Change Record Command Actions

You can further customize the record commands in your report by selecting the record type that actions are performed on when you click record command links or double-click the report’s rows.

The record type you select is also used as the default record type for record command buttons and right-click menu options, though you can select any of the record types when using buttons or the right-click menu.

You can also select the actions you want to perform when you double-click the report’s rows. For example, you can open a record, assign a record, or perform other actions when you double-click the row.

1. Open the report you want to edit.
2. Click Records on the Home tab.
   The Customize Record Commands window opens.
3. To select the report level you want to configure, click the Level drop-down list and select the report level you want.
   The options available on the Default Record and Default Action drop-down lists depend on the information displayed in the report level you select.
4. Click the Default Record drop-down list and select the record type you want the record command actions to apply to.

   The record type you select determines which links are available on the Links button on the Display tab of the report designer, since different actions can be performed on different record types. See Add Record Command Links to a Report.

5. To drill down into another report level instead of opening a record when a row in the report is double-clicked, select None from the Default Record drop-down list.
   The additional report level must be configured with a drill-down link of Entire Row. See Create an Additional Output Level.
6. Click the Default Action drop-down list and select the action you want performed when you double-click a row in the report.
7. To restore the default record command settings for all the levels in the report, click Reset All near the top of the window.
8. Click OK.
9. Click Save.