Configuring App Actions

Article Number:040487

If you configure app actions, you can copy the record data to the specified apps.
The following sections explain how to configure and use the app actions.

Image of the created action Image of the created action

Steps to Configure App Actions

In this example, you configure an action to copy customer information from a customer list app to an order management app.

  1. Open the customer list app.

  2. Click the app settings button Settings button at the upper right of the "View" screen, select the App Settings tab, and then select Actions under Advanced Settings.

  3. Click New on the upper left side of the action setting screen. Creating an action Next, configure the action.

  4. In the Name input field, enter the action button name to be displayed on the "Record Details" screen.
    In this example, set the name to "Add to Order Management App".
    Action Settings

  5. In the Target input field, select the app to which the data is copied.
    In this example, select the order management app. Select Departments

  6. For Field Mappings, specify the source field and the destination field for copying data.
    Fields in a table are displayed in the "Table name > Field name" format.
    Action Settings You can also click Clear All to delete all the mappings that you already configured.

  7. Configuring the setting in the Available To section, you can limit the users for whom the created action button is displayed.
    If necessary, delete the predefined setting (Everyone) and add users, departments, or groups for which the action you create will be available. Select Departments

  8. Click Save.

  9. Click App Settings in the message displayed at the top of the screen or click Settings in the breadcrumbs. Back to App Settings

  10. Click Update App on the upper right of the App Settings screen and click OK.

The action has been successfully created and configured.
The created action button, "Add to Order Management App", is displayed in the record details screen.
Image of the created action

If you have set Process Management, the Process Management action button is also displayed.

Using the App Actions

Use the created action to copy data from the customer list app to the order management app.

In the record details screen of the customer list app, click the action button "Add to Order Management App" that you created.
In the order management app, the add records screen opens with the contents of the specified field copied. Update App

Changing the Display Order of Action Buttons

Displaying multiple actions On the record details screen, the actions buttons are displayed according to the display order (from top to bottom) that you set in the action setting screen.
To change the display order of action buttons, open the app action setting screen, and drag the arrow buttons located on the left of each action.
Reordering the actions

After changing the display order, click App Settings in the message displayed at the top of the screen or click Settings in the breadcrumbs.
Back to App Settings

Click Update App on the upper right of the App Settings screen and click OK.
The updated display order of the action buttons will not be applied to the record details screen until you update the app.

Changing the Settings of App Actions

  1. Click the edit button Edit button for the app action whose setting you want to change.
    Back to App Settings

  2. Change the setting in the "Action Settings" screen.

  3. After changing the setting, click App Settings in the message displayed at the top of the screen or click Settings in the breadcrumbs.

  4. Click Update App on the upper right of the App Settings screen and click OK.

Deleting App Actions

  1. Click the Trash button Trash button for the app action you want to delete, and click Delete. Back to App Settings

  2. After you delete it, click App Settings in the message displayed at the top of the screen or click Settings in the breadcrumbs.

  3. Click Update App on the upper right of the App Settings screen and click OK.