You can easily enable and configure actions for records in an Entity List (Create, Edit, Delete, etc.). It is also possible to override default labels, sizes, and other attributes so that the Entity List will be displayed exactly the way you want.

These settings are found in the Configuration section of the Entity List form. By default, only Basic Settings are shown. You may click on Advanced Settings to show additional settings.

Most settings are shown collapsed to save space by default. Click "" to expand a section and see additional options. Click "" to collapse a section.

Attributes

NameDescription
Basic Settings 
View Actions

Allows you to add action buttons for actions that are applicable for the entity set and will appear above the grid. The available actions are:

Clicking on one of these options displays a configuration area for that action. See below for details about each action.

Item Actions

Allows you to add action buttons for actions that are applicable for an individual record and will appear for each row in the grid provided the appropriate privilege has been granted by Entity Permissions. The actions generally available are:

Clicking on one of these options displays a configuration area for that action. See below for details about each action.

Furthermore, certain entities have special actions that are available to them on a per-entity basis:

  • Calculate Value of Opportunity (opportunity)
  • Cancel Case Action (incident)
  • Close (resolve) Case Action (incident)
  • Convert Quote to Order (quote)
  • Convert Order to Invoice (salesorder)
  • Generate Quote from Opportunity (opportunity)
  • Lose Opportunity Action (opportunity)
  • Win Opportunity Action (opportunity)
  • Reopen Case Action (incident)
  • Set Opportunity on Hold (opportunity)
Override Column Attributes

Allows you to override display settings for individual columns in the grid. 

  1. Attribute - the logical name of the column you wish to override
  2. Display Name - a new column title to override the default
  3. Width - the width (in either percent or pixels) of the column to override the default. See also Grid Column Width Style

To override settings on a column, click " Column" (4) and fill in the details.

Advanced Settings 
Loading Message Overrides the default html message that appears while the grid is loading.
Error Message Overrides the default html message that appears when an error occurs while loading the grid.
Access Denied Message Overrides the default html message that appears when a user does not have sufficient Entity Permissions to view the Entity List.
Empty Message Overrides the html message that appears when the grid contains no data.
Details Form Dialog Controls the settings for the dialog that appears when a user activates the Details Action
Edit Form Dialog Controls the settings for the dialog that appears when a user activates the Edit Action
Create Form Dialog Controls the settings for the dialog that appears when a user activates the Create Action
Delete Dialog Controls the settings for the dialog that appears when a user activates the Delete Action
Error Dialog Controls the settings for the dialog that appears when an error occurs during any action.
CSS Class Specify a CSS class or classes that will be applied to the html element that contains the entire grid area, including the grid and action buttons.
Grid CSS Class Specify a CSS class or classes that will be applied to the Entity List's html <table> element.
Grid Column Width Style

Configures whether the Width values in the Override Column Attributes are specified in Pixels or Percent.

General Action Settings

In general, Entity Actions that are configured will have a set of settings that can be configured. In all cases, this is to give you more options in terms of customization, and the fields are not required. Simply adding the action will allow the action to be taken on the portal, provided the appropriate privilege has been granted by Entity Permissions.

Furthermore, generally you can configure the corresponding dialog for each action, which will appear only if you select "Confirmation Required"

General Action Settings

NameDescription
Basic Settings 
Confirmation Required? Determines whether a confirmation will prompt the user to confirm when the action is clicked.
Advanced Settings 
Confirmation Overrides the confirmation html message displayed when the user activates the Action.
Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.
Button CSS Class Adds a CSS class to the Button.  Designed to be used in conjunction with 
Redirect to Webpage Some actions (not all) allow a redirect upon the completion of the action. Highly Recommended for the delete action, optional in most other cases. This allows you to choose a webpage to redirect to upon action completion.
Redirect URL An alternative to the Redirect to Webpage option - allows to redirecting to a specific URL.

General Dialog (Advanced) Settings

NameDescription
Title Overrides the html that appears in the title bar of the dialog.
Primary Button Text Overrides the html that appears in the Primary ("Delete") button on the dialog.
Close Button Text Overrides the html that appears in the Close ("Cancel") button on the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Delete Dialog. The Options are Default, Large, and Small. For the Delete dialog, the default size is Default.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.
Primary Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Primary ("Delete") button.
Close Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Close ("Cancel") button.

Create Action

Enabling a Create Action renders a button above the Entity List that, when clicked, pops up a dialog with an Entity Form that allows a user to create a new record provided the 'Create' privilege has been granted by Entity Permissions.

Create Action Settings

NameDescription
Basic Settings 
Entity Form

Specifies the Entity Form that will be used to create the new record. The dropdown will list all Entity Forms that are configured for the Entity List's entity type.

NB: If the Entity List's entity type has no Entity Forms, the dropdown will appear empty. If no Entity Form is supplied for the Create Action it will be ignored, and the button will not render on the Entity List.

Advanced Settings 
Button Label Overrides the html label displayed in the Create Action button above the list.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the Create Action button.

Create Form Dialog (Advanced) Settings

NameDescription
Loading Message Overrides the message that appears while the dialog is loading
Title Overrides the html that appears in the title bar of the dialog
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Create Form dialog. The Options are Default, Large, and Small. For the Create Form dialog, the default size is Large.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.

Download Action

Enabling a Download Action renders a button above the Entity List that, when clicked, downloads the data from the list to an Excel (.xlsx) file.

Download Action Settings

NameDescription
Basic Settings 
none  
Advanced Settings 
Button Label Overrides the html label displayed in the Download Action button above the Entity List.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the Download Action button.

Details Action

Enabling a Details Action allows a user to view a read-only Entity Form of a selected row in the Entity List.

Details Action Settings

NameDescription
Basic Settings 
Entity Form

Specifies the Entity Form that will be used to view the details of the selected entity. The dropdown will list all Entity Forms that are configured for the Entity List's entity type.

NB: If the Entity List's entity type has no Entity Forms, the dropdown will appear empty. If no Entity Form is supplied for the Details Action it will be ignored, and the button will not render in the Entity List.

Advanced Settings 
Record ID Query String Parameter Name

Specifies the name of the query string parameter that will be used to select the entity to view in the selected Entity Form. This should match the value in that Entity Form's Record ID Query String Parameter Name. The default value for this field, both here and in Entity Form configuration, is "id".

Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.

Details Form Dialog (Advanced) Settings

NameDescription
Loading Message Overrides the html that appears when the dialog is loading.
Title Overrides the html that appears in the title bar of the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Details dialog. The Options are Default, Large, and Small. For the Details dialog, the default size is Large.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.

Edit Action

Enabling an Edit Action allows a user to view an editable Entity Form that is databound to the record of the selected row from the Entity List provided the 'Write' privilege has been granted by Entity Permissions.

Edit Action Settings

NameDescription
Basic Settings 
Entity Form

Specifies the Entity Form that will be used to edit the selected entity. The dropdown will list all Entity Forms that are configured for the Entity List's entity type.

NB: If the Entity List's entity type has no Entity Forms, the dropdown will appear empty. If no Entity Form is supplied for the Edit Action it will be ignored, and the button will not render in the Entity List.

Advanced Settings 
Record ID Query String Parameter Name

Specifies the name of the query string parameter that will be used to select the entity to edit in the selected Entity Form. This should match the value in that Entity Form's Record ID Query String Parameter Name. The default value for this field, both here and in Entity Form configuration, is "id".

Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.

Edit Form Dialog (Advanced) Settings

NameDescription
Loading Message Overrides the html that appears when the dialog is loading.
Title Overrides the html that appears in the title bar of the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Edit dialog. The Options are Default, Large, and Small. For the Edit dialog, the default size is Large.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.

Delete Action

Enabling a Delete Action allows a user to permanently delete the record of the selected row from the Entity List provided the 'Delete' privilege has been granted by Entity Permissions.

Delete Action Settings

NameDescription
Basic Settings 
none  
Advanced Settings 
Confirmation Overrides the confirmation html message displayed when the user activates the Delete Action.
Button Label Overrides the html label for this action displayed in the Entity List row.
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.

Delete Dialog (Advanced) Settings

NameDescription
Title Overrides the html that appears in the title bar of the dialog.
Primary Button Text Overrides the html that appears in the Primary ("Delete") button on the dialog.
Close Button Text Overrides the html that appears in the Close ("Cancel") button on the dialog.
Dismiss Button Sr Text Overrides the screen reader text associated with the dialog's dismiss button.
Size Specifies the size of the Delete Dialog. The Options are Default, Large, and Small. For the Delete dialog, the default size is Default.
CSS Class Specify a CSS class or classes that will be applied to the resulting dialog.
Title CSS Class Specify a CSS class or classes that will be applied to the resulting dialog's title bar.
Primary Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Primary ("Delete") button.
Close Button CSS Class Specify a CSS class or classes that will be applied to the dialog's Close ("Cancel") button.

Workflow Action

Enabling a Workflow Action allows a user to run an On-Demand Workflow against the record of the selected row from the Entity ListYou may add any number of Workflow Actions to the Entity List.

Workflow Action Settings

NameDescription
Basic Settings 
Workflow

Specifies the On-Demand Workflow that will run when the user activates this action.

NB: If the Entity List's entity type has no Workflows, the dropdown will appear empty. If no Workflow is supplied for the Workflow Action it will be ignored, and the button will not render in the Entity List.

Button Label

Sets the html label for this action displayed in the Entity List row. This setting is required.

Advanced Settings 
Button Tooltip Overrides the tooltip text that appears when the mouse is hovered over the button for this action displayed in the Entity List row.