Actions

Please be sure of your agent type and version and pick the right documentation accordingly.

This is the documentation of the forest-express-sequelize and forest-express-mongoose Node.js agents that will soon reach end-of-support.

forest-express-sequelize v9 and forest-express-mongoose v9 are replaced by @forestadmin/agent v1.

Please check your agent type and version and read on or switch to the right documentation.

Actions

Visualizing data is great, but at some point you're going to want to interact with it.

What is an action?

An action is a button that triggers server-side logic through an API call. Without a single line of code, Forest Admin natively supports all common actions required on an admin interface such as CRUD (Create, Read, Update, Delete), sort, search, data export, and more.

Native actions vs Smart Actions

In Forest Admin, all the available actions can fall into 2 categories.

Native actions

Those actions come out-of-the-box. We've covered them in details from a route perspective in Routes, but here is what the most common ones look like in the interface:

  • Create: create a new record in a given collection (1)

  • Duplicate: create a new record from an existing one (2)

  • Update: edit a record's data (3)

  • Delete: remove a record (4)

Some actions are only available when 1+ record(s) are selected. This depends on their type.

Native actions' permissions are set from the Roles section of the Project settings.

Smart Actions

Smart actions are your own business-related actions, built with your own code. You'll learn how to use them in the following page.

Smart actions can be triggered from the Actions button or directly from a Summary view.

Triggering different types of actions

Triggering an action is very simple, but the behavior can differ according to the type of action.

There are 3 types of actions :

  • Bulk actions: the action will be available when you click on one or several desired records

  • Single actions: the action is only available for one selected record at a time

  • Global actions: the action is always available and will be executed on all records

In the following pages, we'll cover everything you need to know about interacting with your data through actions.

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