Actions

Previous Next

What is an Action?

Actions are operations that can be performed on the DataView such as creating, deleting or altering objects.

Actions are available depending on the type and configuration of each DataView, some DataViews do not expose any actions some will expose many.

An Action has one of 3 types: Create, Delete or Advanced (Other). When a DataView exposes Actions, they are located in the corresponding actions menus in the top toolbar, each menu is only visible if at least one Action of the corresponding type is available.

Performing Actions (or miracles)

To execute an Action, select the row in the Grid to perform the Action on, open the drop down menu and click the Action item. Actions will often require additional information to run, or Parameters, that you will have to fill in the dialogue that opens.


TIPS


Actions that use existing objects can pre-fill Parameters values for you if a row is selected before you run the Action. Check the Default Value options.

Actions Parameters

Actions Parameters can be of 4 types: Locked, Required, Optional or Reference:

TIPS


Typically Reference Parameters can be used to display an item name in plain text alongside its unique id while only the Id is used to perform the Action.

Parameters Default Values

Some Parameters can have or require a Default Value.

The Default Value can be:


warning


Locked and Reference Parameters must have a Default Value as they are not editable by the user.

However, Actions with missing Reference Parameters can be executed, whereas Actions with missing Locked Parameters cannot.


See the SQL walk through for an example of Actions and Parameters setup.