Actions

Overview

This Tutorial will take you through the steps of creating and implementing custom Actions. Actions can be used in the following modules:

• Transactions

• Workflows

• Trackers

• Reports

• Classes (Items)

• Planning Boards

Actions can also be Unlinked, in which case they can be added directly to the Menu.

Actions use Items to implement the following functionality, which is explained in more detail in the Sub-topics of this section.

• Message - Generate an Error, Information, Confirmation, Warning message.

• Update SQL - SQL is used to update data

• Create a New Record - Creates a New record in Transactions, Classes, Workflow.

• Open Transaction

• Open Report

• Copy Rule - Implements a Transaction Copy Rule.

Note

When multi-selected Transactions are actioned, ONLY the Error messages are checked before completing the Action. The Action will start with a standard confirmation message (similar to Batch Updates) and end with an Information message that will display the number of records that have been updated and the log of error messages for the records that have not been updated.