Configure Actions Section for Record Manager
Updated
The Actions Section in the Record Manager allows you to add various interactive elements that can enhance the user experience by enabling them to perform actions directly from the Record Manager interface. This section includes options like Global CTAs, Header Actions, and Upfront Filters to facilitate different workflows, from creating records to triggering automated processes.
1. Configuring Global CTA (Call-to-Action)
Purpose of Global CTA
The Global CTA button allows you to add a customizable action button at the top of the Record Manager. This button can trigger a variety of actions, depending on the action type selected.
How to Configure Global CTA
Choose CTA Button Type: Select from the following options:
Primary Button Icon
Icon Only
Secondary Button Icon
Configure Button Name and Icon: Depending on the button type selected:
For Primary Button Icon, provide a name for the CTA (e.g., "Create New Record") and select an icon.
For Icon Only, choose an icon to display in the Global CTA.
Preview the Configuration: Click on the Preview icon at the bottom left of the configuration window to view how the Global CTA will appear in the Record Manager.
2. Action Types in Global CTA
Various action types can be triggered by the Global CTA. Below are the common action types available:
a. Run Data Connector
Purpose: Allows you to execute configured data connectors that can either create new records or update existing ones in the system.
Configuration:
Select Action Type as Data Connector.
Choose the specific Data Connector from the dropdown.
b. Open Form
Purpose: Provides users with the ability to create new records by opening a form specific to that entity.
Configuration:
Select Action Type as Open Form.
Choose the Entity for which the form will open.
Settings: Select the appropriate Record Form for that entity and toggle the option to Refresh Record Manager post action if you want the record manager data to refresh after the action.
c. Initiate Guided Workflow
Purpose: Initiates a Guided Workflow to help users through a predefined process (e.g., closing a deal, onboarding a new customer).
Configuration:
Select Action Type as Guided Workflow.
Choose the specific Guided Workflow you want to initiate.
Settings: Configure additional options such as Open in Modal View and Auto-initialize.
3. Header Actions
Header Actions are visible at the top of the Record Manager interface and enable quick actions related to the record data. Here are some of the available header actions:
a. Refresh Icon
Purpose: Updates the data displayed on the current page to reflect the most recent changes.
Configuration: Choose the Refresh Icon as a header action and click Preview to view the result.
b. Search Bar
Purpose: Adds a search bar to the top of the Record Manager, allowing users to quickly locate specific records.
Configuration: Choose Search Bar from the dropdown and click Preview to confirm.
c. Sort
Purpose: Enables sorting of records in ascending or descending order based on the selected column.
Configuration: Select Sort from the header actions and choose which column(s) to prioritize for sorting.
d. Export
Purpose: Provides an option to export the records from the Record Manager into a file format such as Excel, CSV, or PDF for offline analysis.
Configuration: Select Export Icon from the dropdown to add the export functionality.
e. Column Manager
Purpose: Allows users to control the visibility of specific columns in the Record Manager.
Configuration: Select Column Manager from the dropdown and choose which columns to show or hide.
f. Freeze
Purpose: Locks specific rows or columns in place while scrolling through the Record Manager.
Configuration: Select Freeze from the dropdown next to the column name and choose Freeze Column.
4. Upfront Filters
Upfront Filters are displayed prominently in the filter bar at the top of the Record Manager, allowing users to filter records based on specific criteria.
How to Configure Upfront Filters
Select Filter Criteria: Choose filters like Account Name, Creation Date, or other relevant fields from the dropdown.
Apply Filter: The filter bar will be visible by default, and users can select filters to narrow down the records displayed in the Record Manager.
5. Saving the Configuration
Once all the actions are configured:
Click on the Save Icon at the bottom right of the configuration window to save your changes.
View the Record Manager: You can check the updated Record Manager to ensure all configured actions are reflected properly.
Summary
The Actions Section of the Record Manager enables you to add and configure various call-to-action buttons, header actions, and filters to enhance the interactivity and usability of the interface. Whether you want to trigger a workflow, add a search bar, or apply upfront filters, these configurations help streamline processes and improve user experience.