Create Custom Action | Customize Report | 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.

Create an action item

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
  6. Enter the name of your action item.
  7. Select the event at which the workflow must run.
  8. Specify the condition, if you have selected On Condition option.
  9. Enter the name of the workflow.
  10. Click the Create Workflow button. The workflow builder appears
  11. Click Add New Action.
  12. Select required Action Type.
  13. Define specifics pertaining to the action.
  14. Click Done.
  15. Click Create button. The action is included.

  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

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