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Record Action Component
SAIL Design System guidance available for Record Actions

Make taking action on your data quick, easy, and painless with record actions. Learn how to launch actions directly from any interface to save time and get your work done faster.

Function

a!recordActionField( actions, style, display, openActionsIn, align, accessibilityText, showWhen, securityOnDemand )

Displays a list of record actions with a consistent style. A record action is an end-user action configured within a record type object, such as a related action or record list action.

See also:

Parameters

Name Keyword Types Description

Actions

actions

Any Type

List of record action items to display, configured using a!recordActionItem().

Display Style

style

Text

Determines how the list of actions should be displayed on the interface. Valid values: "TOOLBAR" (default), "LINKS", "CARDS", "SIDEBAR", "CALL_TO_ACTION", "MENU", "MENU_ICON", "TOOLBAR_PRIMARY", "SIDEBAR_PRIMARY". See the record action design guidance for details on how to use different styles effectively.

Display

display

Text

Determines how the given action labels will be displayed in each item. Valid values: "LABEL_AND_ICON" (default), "LABEL", "ICON".

Action Behavior

openActionsIn

Text

Determines how actions should open to the user. Valid values: "DIALOG" (default), "NEW_TAB", "SAME_TAB".

Alignment

align

Text

Determines alignment of the action(s). Valid values: "START", "CENTER", "END".

Accessibility Text

accessibilityText

Text

Additional text to be announced by screen readers. Used only for accessibility; produces no visible change.

Visibility

showWhen

Boolean

Determines whether the component is displayed on the interface. When set to false, the component is hidden and is not evaluated. Default: true.

Security On Demand

securityOnDemand

Boolean

Determines when record action security is evaluated for "MENU" and "MENU_ICON" styled actions. By default (true), security is evaluated when the user clicks the record action. When false, security is evaluated when the interface loads.

Usage considerations

Using dialog boxes with record actions

  • When using a dialog box for the openActionsIn parameter, form submission will complete the chain and retain the current page state.

  • When the form submits and you close the dialog, all record actions in the record action field will refresh. This means that any visibility conditions, labels, context, and descriptions will update as necessary.

  • If you have multiple record action fields on an interface, the form submission will only refresh the record action field where the action was launched, like from a grid or a specific column in an interface; it will not refresh all record action fields.

  • You can configure the size of the dialog box in the record type. The dialog box size is specific to each record action.

  • See local variable refresh behavior to learn how to refresh specific variables after dialog submission.

Using the record action component with multiple record types

You can select record actions from different record types.

Using the securityOnDemand parameter

The securityOnDemand parameter allows you to determine when record action security is evaluated on "MENU" and "MENU_ICON" styled actions.

By default, this parameter is set to true, and security is evaluated when the user clicks the record action. Deferring this check until it's needed means the interface will load faster, especially if you have multiple actions on a single page or if you have complex record action security configured.

Users may see a short delay when they want to view available record actions, but this experience is often preferable to the alternative (checking action security for every row before showing the grid).

Record action security evaluation on menu button

See the SAIL Design System recommendation for more guidance on using the "MENU" or "MENU_ICON" action styles.

Examples

Record type object references are specific to each environment. If you copy and paste these examples into your interface, they will not evaluate. Use them as a references only.

Record action field with no configurations

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a!recordActionField(
  actions: {
    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: ri!departmentId
    ),
    a!recordActionItem(
   /* For the "action" parameter below, replace the record-action reference 
    * (recordType!Customer.actions.flag) with a valid record-action reference in your environment.
    */
     action: recordType!Customer.actions.flag,
     identifier: ri!customerId
    )
  }
)

Displays the following:

Record action field with primary button styling

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a!recordActionField(
 actions: {
    a!recordActionItem(
      action: recordType!Order.actions.newOrder
    ),
    a!recordActionItem(
      action: recordType!Order.actions.updateOrder,
      identifier: 1
    ),
    a!recordActionItem(
      action: recordType!Order.actions.discountOrder,
      identifier: 1
    )
  },
  style: "SIDEBAR_PRIMARY",
  display: "LABEL_AND_ICON"
)

Displays the following:

Record action field with refresh variables

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a!localVariables(
  /*
  * The parameter 'refreshAfter' in a!refreshVariable() can be used to refresh data when
  * record action dialogs are submitted. Do this to update data related to the record action.
  */
  local!case: a!refreshVariable(
    value: a!queryRecordType(
        /* Replace the recordType reference below (recordType!Case) with a valid   
         * recordType reference in your environment.
         */
        recordType: recordType!Case,
        fields: {
            recordType!Case.fields.id,
            recordType!Case.fields.priority,
            recordType!Case.fields.status,
            recordType!Case.fields.createdBy,
            recordType!Case.fields.createdOn
        },
        filters: {
            filter: a!queryFilter(recordType!Case.fields.id, "=", ri!CaseId)
        },
        pagingInfo: a!pagingInfo(1, 1)
    ).data,
    refreshAfter: "RECORD_ACTION"
  ),
  {
    a!sideBySideLayout(
      items: {
        a!sideBySideItem(
          item: a!richTextDisplayField(
            labelPosition: "COLLAPSED",
            value: {
              a!richTextHeader(
                text: "Case Details"
              )
            }
          )
        ),
        a!sideBySideItem(
          item: a!recordActionField(
            actions: {
              a!recordActionItem(
              /* Replace the record action reference below, recordType!Case.actions.edit, 
               * with a valid record action reference in your environment.
               */
                action: recordType!Case.actions.edit,
                identifier: local!case[recordType!Case.fields.id]
              )
            },
            openActionsIn: "DIALOG",
            style: "LINKS",
            display: "LABEL_AND_ICON",
            showIcon: true,
            align: "END"
          )
        )
      },
      alignvertical: "MIDDLE"
    ),
    a!columnsLayout(
      columns: {
        a!columnLayout(
          contents: {
            a!textField(
              label: "Priority",
              labelPosition: "JUSTIFIED",
              value: local!case[recordType!Case.fields.priority],
              readonly: true
            ),
            a!textField(
              label: "Status",
              labelPosition: "JUSTIFIED",
              value: local!case[recordType!Case.fields.status],
              readonly: true
            ),
          }
        ),
        a!columnLayout(
          contents: {
            a!textField(
              label: "Created On",
              labelPosition: "JUSTIFIED",
              value: local!case[recordType!Case.fields.createdOn],
              readonly: true
            ),
            a!textField(
              label: "Created By",
              labelPosition: "JUSTIFIED",
              value: local!case[recordType!Case.fields.createdBy],
              readonly: true
            )
          }
        )
      }
    )
  }
)

Displays the following:

Feature compatibility

The table below lists this SAIL component's compatibility with various features in Appian.
Feature Compatibility Note
Portals Incompatible
Offline Mobile Incompatible
Sync-Time Custom Record Fields Incompatible
Real-Time Custom Record Fields Incompatible

Custom record fields that evaluate in real time must be configured using one or more Custom Field functions.

Process Reports Incompatible

Cannot be used to configure a process report.

Process Events Incompatible

Cannot be used to configure a process event node, such as a start event or timer event.

Old versions

There are older versions of this interface component. You can identify older versions by looking at the name to see if there is a version suffix. If you are using an old version, be sure to refer to the corresponding documentation from the list below.

Old Versions Reason for Update
a!recordActionField_23r3

Added the securityOnDemand parameter to determine when record action security is evaluated for the "MENU" and "MENU_ICON"` action styles. By default, security for the menu styles is evaluated when the user clicks the button.

To learn more about how Appian handles this kind of versioning, see the Function and Component Versions page.

Open in Github Built: Thu, May 16, 2024 (08:27:12 PM)

Record Action Component

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