Customize

Display Record List in Dialog

Summary

Display a list of records in a popup dialog.

It is also possible for users to select records using radio buttons or checkboxes from the displayed records.

How to Use

When the action is executed, a dialog displaying the list of records will pop up.

When a user selects a record and clicks the OK button, the action is completed, and the selected record is set as the result of the action.

The records selected by the user can be passed to actions that receive records, such as “Calculate Average of Fields in Records.”

Parameters

Set Records, Fields to Display, Selection Method, Message Text, OK Button Label, Cancel Button Label, Allow Unselected or not, and Table Width (pixel).

Record

Specify the action to retrieve the records to be displayed in the list.

To specify the order of records, use the “[Sort Records[” action and set its action number in this parameter.

Fields to Display

Specify the fields to be displayed in the record list.

Arranging the selected fields will also change the record order displayed in the dialog.

Note that this parameter does **not **accept the following field types:

  • Table
  • Related records
  • Field group
  • Blank space

You cannot select the table itself, but you can select the fields within the table. When selecting fields within a table, one row of the table becomes one row in the list, and fields outside the table are displayed with vertical cell merging for the number of table rows.

The Attachment fields can be selected, but unlike “Display Record List in Blank Space Field,” the Attachment field does not take the form of a link.

Selection Method

Specify the method users will use to select records.

You have three options: Don’t Select: Disallow any selections, Single (Radio Button): Select one record using a radio button, and Multiple (Checkbox):Select multiple records with checkboxes

Message Text

Enter the text to be displayed in the message part of the dialog.

You can use a rich text editor to enter text for the “Display Information Dialog” action, but in this action, only plain text can be entered.

While the message text is required in the “Display Information Dialog” action, it is optional in this action.

OK Button Label

If you want to change the label displayed on the OK button, change this parameter.

Cancel Button Label

To change the label displayed on the cancel button, use this parameter.

Allow Unselected or Not

Choosing “Allow Unselected” allows users to click “OK” even when no record is selected.

Choosing “Don’t Allow Unselected” along with “Single (Radio Button)” or “Multiple (Checkbox)” in the “Selection Method” option will disable the “OK” button when the dialog is opened. After selecting a record, the “OK” button will be enabled. When there are no selected records, “OK” will be disabled again. In this case, if the record specified by the “Record” parameter is empty, you will not be able to press “OK” no matter what.

Even if “Don’t Allow Unselected” is set, you can always click “OK” when the “Selection Method” is “Don’t Select.”

Table Width (pixel)

Specify the width of the table in pixels. If omitted, the width will be determined automatically.

Precautions

The action is completed when a user clicks “OK” or “Cancel” on the dialog and closes the dialog. The action is not completed when the dialog is displayed.

Even if a user clicks “Cancel”, the action will be completed.

When waiting for the completion of this action with the condition “When Another Action Complete”, please refer to the above note.

If you want to proceed with the action only when the “OK” button is clicked, and not when the “Cancel” button is clicked, use the condition “When OK Clicked in Confirmation/Input Dialog” instead of “When Another Action is Complete.”

Information for advanced users

The tables that will be displayed will be assigned the following CSS class names:

  • The table itself: customine-record-table
  • Each cell: field type (e.g.) SINGLE_LINE_TEXT
  • Each cell: field code (e.g.) number_1

With this ID, you can customize the table style by registering a CSS file in the app.

Restrictions

  • If “Display Record List in Dialog” is executed while another dialog is already open and the user has not yet closed that dialog, the already open dialog takes precedence, and the subsequently executed “Display Record List in Dialog” is ignored.