User Guide
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  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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  • What is an action?
  • Native actions vs Smart Actions
  • Triggering different types of actions

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  1. Collections

Actions

PreviousDefault actions on relationshipsNextEdit a record

Last updated 1 year ago

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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. 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)

Smart Actions

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 select one or several records

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

  • Global actions: the action is always available in the Table View without having to select one or several records

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

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

Native actions' permissions can be configured in the project settings, in the .

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

Smart Actions can be triggered from the Actions button in the List View, from the Details View, or directly from a or a Workspace.

their type
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Roles tab
Summary View