Configure actions on cards so that users can quickly complete business processes. You can configure imports, exports, processes, forms, and notifications. For example, you could configure actions to enable users to import and display data.
You must be in designer mode to configure actions on a card.
You can configure actions either when you add an action card to a worksheet, or later.
You can add actions:
- To the menu of any card
Hover your cursor over the card and click the card menu in the top right. Click Configure actions, then use the Configure card actions panel to Create new actions or enable existing actions. When actions are added, you can configure them.
- As actions buttons on an existing action card
Hover your cursor over the card and click the pencil icon in the top right. The Card configuration panel opens on the right.
The Card configuration panel has three tabs:
The Overview tab enables you to configure general settings for your action card. The Actions tab enables you to add actions to your card. The Manage tab enables you to manage individual actions on the card.
You can only add these actions to a board if its source model contains actions:
You can create forms before you add them to your board, or you can create them as part of the process.
|the card title|
enter a title for the card in the Title field.
The title displays in the top-left of the card.
|the card description|
enter a description in the Description field.
The description displays in a tooltip when you hover your cursor over the information icon (i) in the top-left of the card.
|a link from the card title to another page|
select a page from the Link to a page drop-down list.
The card title links to the page you select.
If you have not entered a card title, the name of the page you link to displays as the card title.
|whether the card background displays|
toggle Background to the right to display the background of the card, or to the left to or hide the background.
Note: The background for action cards is enabled by default.
To add actions to an action card, in the Actions tab:
- Click Imports, Exports, Processes, Forms, or Notifications.
A list of the available actions displays.
- Optionally, to narrow the list of available actions, type part of an action's name into the Find... field under Add actions.
The list narrows to those actions with names that contain the typed characters.
- Toggle to the right each action you want to add.
The action now displays on the card.
If you want to create a new form to add to the card, click Create a form to launch Form designer. After you create the form, you're returned to the Card configuration panel and you can add the action.
If you want to create a new notification to add to the card, click Create a notification to launch Notification designer. After you create the form, you're returned to the Card configuration panel and you can add the action.
You can toggle actions to the left to remove them from the card.
For forms and notifications, you can also edit and delete an action from the Actions tab. To edit or delete a form or notification, click the ellipsis icon next to the notification and select Edit or Delete from the drop-down menu.
When you edit a form, Form designer launches. You can configure a form just as you would when you create a form.
When you edit a form, Notification designer launches. You can configure a notification just as you would when you create a notification.
When you click update after you edit a form or notification, the form updates and you return to Card configuration.
The Manage tab displays the actions you selected in the Actions tab. You can change the name of your selected actions and the order in which they display. You can also remove actions from the card via the Manage tab.
The Action label defaults to the Action name assigned in the model. You can only change the Action name in the model. However, you can edit the Action label to change how the label displays on your worksheet.
To change the label on an action:
- Hover your cursor over the action you want to edit.
The pencil icon displays.
- Click the pencil icon.
The Edit action label dialog displays.
- Enter the new label in the Action label field.
- Click Save.
The Action label updates.
If your action card contains more than one action, you can change the order in which your actions display. To reorder your actions, click the six dots at the left end of the action you want to move. You can then drag it up or down to the position you want.
To remove an action from the Manage tab, hover your cursor over the action so that the trashcan icon displays to the right of the action. Click the trashcan icon to remove the action from the card.
Publish your changes
When you're happy with the configuration of your action card, click Publish. The card displays to users in the configuration you selected.