General Input Arguments
List of general input arguments for action templates.
The following input arguments apply to many action templates. The topics describing the action templates contain input arguments specific to them.
Input Arguments | Description |
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Names of additional filters that are applied, separated by comma. |
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Name of the referenced Search&List configuration, fallback: field group of the same name. For client reports you can also define a specific link to be applied with the following syntax:
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List of filters that are enabled by default, separated by comma. |
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Defines the filters that are available to the user when he taps on the (Filter) button. The number of available filters depends on the action template. |
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The name of an additional fixed filter that is applied. |
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If set to |
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If set to Default value: |
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If set to |
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Defines the info area for which records are displayed. |
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The identification number of the linked record, links the record to the
given |
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The record linked to the current record. |
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If you do not want to use the default link to the parent record, you can define a specific link. With |
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Defines the record that is the parent or root record, usually the current record (e.g. in edit mode, the record to be edited, and in New mode, the linked parent record, i.e. the record from which the New mode was started). If left empty, the parent record's |
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Records, e. g. calendar items, can be filtered by reps. Enter the filter
name to be applied, e.g. Some filters (as |
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Defines how data is read. Depending on the action called, not all options are applicable. The default value also depends on the action. The following options are available:
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Name of a filter that specifies the conditions the current record has to meet so that an operation is carried out. For example, if a report (i.e. an order) was signed by a customer, it cannot be edited anymore. |
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Available option:
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If set to Default value: |
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Name of a context menu action that generates the e-mail's body based on the current record's data. Transfers data like the e-mail address and the subjects to the e-mail client. If more than one action (separated by comma) are given, a dialog box is displayed and the user can select the desired action. |
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If set to Default value: |
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If set to |
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If set to If left empty, the |
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Name of a template filter that sets, for example, initial values when a child record is created. |