Actions

This is the official documentation of the agent_ruby Ruby agent.

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 in a 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.

include ForestAdminDatasourceCustomizer::Decorators::Action::Types
include ForestAdminDatasourceCustomizer::Decorators::Action

@create_agent.customize_collection('companies') do |collection|
  collection.add_action(
    'Mark as Live',
    BaseAction.new(
      scope: ActionScope::GLOBAL,
      description: "Mark the company as live",
      submit_button_label: "Validate 🫵",
      form: [
        {
            type: FieldType::LAYOUT,
            component: 'Page',
            next_button_label: "Go to address",
            elements:[
                {type: FieldType::DATE, label: "Live date",id: "LiveDate"},
                {type: FieldType::STRING, label: "Exist since", id: "CreationDate"},
                {type: FieldType::LAYOUT, component: "Separator"},
                {
                    type: FieldType::LAYOUT,
                    component: "Row",
                    fields: [
                        {type: FieldType::BOOLEAN, label: "CreditCard ?" id: "WithCreditCard"},
                        {
                            type: FieldType::STRING,
                            if_condition: ->(ctx) {ctx.form_values?.WithCreditCard == true},
                            label: "Number",
                            id: "CreditCardNumber",
                        },
                    ],
                },
            ],
        },
        {
            type: FieldType::LAYOUT,
            component: "Page",
            previous_button_label: "Go back to identity",
            elements: [
                {
                    type: FieldType::LAYOUT,
                    component: "Row",
                    fields: [
                        {type: FieldType::NUMBER, label: "StreetNumber"},
                        {type: FieldType::NUMBER, label: "StreetName"},
                    ],
                },
                {type: FieldType::LAYOUT, component: "Separator"},
                {type: FieldType::NUMBER, label: "PostalCode"},
                {type: FieldType::NUMBER, label: "City"},
                {type: FieldType::LAYOUT, component: "Separator"},
                {type: FieldType::NUMBER, label: "Country"},
            ],
        },
      ]
    ) do |context|
      # Implement your controller here.
    end
  )
end

Property	Usage	Description
scope	require	Single, Global or Bulk. See here for more detail
execute	require	The callable called when the action is executed, with context and result builder as parameters. See context and result builder pages for more details.
form	optional	A list of static fields to be input by the user or a function called with context as parameters which returns a list of fields. See form page for more details.
description	optional	An optional description of the action. Default: null
submit_button_label	optional	A custom label for the submit button. Default: the action name

In the admin panel

After declaring it, the 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 in this Team.

Making the Action visible