action for Each Record will repeat the workflow for every single record (Ex: If 3 Selected Records selected the workflow would run 3 times), whereas Execute Action for Collection of record will run the function only once regardless of the selection of multiple records.

For example: Let’s consider a shipment organization that uses a Creator application to track package statuses. An action item is configured to send email notifications to customers when their packages reach the hub.



1. If the action item is configured using Execute Action for Each Record, the workflow will run individually for every selected record, sending personalized email notifications to each customer.
   
   
2. If the action item is configured using Execute Action for Collection of Records, the workflow will run only once, regardless of the number of records selected. In this case, the organization can get a single consolidated notification updating the status of all delivered packages at the end of the day.
   
9. Click the Create Workflow. The workflow builder will appear.
   
10. Click Add New Action.
    
11. Select when the action should run. If you choose the On Condition option, additional fields will appear to set the criteria. Specify the required criteria.The configured action will be executed only if the condition is met when the action item is clicked.
    
12. Select the preferred Action Type.
Note: For multiple records, if the action is selected to execute on the collection of records, the function selected in the Deluge script action item must have a form object as an argument.

13. Define specifics for the selected action type and create a Workflow. Click Done.
    
14. Click Create. The action will be included in the report.
    
Note: The workflow configured in the action item will be listed under Report workflows under the Workflows tab in the edit mode of the application. Learn more 

4. Accessing report actions in the application's live mode on mobile or tablet

1. Adding an action item
   
2. Removing an action item
   
3. Editing label names of actions
   
4. Editing an action item
   

5.1. Adding an action item

1. Navigate to the Actions tab under the Quick View or Detail View section of the preferred report in the application's edit mode.
   
2. Click the plus(  )icon in the preferred sections listed under the Quick View or Detailed View actions. Actions that are not yet added to the selected section will be listed. This includes actions configured for the web or created in other sections for mobile or tablet.
   
3. Click on the preferred action to add it to the list. If you would like to create a new action item, click + Add new action. Learn how to create a new action item
   

Note: If all the available actions are added in the selected section, you'll be prompted directly to create a new action item upon clicking the plus (  ) icon.

5.2. Removing an action item

1. Navigate to the Actions tab under the Quick View or Detail View section of the preferred report in the application's edit mode.
   
2. Hover on the action listed under the respective section and click the delete (  ) icon. The action will be removed from the list.
   

Note: If you remove a custom-configured action that is not used in any other section, a pop-up will appear asking whether you want to delete the action permanently or save it for later. Choosing Delete will remove the action permanently, while Save for later will remove it from the current section, but allow you to re-add it later.
 

5.3. Editing label names of actions

1. Navigate to the Actions tab under the Quick View or Detail View section of the preferred report in the application's edit mode.
   
2. Hover on the action listed under the respective section and click the edit label (  ) icon. Type in the required name for the action and press enter to save changes.
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3. Type in the required name for the action and press enter to save changes.

5.4. Editing an action item

1. Navigate to the Actions tab under the Quick View or Detail View section of the preferred report in the application's edit mode.
   
2. Hover on the custom action item listed under the respective section and click the edit (  ) icon.
   
3. Make the necessary changes, such as renaming the action, setting condition criteria, or adding a confirmation message.
   
   
4. Click Edit Workflow to make changes to the associated workflow.
   
5. Click Done after making changes to the workflow.
   
6. Click Update to apply the changes.
   

6. Related links

1. Creating an action item