Quick View Actions in Kanban Report | Reports | Zoho Creator Help

Understand quick view actions in kanban report

Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to your report.

There are actions that are applicable to the records in the the quick view. You can perform an action to a record on making the gesture that allows you to use the actions. Let's assume that you have a Project Management application in which you have an Status tracking report with the projects are categorised under different status: Yet to start, In Progress, Reviewed, and Completed. In that report, you have to change the status of a few records. Right click on the record and select edit. Change the status of the record. The change will reflect in your report.

The following are the predefined actions that are available in the application:

View a record

This action enables you to view a chosen record. It appears either on click or on right click of a record, depending on configuration. Selecting View record displays the detail view to the user.

Edit record

In quick view, editing allows you to edit a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting edit displays the edit screen wherein you can make the changes to the field values. On the other hand, you can also select multiple records, at the event of which, the edit screen enables you to change field values in bulk.

Delete record

In quick view, deleting allows you to delete a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting delete removes values. On the other hand, you can also select multiple records, and delete the records.

Duplicate record

In quick view, duplicate action allows you to duplicate a record. The action appears either on click or right click of a record, depending on the predefined conditions. Selecting duplicate displays makes a copy. On the other hand, you can also select multiple records, at the event of which you make copies in bulk.

Action item

Action item could be defined as an alternative to the exiting system actions, which include edit, delete, duplicate, and view record. Zoho Creator enables you to interact with your report using these actions. But when you are faced with a peculiar scenario that needs an action that has a logic that differs from the existing supply of actions, the predefined action item provides you with a solution.

Adding an action item requires you to create a workflow that defines the principle and logic that composes that intended action. This action is made available as a button in the header of your report or record or as a menu along with the other system actions. Clicking this button or menu takes effect on the report or record, applying the logic that you have already configured. Based on this logic, the exclusive action is executed giving you the required result.

Let's assume, you have a Project Management application that has employee related information. The application includes a task management report that compartmentalizes the tasks based on the level of completion. Let's say there is action item called Clear Completed Tasks in the report. The predefined menu item encapsulates a workflow that removes all the completed tasks from the report with a click of the button.


The following are the events at which the actions are displayed:

Action on a single record

Let's assume that you need to correct a typographical error in a record. On selecting the record and clicking the edit icon, the respective form will appear, with the existing data. You can make the correction and submit the form. You will find that the change reflect in your report.

On click of a record

Actions appear at the event of clicking a record. Let's say you have defined that the actions edit and delete should be made available on click of a record. When the user clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and Delete.

On right click of a record

Actions appear at the event of right clicking a record. Let's say you have defined that the actions edit and view record should be made available on right click of a record. When the user right clicks a particular record in the report, the actions configured for that event will be displayed. In this case, Edit and View Record.

Related Topics

  1. Define quick view actions


    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          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 SalesIQ Resources



                                                    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

                                                                                      • Understand reports

                                                                                        A report is a compilation of data collected using a form in the created application. Zoho Creator incorporates reports as one of the components to complete the purpose of the application that you create. A report collates and presents information to ...
                                                                                      • Understand quick view layouts in kanban report

                                                                                        A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                      • Understand quick view actions in calendar report

                                                                                        Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to your ...
                                                                                      • Understand quick view actions in spreadsheet report

                                                                                        Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are ...
                                                                                      • Understand quick view actions in timeline report

                                                                                        Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to your ...
                                                                                      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