5 Perform Actions in a Table or Form-over-Table Layout

In addition to data entry operations such as edit, create, and delete described previously, some web applications define special operations, "custom actions", on particular business objects. For example, an expense report might define actions called "Approve" or "Reject" that can be performed on each expense report.

Click Download Data to download data to your worksheet, then update an action's cell values much as you would any other field's cell value. In the following Table layout, rows marked as Reject are those where the user has updated cell values corresponding to the Reason (Reject) and Notes (Reject) action columns.
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Description of the illustration custom_actions_table.png

When you add or update a value in an action cell first, the row is marked for that action in the Change column. Other cells in that row that don't involve actions are grayed out and cannot be edited. But if you add or update a value first in a cell that doesn't involve an action, the row is marked as an Update in the Change column and the action cells in that row are grayed out (as shown in the following image). In other words, the first action you perform on a row determines that row's pending action. See also Understanding Read-Only Behavior.
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Description of the illustration custom_actions_table_automark.png

You can also mark rows for an action by selecting Mark for Action from the Table Row Changes menu. With this option, if only one action is defined, you'll be prompted to confirm. If more than one is defined, you'll be prompted to select from a list of available actions:
Description of custom_action_markforaction.png follows
Description of the illustration custom_action_markforaction.png

When a row is marked for an action, the action's fields also receive the same validation, as described in Understanding Data Validation.

The actions for these marked rows are performed during the next upload.

If you're working with a Form-over-Table layout, click Download Data, select Perform Action in the Form Changes menu, then follow the prompts to perform actions on a Form row, as shown here where you're prompted to select an action, then provide values for the action's fields:
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Description of the illustration fot_custom_action.png

An action can be performed only on an existing row (not on a pending Create row).

An action on a form takes effect immediately, unlike one in a table (where rows are marked for actions and the actions are performed later during an upload).

After uploading (for table rows) or performing an action (for the form), any result from the custom action returned by your REST service is displayed in the Status Viewer. For example, after invoking the custom action "Reject" on an Expense Report table row, the Status Viewer shows a confirmation code as the result:
The Status Viewer showing the result from a custom action

Also, form row data is not automatically refreshed after an action is performed, even if the action was successful. Click Download Data again to refresh data in the form row.