Actions are processes that run against your data. They can also be links to records, for example, in Salesforce pages, GridBuddy Connect grids, or external URLs or processes. GridBuddy Connect actions are defined on the Manage Actions page, enabled on the Select Fields page of the Grid wizard and launched from the GridBuddy Connect grid.
Create New Actions
Actions are created from the Manage Grids-> Manage Actions page. To create a new action, simply click the “New” button and fill in the action details:
- Enter the Action Name, a free form field that labels the action.
- Choose the action Type. If the action applies to only one record at a time, choose the “Single Record” option. If the action applies to a set of records, choose “Batch”. If the action does not rely on any grid records, choose “Global”. An example of a Global action would be a link to a Salesforce report.
- Choose Connection. This is the datasource for the selected Object.
- Choose an Object, which can be an standard or supported custom object from the Connection. Any grid that includes this object will have this action enabled for it on page 2 of the Grid Wizard.
- The Location field will be displayed if the action is type Batch or Global. Location has two options: Menu and Button. The Location configuration field lets you customize whether this action will appear on the grid under the
“More” menu or as a button at the top of the page.
- Display Behavior indicates if the action should be launched in a new window/tab, a popup window overlay, the grid window, or displayed as a grid overlay.
- The URL that will be launched upon execution of the action. Should be an absolute URL starting with http or relative URL starting with /. Relative URLs can only link to grids within GridBuddy Connect.
- Name of the ID Parameter to be persisted to the url. For example, you would input ‘recordId’ if you defined a ‘Single Record’ type action and the endpoint url expects a parameter named ‘recordId’. GridBuddy Connect will persist ‘recordId=<id of the record where the action was launched>’ to the url. For most cases, this may simply be ‘id’.
- The Confirm Action option lets you enable a confirmation dialog before performing this action.
- If Confirm Action is enabled, the Confirmation Message field allows you to customize the message in the confirmation dialog.
Now click the “Save” button to save your new action. You can also create and edit multiple actions at the same time, and then click Save once. Click the minus icon to the left of the new action name to remove it.
You can delete existing actions by selecting the checkbox next to one or more action names and clicking the “Delete” button. When an action is deleted, it is also removed from the associated grids.