Actions

Sooner or later, you will need to perform actions on your data that are specific to your business.

Moderating comments, generating invoices, logging into a customer’s account, or banning users are exactly the kind of important tasks to unlock to manage your day-to-day operations.

Custom action displayed on the table-view

In your code

To create an action, you will first need to declare it in your code for a specific collection. Here we declare a Mark as Live action for the companies collection.

The action behavior is implemented in the execute() function.

agent.customizeCollection('companies', collection =>
  collection.addAction('Mark as live', {
    scope: 'Single',
    execute: async context => {
      // Perform work here.
    },
  }),
);

In the admin panel

After declaring it, your action will appear in the "Smart actions" tab within your collection settings.

An action is displayed in the UI only if:

• it is set as "visible" (see screenshot below) AND

• in non-development environments, the user's role must grant the "trigger" permission

You must make the action visible there if you wish users to be able to see it.

Making the action visible