Configure Actions to Associate to a Panel | Zoho Creator Help

Associate action to a panel

You can define an action that takes place when a panel is clicked. You can link various actions to a click of a panel including redirecting users to an external URL, opening a Zoho Creator component like: a form, report, or a page. You can also specify a custom function to be triggered on clicking the panel.

To configure the action to be associated with a panel

  1. Click to select a panel that you want to configure an action for.
  2. Click the  Configure  option in the toolbar in the header area of the page builder. A configuration sheet slides in.
  3. On the left side of the configuration sheet, a preview of the panel will appear. Click anywhere on the panel, excluding the image and the text area.  
  4. Choose from the Action Type dropdown, under the  Action  options on the right.

  5. Choose from the options:
    • None : Use this option to remove any action associated previously.
    • Open URL : Opens a given URL in a specified target window.
      • To configure Open URL action:
        • Select  Open URL .
        • Enter a  Url  you want to open in the space provided below.
        • Select a target window from the  Open In  dropdown. 
    • Open form : Opens a specified form. You can select a form from any application in your account.
      • To configure Open form action:
        • Select  Open form .
        • Select Form  to associate to the panel.

          Note:  The  Form  dropdown lists all the forms in the application you are currently working on. To select a form from another application, click the  Change App  option give in Blue, on the footer of the  Form  dropdown. Select another application and click  Done  to view all the forms in it. 

        • Enter a  Query Parameter

          Adding a query parameter to an Open Form action, loads the associated form with pre-filled values, for the fields specified in the parameter string.
          Parameter formats:

          1. Field link name=${page parameter name}
          2. Field name=value

          Example:

          You can pass multiple parameters separating each using the  ‘&’  symbol.

        • Select a target window from the  Open In  dropdown. 
    • Open report : Opens a specified report. You can select a report from any application in your account.
      • To configure Open report action:
        • Select  Open report .
        • Select Report  to associate to the panel.

          Note:  The  Report  dropdown lists all the reports in the application you are currently working on. To select a report from another application, click the  Change App  option in Blue, on the footer of the  Form  dropdown. Select another application and click  Done  to view all the reports in it. 

        • Enter a  Query Parameter

          Adding a query parameter to an Open Report action, loads the associated report based on the criteria specified in the parameter string.
          Parameter formats:

          1. Field link name=${page parameter name}
          2. Field name=value

          URL format for setting Report criteria with Operators other than "=" (Equal) is  FieldName1_op  &  FieldName2_op  

          Refer this  table  for the list of Constants for Operators.

          Example:

          You can pass multiple parameters separating each using the  ‘&’  symbol.

        • Select a target window from the  Open In  dropdown. 
      • Open page : Opens a specified page. You can select a page from any application in your account.
        • To configure Open page action:
          • Select  Open page .
          • Select Page  to associate to the panel.

            Note:  The  Page  dropdown lists all the pages in the application you are currently working on. To select a page from another application, click the  Change App  option give in Blue, on the footer of the  Page  dropdown. Select another application and click  Done  to view all the pages in it. 

          • Enter a  Query Parameter

            Adding a query parameter to an Open Page action provides values for parameters (associated page parameter) in the page to be opened.

            Parameter formats:
            1. Field link name=${page parameter name}
            2. Field name=value

            You can pass multiple parameters separating each using the  ‘&’  symbol.

          • Select a target window from the  Open In  dropdown. 
      • Execute function : Invokes a custom function, specified in any application of your Zoho Creator account.
        • To configure Execute function action:
          • Select  Execute function .
          • Select a custom function  to associate to the panel.

            Note:  The  Function  dropdown lists all the custom functions in the application you are currently working on. To select a function from another application, click the  Change App  option in Blue, on the footer of the  Page  dropdown. Select another application and click  Done  to view all the functions in it. 

          • Select a  Parameter

            You can choose an argument of the selected function, to pass it as a page parameter.

          • Select when to execute the function workflow:  At Once  or  After Confirmation .
            If you choose  At Once , go to the next step (v).
            If you choose  After Confirmation , you must specify the  confirmation message  and button text for the  confirm executio n and  cancel execution  buttons.  Learn more
          • Specify a  Success message  to be displayed, on successful execution of the associated function.
        • You can make the changes and close the panel configuration sheet. The changes will be auto-saved.

Confirmation for function execution in panel

Before executing actions such as deleting certain records, a confirmation for proceeding with it helps ensure you don't delete important records by accident. Sometimes, inexperienced users may never even realize that a record was deleted or that more than one record was accidentally deleted. In such instances, it is always safe to confirm the action request before execution. 

Here are some of the scenarios where actions can have confirmations before they're executed:

  • Deleting
  • Approving or Rejecting
  • Changing Status
  • Send emails
Note : In pages, this confirmation for actions is available only for executing a function.

Configure action confirmation for function execution

  1. Edit your application
  2. Open your  page builder  and select the  panel  that you want to configure an action for.
  3. Click the  Configure  option in the toolbar in the header area of the page builder. A  configuration  pane will slide in.
  4. On the left side of the configuration pane, a preview of the panel will appear. Click anywhere on the  panel , excluding the image and the text area.  
  5. Click the  Action  tab and choose  Execute function  from the  Action Type  dropdown on the right.
  6. Select a  custom function  and specify the argument value.
  7. Click  After confirmation  under the  Execute the workflow  section.
  8. Specify the following:
    • Confirmation message : The message that will be displayed in the confirmation popup informing users of the action that will take place when they confirm to execute it.
    • Confirmation execution button : The button text that will be displayed to confirm the function execution.
    • Cancel execution button : The button text that will be displayed to cancel the function execution. ​

      Note : The default values for the  Confirmation execution  button and  Cancel execution  button will be  Yes  and  No  respectively.
  9. The changes will be saved automatically. When you access your page in live mode, the confirmation popup will prompt users before the function is executed.

ZML script for confirmation of function execution

The below script shows how to configure the confirmation popup details such as confirmation message, confirmation execution button, and cancel execution button for the execute function action in the panel component:

<panel>
  <pr width='fill' height='fill'>
    <pc padding='20px' bgColor='#FFFFFF' action='ExecuteFunction' executeWorkflow='afterConfirmation' confirmationMsg='Are you sure you want to cancel the order?' confirmButtonText='Cancel' cancelButtonText='Don't cancel' parameters='string' functionName='cancelOrder' width='100%' hAlign='center' vAlign='middle' successMsg='Your order has been cancelled!'>
        </pc>
      </pr>
</panel>

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