Configure actions for elements in a panel | Zoho Creator Help

Configure panel element's action

You can associate an action to each dashboard element to add interactivity. The different types of actions that you can associate to an element include:

To associate an Open url action to an element of a panel:

  1. Click to select a text, image or button element to associate the open url action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open url.
  4. In the Url section, specify a URL to be opened.
  5. In the Open in section, choose between: 
    • New window: Opens the associated resource in a new window.
    • Same window: Opens the associated resource in the same window.
    • Popup: Opens the associated resource in a popup window.

To associate an Open form action to an element of a panel:

  1. Click to select a text, image or button element to associate the open form action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open form.
  4. In the Select Form section, select the form to be opened. The list shows all the forms in the current application you are working in.
    • To choose a form in another application:  Click the Change App option. 
    • In the Application popup, select the application that holds the form to be embedded. Click Done.
    • In the slider menu on the right, under the Form section select the form to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated form in a new window.
    • Same window: Opens the associated form in the same window.
    • Popup: Opens the associated form in a popup window.

To associate an Open report action to an element of a panel:

  1. Click to select a text, image or button element to associate the open report action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open report.
  4. In the Select Report section, select the report to be opened. The list shows all the reports in the current application you are working in.
    • To choose a report in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the report to be embedded. Click Done.
    • In the slider menu on the right, under the Report section select the report to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated report in a new window.
    • Same window: Opens the associated report in the same window.
    • Popup: Opens the associated report in a popup window.

To associate an Open page action to an element of a panel:

  1. Click to select a text, image or button element to associate the open page action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Open page.
  4. In the Select Page section, select the page to be opened. The list shows all the pages in the current application you are working in.
    • To choose a page in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the page to be embedded. Click Done.
    • In the slider menu on the right, under the Page section select the page to be opened.
  5. Under the Query parameters section, enter a parameter.
  6. In the Open in section, choose between: 
    • New window: Opens the associated page in a new window.
    • Same window: Opens the associated page in the same window.
    • Popup: Opens the associated page in a popup window.

To associate an Execute function action to an element of a panel:

  1. Click to select a text, image or button element to associate the execute function action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Execute function.
  4. In the Select function section, select the custom function to be executed. The list shows all the custom functions in the current application you are working in.
    • To choose custom function in another application, Click the Change App option. 
    • In the Application popup, select the application that holds the custom function to be executed. Click Done.
    • In the slider menu on the right, under the Function section select the page to be opened.
  5. If your custom function has arguments defined, you can pass a value for it. 
  6. Enter a Success message to be returned on the successful execution of the function.

To remove any action associated with an element of a panel:

  1. Click to select a text, image or button element to remove it's associated action.
  2. In the slider menu on the right, select Action.
  3. Under Action, click Execute None.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Configure panel element's display value

                                                                                                                          Once you have added a panel template to the page builder, you can configure and customize all the elements in it including text, image and button in the panel builder. All the display elements in a panel can be configured here. This includes: ...
                                                                                                                        • 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 ...
                                                                                                                        • Associate action to panel's image

                                                                                                                          You can define an action that takes place when an image in a panel is clicked. You can link various actions to a click of an image including redirecting users to an external URL, opening a Zoho Creator component like a form, report, or a page. You ...
                                                                                                                        • Configure button action

                                                                                                                          You can define an action that takes place when a button is clicked in your page. You can link various actions to a button click including redirecting users to an external URL, opening a Zoho Creator component like: a form, report, or a page. Also, ...
                                                                                                                        • Understanding delete record action

                                                                                                                          The Delete Record action in data access of workflows is a variant of the same action in deluge script. In the latter, you need to create the code for deleting a record in the script builder. Instead, you can use the predefined action available. When ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources