Actions
Actions are reusable verbs you define once and attach anywhere — button rows, table action columns, bulk selections, and record-page action bars.
Action kinds
Rows
| Setting | Options | What it does |
|---|---|---|
| Add row | — | Create a record, optionally through a chosen form (with prefills). |
| Edit row | — | Open the current record in a form. |
| Copy row | — | Open a form prefilled with the current record's values — “duplicate and tweak”. |
| Delete row | — | Delete the current record (with confirmation). |
| Set value | up to 10 fields | Write computed values to the current record — Approve as one click setting [Status] and [Approved at]. |
| Add row to… | up to 10 fields | Insert a computed row into another table — log an activity from an order, for example. |
| Add related row | — | Create a row in a child table pre-linked to the current record. |
Navigation & communication
| Setting | Options | What it does |
|---|---|---|
| Navigate | — | Jump to another view. |
| Open URL | — | Open a link — a formula that can join in record values. |
| Phone call / Send SMS | — | Dial or text a number from the record. |
| Send email | — | Open a prefilled email to an address from the record. |
Composition
| Setting | Options | What it does |
|---|---|---|
| Compose | up to 5 actions | Run several actions in sequence as one button. |
| Run workflow | — | Fire a manual-trigger workflow for the current row — the bridge from a click to server-side automation. |
Where actions appear
- Buttons blocks — standalone button rows.
- Table blocks — per-row action columns (up to 3) and bulk actions over selected rows (up to 5).
- Record blocks — the action bar above the fields.
Actions honor permissions and visibility: a role that can't delete never sees the delete button, and a Visible if expression can hide an action until the record is in the right state.
Confirmation & messages
Every action can ask for confirmation before it runs and can replace the toast it shows afterwards. All five fields are expressions, not plain text — so wrap fixed copy in quotes and join in record values to make the copy specific: "Delete " & [Name] & "?".
| Setting | Options | What it does |
|---|---|---|
| Message | — | The confirmation dialog's body. Empty ⇒ Are you sure? (This removes the row. for Delete row). |
| Confirm button | — | Label on the confirming button. Empty ⇒ Confirm (Delete for Delete row). |
| Cancel button | — | Label on the dismissing button. Empty ⇒ Cancel. |
| Success message | — | The toast after the action succeeds. Empty ⇒ the stock wording for the kind, or no toast at all for the navigation kinds. |
| Failure message | — | The toast when the action fails. Empty ⇒ a friendly default for the kind. |
The copy is resolved against the record the action ran on. On the surfaces that have no single record — a buttons block, or a bulk run over selected rows — a formula that reads record values falls back to the default wording, so write fixed copy for those.