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 or Excel 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

• Active When – Specify when the button becomes clickable. You can select from the following options:

  • Always (Default) - The button is always clickable

  • Record is Selected - The button is enabled when records are selected with the record selection checkbox

• Output File Format – Select the format of the output file

  • CSV - Output file in CSV format

  • Excel - Output file in Excel format. Column headers and color settings in format settings displayed on the sheet screen can be output in the same format

Download action is currently not supported on mobile platforms.