Data view actions empower end users to interact with individual records within a data view, allowing them to launch a module and trigger specific actions associated with that record or launch another data view and show relationships or other dependancies.
Note on legacy behavior: Data view actions
Please be aware that new data view actions now utilize Start parameters instead of URL parameters to transmit data to modules. While existing actions will continue to operate as intended for the time being, it is advisable to transition to the new process by creating and configuring a new action while deleting the existing one.
For example, in a procurement management tool, employees can use data view actions to review and cancel open requests directly within the data view.
While a data view action is attached to one specific record, global actions are available at the top level of a data view; learn more about data view global actions.
This data view displays item requests. Employees can view their requests and cancel open requests.
Launch module at record with an action
To add a data view action that launches a module, follow these steps:
- Go to the data view configuration and select the ACTIONS tab.
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Click on + Add action and provide a meaningful name.
This text will will displayed to your end users. Feel free to use emojis to enhance visual appeal or add context within the data view. - As your Action target, select Module.
- Choose between two available options:
a. Select a Destination module from the list of existing modules within your application.
⬇️ For a more detailed, step-by-step guide, expand this sectionChoosing a Destination module from the dropdown list will create a clickable link for end users, opening the associated module in a new window for processing the selected record.
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If no start parameters are configured in your destination module, the following text will be displayed: This destination currently has no parameters configured.
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Open your destination module and click on the START node to configure a start parameter. Then, add a Read From a Database action and reference the new start parameter in the ID field.
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Return to your data view configuration and click on the two arrows icon to refresh the start parameter view. Select the corresponding field next to the parameter name.
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Save your data view.
b. Click on + Create new module to generate a module.
For a more detailed, step-by-step guide, expand this sectionSelecting this option will create a module including a preconfigured Start parameter that allows for accessing and processing information from the data view record.
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Configure the destination module by clicking Open module in new tab directly from within the data view configuration.
The new destination module includes a preconfigured start parameter in the START node and a preconfigured parameter in the Read From a Database action, facilitating the seamless transfer of data between the underlying database and the data view action’s destination module. -
Customize the module with your specific logic and publish it.
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Return to the data view configuration. The corresponding ID field is already pre-selected. Save the data view.
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Launch data view at record with an action
To add a data view action that launches another data view, follow these steps:
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Go to the data view configuration and select the ACTIONS tab.
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Click on + Add action and provide a meaningful name.
This text will will displayed to your end users. Feel free to use emojis to enhance visual appeal or add context within the data view.
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As your Action target, select Data view.
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Select a Destination data view from the list of existing data views within your application.
Choosing a Destination data view from the dropdown list will create a clickable link for end users, opening the associated data view for processing the selected record.
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Optionally, you can provide a custom title that is displayed in place of the pre-configured data view name.
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When no parameters are configured in your destination data view, the following text will be displayed: This destination currently has no parameters configured.
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Once you have configured parameters for the destination data view in a different window, return to the data view action configuration in this window and click on the two arrows icon to refresh the parameter section. Then, select the corresponding field next to the parameter name.
- Save your data view.
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Display actions conditionally
You can make your data view actions more context-sensitive by controlling when they are visible. Here is how to do it:
- Select Show conditionally for the data view action you want to configure.
- Add a condition that determines under what circumstances the action should be visible for a record. This condition is based on the values in certain fields of the record.
- In the value field of the condition, type a value. For date values, make sure to input them in the YYYY-MM-DD format (e.g., 2022-10-19).
This way, you can ensure that your data view actions are only displayed when specific criteria are met, making them contextually relevant for each record. For example, only display the Cancel action to employees when their request has not yet been processed by the manager.
Known limitations
- The built-in parameters
{{current_user_email}}
and{{current_date}}
are not supported in data view actions.