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Actions are record manipulations invoked by you. They differ from changing properties as typically some transaction happens as well, e.g. submit a document for approval, check-out a document, changing the project manager on a project, ...
Some actions might also invoke a dialogue where the values provided define how an action is executed.
The actions available for a record do appear in the right-hand Action pane, after you select or highlight a single record in the table-grid. You can show the available actions for a single record by either a single click on a line. This will open up the properties pane and at the same time list the available actions in the Action pane. Alternatively you can check the check-box at the left side of a particular record line.
The available actions for a particular record will differ per following criteria :
- the status of the selected record, e.g. a document can only be submitted for approval if in 'draft' status
- you role and responsibilities, e.g. only a Project Manager (or Work Manager) can change the PM of a project
- your relation to selected record, e.g. only the author or owner of a document can unlock a document
Actions are represented by icons. A mouse-over shows the action written out.
If a particular action requires a dialogue, the dialogue pane will slide in similar as the properties pane. When the dialogue is completed, a confirmation of the action will be required, typically by clicking a button, e.g. 'Submit for approval'.
Validation errors will be provided if invalid values are provided or if mandatory values are missing.
Actions that are completed will provide a success message to confirm that the action was executed successfully. Some actions will also have a 'Undo' link in the success message if the nature of the action requires so, e.g. when deleting a document.
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