- Configure actions to associate to a panel's image
- Configure action confirmation for function execution
- ZML implementation for action confirmation
To configure the action to be associated with a panel
- Click to select a panel that you want to configure an action for.
- Click the Configure option in the toolbar in the header area of the page builder. A configuration sheet slides in.
- 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.
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Choose from the Action Type dropdown, under the Action options on the right.
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Choose from the options:
- None : Use this option to remove any action associated previously.
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Open URL : Opens a given URL in a specified target window.
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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.
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Open form : Opens a specified form. You can select a form from any application in your account.
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To configure Open form action:
- Select Open form .
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Select Form to associate to the panel.
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Enter a Query Parameter
- Select a target window from the Open In dropdown.
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Open report : Opens a specified report. You can select a report from any application in your account.
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To configure Open report action:
- Select Open report .
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Select Report to associate to the panel.
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Enter a Query Parameter
- Select a target window from the Open In dropdown.
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Open page : Opens a specified page. You can select a page from any application in your account.
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To configure Open page action:
- Select Open page .
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Select Page to associate to the panel.
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Enter a Query Parameter
- Select a target window from the Open In dropdown.
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Execute function : Invokes a custom function, specified in any application of your Zoho Creator account.
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To configure Execute function action:
- Select Execute function .
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Select a custom function to associate to the panel.
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Select a Parameter
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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.
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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
Configure action confirmation for function execution
- Edit your application
- Open your page builder and select the panel that you want to configure an action for.
- Click the Configure option in the toolbar in the header area of the page builder. A configuration pane will slide in.
- 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.
- Click the Action tab and choose Execute function from the Action Type dropdown on the right.
- Select a custom function and specify the argument value.
- Click After confirmation under the Execute the workflow section.
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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.
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Cancel execution button : The button text that will be displayed to cancel the function execution.
- 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: