Custom Actions

Overview

  • Actions can be used in the following modules:
    • Transactions 
    • Trackers
    • Reports
    • Production Planning
  • Actions can also be Unlinked, in which case they can be added directly to the Menu.
  • Actions use Items to implement the following functionality, which is explained in more detail in the sub-topics of this section.
    • Message: Generates an Error, Information, Confirmation, or Warning message.
    • Update SQL : SQL is used to update the data.
    • Create a New Record: Creates a new record in Transactions, Classes, or Workflow.
    • Open Transaction 
    • Open Report
    • Copy Rule: Implements a Transaction Copy Rule.

Note

  • If multiple transactions are actioned, ONLY the Error messages are checked before completing the Action.
  • The Action starts with a standard confirmation message (similar to Batch Updates) and ends with an Information message that displays the number of records that have been updated and a log of error messages for the records that have not been updated.

Related Topics