Use actions to quickly complete business processes. For example, to import and export data or added a new item to a list.
Use actions to quickly complete business processes. For example, to import and export data or added a new item to a list.
You can run actions from a card if a page builder has configured this option. The page builder can configure an action to display the steps and summary of a model action.
Some export actions are always available, even if not configured by the page builder. You can always export:
To run actions from a card, hover over your card and select more menu .
Page builders add action cards to pages so you can run actions configured in the source model.
Use import actions to import data into your apps and pages.
To run an import action, select the action button, then select Choose file. Select Import.
Note: Import actions in the user experience behave differently from the modeling experience. In this case, the import:
To run an export or process action, select the action button. The file(s) will automatically download.
To update data elements in the source model, select the action button.
To run a forecast action, select the action button, then select Run.
Use form actions to create list items, list properties, and line item values.
To run a fom action, select the action button, then enter a Name. Select Submit to add a new list item to your page and the source model.
To run an assign action:
Note: When you filter list items:
You can send notifications to users specified by your page builder. Notifications have a maximum length of 300 characters.
To run a notification action, select the action button. Enter your message, then select Send.
Note: If your access is restricted, for example, you do not have access to the notification's destination page, you will not see the page name or its details. You can still send the notification.
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