Action links enable interactive functionality within Table, Details, Search, List, Map, and Calendar elements. They allow users to trigger specific actions like editing records, viewing details, or executing automated tasks with a single click.
What You'll Learn
- How to create and configure different types of action links
- Ways to implement record modifications and deletions
- Methods for automating connected record updates
- Techniques for email automation through links
- Best practices for action link implementation
- Solutions for common action link challenges
Types of Action Links
Standard Actions
- Edit record
- View record details
- Delete record
- Navigate to another page
- Trigger custom actions
Custom Actions
- Update current record
- Modify connected records
- Create connected records
- Send automated emails
- Execute conditional logic
Implementation
Adding Action Links
In Table Elements
- Open element settings
- Navigate to "Add Columns"
- Select "Actions" tab
- Choose action type
In Other Elements
- Details: Add via Details section
- List: Configure in List Details
- Search: Add to Results layout
- Map: Include in Location Details
- Calendar: Add to Event Details
Configuration Options
Link Properties
- Custom text/field value display
- Icon selection
- Conditional display rules
- Visual styling
- Column arrangement
Action Settings
- Trigger conditions
- Value updates
- Connected record handling
- Email configuration
- Outcome behavior
Advanced Features
Value Management
Update Options
- Set specific values
- Use connected data
- Apply current user/date
- Capture location data
Multiple Value Handling
- Replace existing values
- Append new values
- Remove specific values
- Maintain relationships
Conditional Logic
Trigger Criteria
- Field value conditions
- User role requirements
- Time-based triggers
- Status dependencies
Execution Flow
- Condition evaluation
- Action processing
- Outcome handling
- User notification
Best Practices
Design Guidelines
- Clear action labeling
- Consistent placement
- Logical grouping
- Visual hierarchy
Implementation Tips
- Validate conditions
- Test user scenarios
- Consider permissions
- Plan workflows
Technical Considerations
Performance
- Action processing time
- Connected record updates
- Email handling
- Multiple action sequencing
Security
- User permissions
- Data validation
- Action restrictions
- Error handling
Troubleshooting
Common Issues
- Multiple action conflicts
- Connected record errors
- Email delivery problems
- Condition evaluation failures
Solutions
- Verify action order
- Check connections
- Validate email setup
- Test conditions
Related Resources
- [Element Configuration Guide]
- [Record Management]
- [Email Integration]
- [Workflow Design]
Warning: Deleting an action link connected to child pages will also delete those pages unless linked elsewhere.
Tip: When multiple action links exist in one location, only the first matching action will execute.