Action columns

Use Execute to carry out the default command associated with an action. For example, if the user clicks on the New button, the default action is to add a new record. If the user double-clicks in the mask, the view switches between mask and list mode by default.

You can therefore execute the default command at any position in the list of actions (rather than as the last command).

Remove Record Remove from Parent

Remove from Children

Changes the text displayed in the process description when the workflow is running to the text specified in the Notes column.

You can include parameters in the text. Specify the parameter in the Parameter column. To determine where the parameter is displayed, enter a '<#>' at the appropriate position in the text.

Alternatively, you can specify the parameter number manually following the hash character (e.g. <#27> for parameter 27), as well as the field number separated by a semicolon for record parameters (e.g. <#29;13> for field 13 in parameter 29).

Parameter numbers are displayed in the No. column in the Parameters table (opened using Parameters in the tree view).

Example: If your parameter contains "update software AG", entering "You may not make any changes to <#>" would display the following:

"You may not make any changes to update software AG".

These actions correspond to clicking the corresponding buttons in the command bar in view mode.

Specify the target info area in the Info Area column. If you do not specify an info area, the action applies to all info areas for which this mode is enabled in the Definition dialog box.

If you specify a target info area, the mode is activated for this info area, even if the mode is not enabled in the Definition dialog box.

Starts a trigger or other format (workflow, dashboard, single letter, mask, analysis, XML, report, spreadsheet, timeline).

Specify the format as follows:

Using the format type and name:

Enter the type (numeric) and name of the trigger in the Format cell, separated by a semicolon, e.g. "30;My_Dashboard".

Using a record parameter:

Enter the type in the Format cell, followed by a semicolon. Specify the field in the record parameter in the Parameter and (the right-most) Field cells, and select Complete Field in the Param. Action cell.

Using a field parameter:

Enter the number type in the Format cell, followed by a semicolon. Specify the parameter in the Parameter cell.

Using a string stored in a field:

Enter the type in the Format cell, followed by a semicolon. Specify the field parameter in the Info Area and (left-most) Field cells.

Generates a DDE single letter for the selected company or person.

The format used to generate the single letter can be specified as follows: Using the format name:

Specify the transfer format used by the letter in the Format cell. Using a record parameter:

Specify the field in the record parameter in the Parameter and (the right-most)

Field cells, and select Complete Field in the Param. Action cell. Using a field parameter:

Specify the parameter in the Parameter cell. Using a string stored in a field:

Specify the field parameter in the Info Area and (left-most) Field cells.

Opens a new level in the workflow. Specify the number of the level to open in the Level No. column. Use the Content column to determine the appearance of the new process, see Configuring the Appearance of Processes upon Creation.

Use the Close Level action to close a level again.

Displays a specific record in the target level specified in the Level No. column. To display a record in another process, enter the process number in the Process column.

The record is identified in one of two ways:

From the current context; i.e. the currently selected company, person etc. By passing a record parameter, specified in the Parameters column.