Create Custom Action | Zoho Creator Help

Create Action Item

This page is relevant for all report types except pivot chart and pivot table.
Note: Custom Actions (action items) configured in your reports will not be exported.

To create an action item:

  1. Navigate to Design page.
  2. Click the web, mobile, or tablet icon to create action item for the required mode.

  3. Select Quick View or Detail View tab. Ignore this step for spreadsheet report.
  4. Select the Actions section.
  5. Click the plus icon for one of the following:
    • For single record
    • For right click of record
    • For Multiple Records
  6. Enter the name of your action item.
  7. Select the event at which the workflow must run.

  8. A pop-up will be shown to set condition, if you have selected On Condition option. Specify the criteria in the Set Condition popup and click Done.

  9. 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.

  10. When you select After Confirmation, you will be shown a pop-up, where you need to enter the message to show in the confirmation popup to the user.

  11. Enter the name of the workflow.

  12. 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. 

  13. 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.
  14. Click the Create Workflow button. The workflow builder appears

  15. Click Add New Action.
  16. Select when to run the action. If you have selected the On Condition option, additional fields will be shown to set criteria. Specify the criteria.

  17. Select the required Action Type.

    1. 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 argument.

  18. Define specifics pertaining to the action.
  19. Click Done.
  20. Click Create button. The action will be included in the report.
  21. In live mode the action item will be displayed as shown below,
    1. For single record
    2. For right click of record

    3. For Multiple Records

  1. Understand quick view actions in list report
  2. Understand quick view actions in spreadsheet report
  3. Understand quick view actions in calendar report
  4. Understand quick view actions in timeline report
  5. Understand quick view actions in kanban report
  6. Understand quick view actions in map report

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      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 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

                                                                                                              • Display custom action button for specific records

                                                                                                                Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                                              • How to copy a subform data to another subform using a report action

                                                                                                                The values in a subform of a record can be copied to another form's subform using Deluge within the report actions. This allows seamless transfer of subform data between forms, ensuring consistency. For example, consider a Zoho Creator resource ...
                                                                                                              • Update a form using custom action (from another form's report)

                                                                                                                Requirement   Update a form using a custom action configured in another form's report. Use Case In an engineering college student management application, a student may withdraw at any time of the academic year. Whenever a student applies for ...
                                                                                                              • Disable Custom Actions after n times

                                                                                                                Requirement  A custom action on a report has to be disabled after it is triggered three times. Use Case  We have an app to maintain customer invoices. After an invoice is created, the staff can email the invoice to the customer with the click of a ...
                                                                                                              • Update an existing record using stateless forms

                                                                                                                Requirement   Use details specified in a stateless form to modify records in the main form. Use Case   In an order management system, a customer has placed an order and wants to cancel it. The administrators allow for cancellation by accepting the ...
                                                                                                                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