Configuring App Actions
This section describes how to configure and use an app action to copy record data to another app.
- Image of the completed action
How to Configure an App Action
This example uses sample apps to configure an action as follows:
Customer List, Order Management
- What to do in this example:
Create an action to copy data from the Customer List app to the Order Management app.
Use the action to add customer information to the Order Management app.
Click Settings in the upper right of the record list screen of the Customer List app to open the settings page.
Click the "App Settings" tab.
Under "Advanced Settings", click "Actions".
Configure the action.
- Action Name
In this example, set the action name to "Add to Order Management App".
The action name becomes the name of a button to be displayed on a record.
Select the destination app where data is to be copied.
In this example, select the Order Management app.
Specify the combination of source and destination app fields to be copied. Tables are displayed in the "Table name > Field name" format.
In this example, map the "Company Name" field with the "Division", "Contact Name", and "E-mail Address" fields in the table.
Select a user, department, or group to be using the action. In this example, select the group "Everyone" (all users).
- Action Name
Click "App Settings" in the breadcrumbs to return to the app settings page.
Click "Update App".
The action has been successfully created and configured.
The record details screen displays the action button labeled with "Add to Order Management App".
Using the App Action
Let's try using the app action to copy record data from the Customer List app to the Order Management app.
On the record details screen, click the "Add to Order Management App" action button.
This action copies specified information from the Customer List app to the Order Management app to create a record in the target app.