How to run the Action ​

There are a few ways to run an action:

• You must first select and check the list item on which you want to run the action. Then the Actions icon will be displayed in the menu at the top. After that you should to the Actions icon click. (The icon is marked with a red frame on the screen-shot below.) On the right, a menu will be displayed with the option of selecting actions available for the given element.
• At first you have to click on Datapolis icon on the selected item. (The icon is marked with a green frame on the screen-shot below.) Then on the right, a menu will be displayed with the option of selecting actions available for the given element.

In both of above cases, the action menu looks like this:

Another way to run an action:

• An additional way to start an action is to click on dots next to the Datapolis icon on the selected item. A menu with the name of workflow and available actions will be displayed. On the screen-shot below:
  • dots are marked with a red frame
  • name of workflow with a blue frame
  • actions with a green frame

If there is more than one workflow on an element, all workflow names will be displayed along with the available actions assigned to them. This is shown below.

After following one of the steps above you have to select an action and confirm the selection with one click. After that, a rotating wait icon will appear in the center of the page. The rotation icon is shown on the screen-shot below.

Next the action launch form will be displayed. Of course if a form has been created for the action. Fill in the form and click confirm for the action to run. The action launch form looks like this:

Another form type which can be assigned to the action can be a "Quick form". To run the action all you need is click Confirm button.

The action form of type "No form" can also be assigned to the action. With this option selected the action will be started without displaying any form. After that, a rotating wait icon will appear in the center of the page. Then you return to the list page.