Section actions

Overview

Actions are functional section elements that operate with one or multiple active list records. Actions can be invoked with buttons of different types, located in the action container of the current section and in the active record container (Fig. 1).

Fig. 1 Action interface elements of the [Contacts] section

User action interface elements are (Fig. 1):

• action buttons (1), (7)...(9);
• button with drop-down menu (2);
• action menu options (3)...(6).

There are standard section actions and additional actions that are unique for each section.

The standard actions are:

Add (1) — opens the edit page of a section and creates a new record.

Open (7) — opens the section edit page and populates it with the data from an active record.

Copy (8) — opens the section edit page, copies the data from an active record and creates a new record.

Delete (9) — deletes the active record.

Select multiple records (3)— sets the multiple selection mode of the registry entries.

Export list to file (4)— exports all list records of the current section to the *.csv file.

Additional actions are unique for each section of the application. For example, for the [Contacts] section, additional actions are:

• Show on map (5).
• Go to contact duplicates (6).

Read more about additional actions in the "Sales Creatio sections".

You can also create custom actions in Creatio. Learn how to add custom actions in the "Adding an action to the list" article.