Actions

Overview

Actions are customizable buttons that allow mobile app users to complete specific tasks, such as scanning documents, submitting forms, launching external apps, or making phone calls. Actions can be placed on dashboard info cards, embedded within load or stop workflows, and more.

NOTE: To better understand actions, refer to our Actions Guide.

Accessing Actions

Within App Manager, navigate to App Configuration > Actions to view and manage all active and archived actions in the environment. App Manager lists all available Actions alphabetically by Title.

You can  search for active or archived actions by typing in the Title or Code in the search bar. When viewing an action, you can preview how the action buttons will render in both Light Mode and Dark Mode (including label, icon, and colors) before saving.

NOTE: Changes made here affect the active environment only.

Creating and Configuring an Action

1. Navigate to App Configuration > Actions

2. Select + Add an action

3. Assign a unique Code, Title, and Label to the action

   • The code is used internally and cannot contain spaces.

   • The title is used as a main reference within App Manager.

   • The label is visible on the action within the mobile app.

4. Select the desired Type from the dropdown menu and fill out the required fields. See Action Types for a full list of available inputs.

5. Select Save once all required fields are configured.

NOTE: Title and Notes are for internal reference. Neither are shown to mobile users.

Copying an Action

You can duplicate an action into another environment.

1. Open the action you want to duplicate

2. Select the Copy button, located just below the Save button

3. In the modal that appears, use the dropdown to select the destination environment, then confirm

Archiving an Action

Select the Archive button to set the action to an archived state once it is no longer in active use.

NOTE: Archived actions remain available for historical reference and can be unarchived later.