Actions (Detail View)
Package: BASIC
1. General
In the detail view of a record, a number of general actions are located in the upper area of the view, which are available in most modules.
Detail View – General Actions
The general actions include:
Exceptions include special modules such as Reports, Email Accounts or Templates. Module-specific actions are described in detail on the respective pages of the Modules section.
The default actions available can be configured/edited in Global Settings – Module Management. New actions can also be created, in which the target modules and the values of fields to be passed are defined.
Which actions are available to a user can be configured via the settings in Profiles.
Actions for which a user has no permission are not displayed.
2. General Actions
2.1. Subscribe
Detail View – Subscribe Action
To be notified about changes to records made by other users, the Subscribe function is available.
There are two ways to subscribe to a record:
- Subscribe action icon in the detail view of a record.
- Mass Subscribe action in the list view. Detailed information: Actions (List View) – Subscribe.
After clicking the Subscribe action icon (star icon), the Notification Options popup opens.
In the Notification Options popup, you can select how notifications are to be delivered:
- Enable email notification → When records change, a corresponding email is sent by brainX (Note: the Central Mail Server must be configured in Global Settings – Company Information).
- Enable notification box → When records change, this is shown in Notifications.
After clicking the Subscribe button, the selected records are subscribed.
A subscribed record can be recognised by the filled Subscribe action icon (filled star). For unsubscribed records, the icon is empty.
To end a subscription, click the Subscribe action icon (star) again. The Notification Options popup opens.
The Cancel Subscription button ends the subscription.
To change the notification options of a subscribed record, the Subscribe action icon (star) can also be used.
2.2. Edit
Detail View – Edit Action
After clicking the Edit button, the edit view of the record opens.
In the edit view, the Edit button is hidden and instead the Save and Cancel buttons are shown.
- Save → The changes made are saved and the detail view of the record is displayed again
- Cancel → Any changes made are not saved and the detail view of the record is displayed again
Individual fields can also be edited directly in the detail view without opening the full edit view. This function is called QuickEdit and is also available in the list view. Detailed information: QuickEdit.
2.3. Comments
Detail View – Comments Action
Comments contribute to improving the efficiency and effectiveness of customer relationships.
After clicking the Comments action icon (speech bubble icon), the sidebar with comments opens.
Detail View – Comments Sidebar
The function is described in detail in the Comments section.
2.4. More Actions
Detail View – More Actions
By clicking the Actions icon (three-dot icon), a popup menu opens showing all actions available for this record.
More Actions – Flyout Menu
In addition to the general actions, there are further module-specific standard actions for each record.
The standard actions are described in detail in the Standard Actions section.
2.5. View
Detail View – View Action
The View action icon (eye icon) can be used to switch between views/layouts.
Setting a view as the default view and switching to a view are two independent operations: if a view is set as the default, the display does not automatically switch to that view. To switch to another view, it must additionally be selected separately.
2.6. Tag
The term "tag" (plural: "tags") originates from English and means "keyword" or "label". Tags are used to categorise content and topics.
Detail View – Tag Action
After clicking the Tag action icon, an input field is shown in which new tags can be added.
Add Tag
The Public toggle controls the display of most-used tags and the visibility of new tags.
2.7. Additional Information
If at least one field has been marked as an Additional Information field in the Layout settings of the Module Manager in Global Settings, the field is not displayed directly in the detail view.
To display the fields, click the Additional Information action icon. After clicking the action, a sidebar opens showing all fields marked as Additional Information.
Detail View – "Additional Information" Sidebar