Custom Actions Reference

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.