Define actions in spreadsheet report | Zoho Creator Help

Define actions in spreadsheet report

Defining menus helps user perform actions such as delete, add, print, export, and import.

To define actions in spreadsheet report:

  1. Navigate to the Design page.
  2. Select Action.
  3. Click the (+) icon.
  4. Choose the required action from the list. The selected action will be added to the menu list.

Upon accessing the application, the menus will be collectively displayed as icons. Click the respective icon to select the required action.

To remove actions:

  1. Hover on the action in the list under Action section.
  2. Click the Delete icon. The menu will be removed from the list.

Upon accessing the application, you will find that the menu is not displayed.

To edit action label names:

  1. Hover on the action in the list under Action section.
  2. Click the Edit icon. The label name enables editing.
  3. Type in the required name for the action.
  4. Press enter. The change will be saved.

Upon accessing the application, you will find that the action's label name is changed.

Related Topics


      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 FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile 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 FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure 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

                                                                                                                            • Define Detail View Actions

                                                                                                                              This page is relevant for all report types except spreadsheet, pivot chart and pivot table. Define the actions that must be displayed within a record's detail view. It helps the user perform actions like edit, delete, and duplicate. To define detail ...
                                                                                                                            • Define Quick View Actions

                                                                                                                              This page is applicable to all report types except spreadsheet, pivot chart, and pivot table Define the actions that must be displayed at the event of a click action or gesture. It helps the user perform actions like edit, delete, duplicate, and view ...
                                                                                                                            • Understand spreadsheet report

                                                                                                                              The spreadsheet report enables you to view records in a table grid arrangement. The information is distributed into rows and columns, with the fields occupying the column headers and the field values occupying the rows below. This report behaves like ...
                                                                                                                            • Creating an action item

                                                                                                                              This page is relevant for all report types except pivot chart and pivot table. Note: Action items configured in your reports will not be exported. To create an action item: Navigate to Design page. Click the web, mobile, or tablet icon to create ...
                                                                                                                            • Understand map report

                                                                                                                              Map report displays records that are driven by geographical locations. The report is based on location field type, and the recorded locations are plotted on a typical map. For instance, you have an application to manage the garbage collection system ...
                                                                                                                              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