Actions

QuickEasy BOSEnterprise allows you to create your own clickable Action buttons, additional to the default Actions provided in the Transaction Module's Actions button. In the Action Setups you are able to set-up tasks/actions the application will perform, when the button is clicked in the linked Module, by making use of SQL scripts.

The created Action buttons will be displayed in the linked Transaction, Workflow, Report or Class Module's header. Keep in mind that adding too many Action buttons to one Module will result in a messy Interface, especially on small screens.

Discover Actions

Get Started

  • Actions are "add-ons" to Transactions, Workflow and Class Modules. So ensure to first create those modules before attempting to create Actions.

  • User Access must be granted to access Actions Setups. Actions Setup User Access is Role based, navigate to Main Menu > Setup > Settings > Roles tab > Actions Group > Actions Setup - Access Allowed.

  • Once you've created Actions you must provide Role Access to make the button available in the Module's header. Navigate to Main Menu > Setup > Settings > Roles tab > Actions Group > Actions - Access Allowed and click on the Edit text in the Value field. Here you are able to provide Access to the existing Actions.

    • This can also be done by clicking on the Menu button in Actions Setups (more below).

Actions Setup

Navigation

Main Menu > Setup > Actions

  1. Actions Data Grid - All the Actions created on the database will be listed here.

  2. Hide/Show Actions Grid - This will hide or show the Actions data grid (1) and expand the Action Setup interface.

  3. Up/Down arrows - These buttons allows you to navigate through the Actions listed in the Actions data grid (1).

  4. Edit - If you wish to edit an existing Action, you must first click this button.

  5. New - This will create a new Action, populating the Actions data grid (1) with a new row.

  6. Copy - This allows you to copy an Action. This is handy when you want to create an Action similar to an existing one. When copying an Action, it will be copied with all it's Items and SQL.

  7. Module - Here you are able to specify the Transaction, Workflow, Report or Class Module the Action is to be linked to, i.e., in which Module the Action button will appear. This drop down list will populate with all the existing Modules within the database.

    • Not Linked - These Actions include all the standard functionality and can be executed from a Menu Item. Use the Main Menu > Setup > Menu Manager to add the Action to a Menu: Type = Action.

  8. Description - Enter a description for the Action here.

  9. Caption - Enter a Caption for the Action here.

  10. Button Caption - Here you are able to enter the Action button's Caption. This will be the name of the button displayed in the linked Module's header.

  11. Items Data Grid - This data grid will list all the Items added to the Action. These Items are what makes the Action work.

  12. Add - Click this button to add Items to the Action.

  13. Type - This field specifies the Type of Item. You are able to select from the following Action Item Types:

    • SQL Update - This will update the database with the SQL entered.

    • Message - Error - This will prompt the User with an Error message when the records in the linked Module does not comply with the SQL.

    • Message - Confirmation - This will prompt the User with an Confirmation message.

    • Message - Information - This will prompt the User with an Information message.

    • Message - Warning - This will prompt the User with a Warning message.

    • Open Transaction - This will open a Transaction specified by the SQL.

    • Open Report - The Report Type Item uses SQL and must return the minimum of a REPORTID field, which will be the ID of the Report that gets opened. The SQL can also include the Values for other filters required by the Report. E.g., CUSID, DATESTART, DATEEND, etc. These will automatically be assigned to the data filter on the Report. The Fieldname must be the same as the Paramname.

    • Copy to Quotations - This will copy the linked Module's records to a Quotations.

    • Copy to Sales Order - This will copy the linked Module's records to a Sales Order.

  14. Description - Enter a description for the Item here, explaining the purpose of the Item.

  15. By right-clicking on an Item (or by clicking on the Ellipsis) will provide the following additional functionality:

    • Edit SQL - This will open the SQL Editor where you can create or edit SQL scripts for the selected Item. See image below:

    • Edit Note - This allows you to create or edit a Note that will describe the purpose of the Item.

    • Copy Item - This allows you to copy an Item.

    • Delete Item - This will delete the selected Item.

    • Move Up/Down - This will move the selected Item up or down in the Items data grid (11).

16. Menu - The Menu button provides the following additional functionality:

    • Set Role Access - This allows you to specify the Roles that will have access to the selected Action. This can also be done in Main Menu > Setup > Settings > Roles tab > Actions Group > Actions - Access Allowed.

    • Import - This allows you to import an Action.

    • Export - This allows you to export the selected Action.

    • Delete Action - This will delete the selected Action.

    • Save/Restore Grid - This allows you to Save and Restore the data grid.

17. Updated - This displays the User who last updated the Action as well as the Date and Time.

See below an example of an Action button created for Quotation Transactions:

Note

Contact QuickEasy Helpdesk for Actions Assistance.