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 Image of the completed action

How to Configure an App Action

This example uses sample apps to configure an action as follows:

  • App:
    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.
  1. Click Settings Settings in the upper right of the record list screen of the Customer List app to open the settings page.
    Action

  2. Click the "App Settings" tab.

  3. Under "Advanced Settings", click "Actions". Action

  4. Click "New". Create an action

  5. 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.
    • Target
      Select the destination app where data is to be copied.
      In this example, select the Order Management app.
    • Field Mappings
      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. Configure the action

    • Available To:
      Select a user, department, or group to be using the action. In this example, select the group "Everyone" (all users). Select a department

  6. Click "Save". Save the configuration

  7. Click "App Settings" in the breadcrumbs to return to the app settings page.
    Return to App Settings

  8. Click "Update App". Update the app

The action has been successfully created and configured.
The record details screen displays the action button labeled with "Add to Order Management App". Image of the completed action

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.

Update the app