1. User's Guide
  2. General Operations
  3. Using Quick Actions

Using Quick Actions

Using the Quick Action menu on the Smart View ribbon, you can access various actions quickly, instead of switching between ribbons often or launching the Smart View Options dialog every time to change a setting.

The Quick Action menu contains a list of actions that include:

  • commonly used menu items on the Smart View, provider, and provider ad hoc ribbons such as Submit Data, Refresh, Zoom In, Change Alias, and so on.
  • settings from the Smart View Options dialog such as Suppress Missing Rows, Suppress Repeated Members, Use Excel Formatting, and so on. The status of a setting, whether selected (On) or unselected (Off) is also indicated next to the action.

The list of actions vary based on what is open in context. For example:

  • If no form or ad hoc grid is open, then you get basic actions such as Diagnostics or settings from Smart View Options.
  • If a form is open, then you get form-related actions such as Submit Data, Adjust, or Business Rules in the Quick Action menu.
  • If an ad hoc grid is open, you get ad hoc operations such as Zoom In, Zoom Out, or Remove Only in the Quick Action menu.

Enabling the Quick Action Menu

You can enable and disable the Quick Action menu as per your requirement. In the Health Check dialog, the Quick Action setting is present under Smart View Options and is disabled by default.

  • To enable it, click in the Fix/Update/Help Link column, select Enable, and then click Update Settings.
  • To disable it, click in the Fix/Update/Help Link column, select Disable, and then click Update Settings.

For more information, see Performing a Health Check On Your System.

Customizing Quick Actions

To customize the list of actions that appear in the Quick Action menu:

  1. In the Smart View ribbon, expand the Quick Action menu and select the More... option.
  2. In the Quick Item Selection dialog, select the required actions from the Available Actions section.

    The Available Actions section shows the actions that can be added to the Quick Action menu. The Selected Actions section shows the actions that you have selected to display in the Quick Actions menu.

  3. Do the following:
    • To add an action, select and move it from Available Actions to Selected Actions.
    • To remove an action, select and move it back from Selected Actions to Available Actions.
    • To arrange the order in you want the actions to display in the Quick Actions menu, use the Up and Down arrow icons in Selected Actions.

    Once set, the quick actions are available for all forms and ad hoc grids that you open from a data provider.

Note:

  • The next time you want to customize the actions list, you may not get the More... option in the Quick Action menu. You need to open a new sheet tab, and then expand the Quick Action menu to select More... and open the Quick Item Selection dialog for adding or removing actions.
  • After closing the Quick Item Selection dialog, if you select the More... option again, the Quick Item Selection dialog does not open. This is because, until the selection is not changed, the Quick Action menu will not initiate the same action again. As a workaround, select a different option from the Quick Action menu and then select More... again to open the Quick Item Selection dialog.