The Rules of Actions

Hi guys,

I wonder if anyone has a rock-solid guide to how actions appear (or do not!)

I'm having an issue where I need to display an action with a LINKTOFILEREDVIEW() within a view that displays cards.

Only the system generated 'add' action appears, my custom action (which is also an add, but with some prepopulated fields) will not appear. Any ideas why?

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In general,

1. If a view refers to a slice, the slice must have all required actions selected.

2. All in-line & prominent actions appears automatically only on detail type of view, you may need to use overlay types in your case.

3. To control when an action should appear, use action's behavior section to construct a proper expression.

The data isn't a slice, so that's not the issue.

It's also not a detail view, it's just using Cards, I don't think that's it either.

I cannot figure out why only the 'Add' action appears as an overlay, anything I create, does not.

EDIT: It isn't a FILTEREDVIEW, I'm using a LINKTOFORM()

 

My practice is if using tables as view's data sources gives unexpected results, create slices for the views instead in order to get more control over actions (including to hide & to show them).

Yeah, OK, I'll give that a go, thanks.

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