Record Action Item

Record Action Item

Function: a!recordActionItem()

Displays a record action defined within a record action field. A record action is an end-user action configured within a record type object, such as a related action or a record list action.

See also: Record Action Field

Parameters

Name Keyword Types Description

Action

action

Record Action Reference

A record action reference associated with a record type, configured using the recordType! domain. For example, recordType!Case.actions.editCase, will use the display name, process model, icon, context, and visibility set in the action configured on the record type.

Identifier

identifier

Any Type

Individual record ID within the record type. Only required for related actions. - For record types that use a database as a data source, record ID is the primary key in the data store entity. - For record types that use a process as the data source, record ID is the ID for the process. - For record types that use a web service as the data source, record ID is the value returned to the ID field of the DataSubset produced by the record's source expression.

Notes

  • Record action items use the icon configured in the record type.
  • Both the label and description for an action will appear as a tooltip.

Displaying record actions

When you configure a record action, follow the guidance below to ensure the record action displays in the component where it is referenced.

  • Record action items are displayed based upon record type security, process model security, and the action visibility expression configured in the record type.
  • When configuring the recordActions parameter of a read-only grid, use fv!identifier as the identifier to call the selected row ID for a related action. Make sure the grid has values for the Selection parameters properly set up, including the selectable, selectionValue, and selectionSaveInto parameters.
  • Record action items that reference a related action will not appear when the identifier parameter is null or invalid.

Examples

Record actions are specific to record types within your environment. If you copy and paste this example into the Expression editor, it will not evaluate in your Test Rules interface. Use it only as a reference.

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=a!recordActionField(
  actions: {
    a!recordActionItem(
    /* For the "action" parameter below, replace the record-action reference 
     * (recordType!Department.actions.create) with a valid record-action reference in your environment.
     */
     action: recordType!Department.actions.create
    ),
    a!recordActionItem(
   /* For the "action" parameter below, replace the record-action reference 
    * (recordType!Department.actions.update) with a valid record-action reference in your environment.
    */
     action: recordType!Department.actions.update,
     identifier: rv!identifier
    )
  }
)

Displays the following:

Basic record action items

The following patterns include usage of the Record Action Item.

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