Perform action

The fields that are available on the perform action section are shown in the following list.

• Filter column displays the build filter link that you can use to create a filter for the columns on the page.
• Search entry field. Typing text in this field automatically filters the records that are displayed in the table. The table displays only those records that match what was typed in the search field.
• Refresh redisplays the list of records to show any new records and the updates that are made to existing records.
• Download CSV saves the displayed table view as a .csv file.
• Show more text in table cells (up to 50 lines) shows up to 50 lines of text in a single table cell. The default is to show 5 lines. You can set the table view to either 50 lines or 5 lines at a time.
• Show less text in table cells for easier reading (up to 5 lines) shows a maximum of 5 lines of text in a single table cell. You can set the table view to either 50 lines or 5 lines at a time.
• Customize columns displays a page to select which columns are shown or hidden on the page.
• Row settings configures the size and the spacing of the text that is displayed in the cells of the table.

The fields that are available on the perform action section are shown in the following list. Required fields are indicated with an asterisk.

Action *

The action to run for the selected records. If the action needs more information, extra fields are displayed on this tab.

The fields that are available on the comments section are shown in the following list. Required fields are indicated with an asterisk.

Contact name

The name of someone to contact about this action.

Contact phone number

A phone number for this contact.

Comments *

Any additional information to be saved for this action.

The actions that are available on the perform action dialog box are shown in the following list.

• Cancel closes the perform action dialog box.
• Submit submits the action data and the comment data.