Actions

Actions define the happenings in CRM.pad.

Example - whether data is displayed in List or in Details view, whether they are in View or in Edit mode, and much more.

To assign actions, action templates are available. When assigning the actions to buttons or menu actions, you can specify input arguments that define which data is read, how it is read (from the server, locally), which filters are applied to limit the numbers of records, etc.

Global Actions

Global actions are actions that are available in the control center's Global area, see Control Center.

Global actions are defined in the $GlobalAction context menu. This menu is included in the update.tablet configuration.

If this menu does not exist, no global actions are available.

By default, the $GlobalAction context menu contains the following context menu actions:

Quick Actions

Quick actions are actions that are available in a record's header (e. g. in a Details view).

Quick actions are not only used by CRM.pad, but also by CRM.mobile. However, CRM.pad only supports actions that:

  • can be executed on the device (all other actions are ignored).
  • do not contain an opening curly bracket (as they identify contents only supported by CRM.mobile)

To add quick actions, add a special header with the following syntax to the desired info area's header group:

  • <HeaderName>.QuickActions

    Special headers using this syntax are available for CRM.pad and CRM.mobile. Example: Expand.QuickActions adds quick actions to the Expand header group.

  • <HeaderName>.QuickActions[crmpad]

    If you use this syntax, the quick actions are only available for CRM.pad.

Note: If no special header for quick actions exist, or the special header exists but the configured buttons cannot be displayed in CRM.pad, the first three buttons assigned to the respective header (e. g. the Expand header) are displayed as quick actions, the other buttons are listed in the Actions menu.

Group Actions

Group actions are actions that display a button on the desired panel in Details view allowing the user e. g. to change the content of the panel only.



You can assign group actions as control or panel attributes, see Edit Control Attributes.