Action Button

To configure actions in the Card Grid that enable seamless navigation and interaction, allowing users to trigger specific forms, filter data dynamically using unique identifiers

Expected output:

1st Step

  1. Begin by creating a new blank transaction page.

2nd Step

  1. Click on Add New and select Card Grid to add it to your page layout.

3rd Step

  1. Go to the Design section. In this section, configure the layout and design of the Card Grid according to your needs.

4th Step

  1. Navigate to the API section. Ensure the correct API is selected and connected to the card grid for data retrieval.

5th Step

  1. In the Mapping tab, configure how data is mapped to the card grid. Map the relevant database fields to the card grid attributes (e.g., LeadName).

6th Step

  1. Go to the Action tab
    1. Select the Action Button View as needed (e.g., Popover or Footer for the button action view). Choose Action Type as Sidebar, then select Sidebar View Type as Form.
    2. Attach the specific form using the dropdown provided (e.g., Edit Lead)
    3. In the Primary Key Field Name, enter the unique ID that will be used to filter specific data from the table and display it on the detail page. This ID must match the field mapped in the GET API of the detail page, ensuring the correct record is fetched and displayed dynamically.
    4. Additionally, you need to specify the Redirect URL of the page where the form will redirect after submission. This ensures smooth navigation and an appropriate user flow after completing the action.

Final Output: