Run actions from a card

Use actions to quickly complete business processes. For example, to:

• import data,
• export data,
• import and export data (via a process action), or
• add a new item to a list.

You can run actions from a card if a page builder has configured this option. 

Some export actions are always available, even if not configured by the page builder.

You can always export:

• the current view of a grid card, or
• a chart card as an image, or print it.

To run actions from a card:

1. Click the ellipsis (…) in the top-right corner of a card.
   A drop-down list displays the action types configured by the page builder.
2. Hover your cursor over any action type.
   This displays the actions available for selection.

3. Select the action you want to run.
   A dialog box opens. The options it displays will depend on the type of action. For example, the dialog for an export action displays an Export button.
4. Click the button — for example, Export, Import, Run Process, and so on — to complete the selected action.
   The dialog updates to confirm the result of the action.
5. Click Close.