Mashmatrix Sheet
English
English
  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
Powered by GitBook
On this page
  • New Record
  • Delete Records
  • Duplicate Records
  • New Task
  • Download
  1. Functions about Actions

Standard Actions

New Record

This action adds a row to enter new record information to the end of the sheet.

The following properties can be set for the "New Record" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

Delete Records

This action deletes the selected records in the sheet.

The following properties can be set for the "Delete Records" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

Duplicate Records

This action duplicates the selected records in the sheet. It will be equivalent to copying (Ctrl + C) and pasting (Ctrl + V) with the keyboard.

The following properties can be set for the "Duplicate Records" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

New Task

This action adds a new Task record for each selected record in the sheet. Each created Task record is stored in association with the selected original record.

When the action is executed, the following dialog will be displayed and you can enter the contents of the ToDo to be added in the form.

  • Subject(A) – Enter the subject to be set in the Task record

  • Activity Date (B) – Enter the activity date to be set in the Task record

  • Status (C) – Enter the status to be set in the Task record

  • Description (D) – Enter the description to be set in the Task record

  • Assigned To (E) – Specify the user to assign the created Task. If not specified, it is assigned to the logged in user who executed the action.

The following properties can be set for the "New Task" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

Download

Download records in the sheet as a CSV file. If no records are selected on the sheet, all records will be downloaded. When records are selected, only the selected records are to be downloaded. The maximum number of downloadable records is set in the "Max Fetch Record Num" sheet setting.

The following properties can be set for the "Download" action button.

  • Button Label – Customize and set the label to be displayed in the button

  • Button Icon – Set the icon to be displayed next to the label in the button

Download action is currently not supported on mobile platforms.

PreviousAction ButtonNextMarketing Actions

Last updated 3 years ago