Hello,
I successfully created the LogExpense action in the table Jobs , displayed in the first 3 screenshots below. It uses the LINKTOFORM target, which creates and then pre-populates a child record in the related ServiceDetail table so that end-users can add expense data, using the ServiceDetailExpenseLog_Form that I created for the purpose. The action both works and displays its icon perfectly as shown below:
Having done this so that users can log expenses without having to view some 3-dozen irrelevant fields in the ServiceDetail table, I attempted to do the same for accounts receivable by:
Here's what that looks like in AppSheet. Notice that the action's icon does not display:
I've tried to make the LogAccount action display its icon by:
I'll greatly appreciate any ideas I should consider.
Thanks!
Solved! Go to Solution.
Thanks for your continued help, @Aurelien. Here are the screenshots you asked for:
It occurred to me that you might appreciate screenshots of the view's settings as well, so I began to take those screenshots. While doing so I noticed that the action was missing in the view's settings (AppSheet's auto-assign feature did not add the problem action to the view, so I added it manually and added the others that displayed properly as well to be safe.
For sure your help got me pointed in the right direction, for which I'm most grateful. My issue is now resolved! ๐
Thanks!
Great idea, @Aurelien. Thanks.
Anyone referencing this archive should not be confused by the change I made to the Action's name, from "LogAccount" as it appears in my original posts to "Pay" as it appears circled in red within the screenshot below. It's the exact same action. The name change is incidental and has nothing to do with the issue at hand.
Just as you suggested that I make sure the action is listed in the slice, I also needed to include it in the view like so:
Hi @Cubinche
Something attracts my attention:
Your last intuition would be the good one to me. Can you go to the Data pane, and make sure the Slice "Open jobs" contains the action you created? Can you share a screenshot of this slice settings?
That worked perfectly, @Aurelien. Thanks so much for your generous contribution and outstanding insights!
Thanks for your continued help, @Aurelien. Here are the screenshots you asked for:
It occurred to me that you might appreciate screenshots of the view's settings as well, so I began to take those screenshots. While doing so I noticed that the action was missing in the view's settings (AppSheet's auto-assign feature did not add the problem action to the view, so I added it manually and added the others that displayed properly as well to be safe.
For sure your help got me pointed in the right direction, for which I'm most grateful. My issue is now resolved! ๐
Thanks!
Hi @Cubinche
I'm happy you solved it.
Would you mind sharing the screenshots of the view settings you corrected, so that further users can understand where to look for in the future?
Great idea, @Aurelien. Thanks.
Anyone referencing this archive should not be confused by the change I made to the Action's name, from "LogAccount" as it appears in my original posts to "Pay" as it appears circled in red within the screenshot below. It's the exact same action. The name change is incidental and has nothing to do with the issue at hand.
Just as you suggested that I make sure the action is listed in the slice, I also needed to include it in the view like so:
Hi @Cubinche
I think there is a confusion and I would like to share a clarification:
- Slices are like filtered tables ==> they contains permissions, columns in the order you like, and a set of actions among those available at the table level. They are like "mini-tables"
- Views are based on their data sources, and those can be Slices or Tables. There is no action setting attached to views.
What you did is to make sure the slice (on which your view is based) contains the actions you wanted to display to the user.
I hope this clarification helps into better understanding what you achieve! ๐
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