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Get ready to see your data in a whole new way!
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Quick Reference Guide

ADD CONTROL: ACTION COLUMN

Fire off custom actions on demand! Send new data to the right dataset rows, automatically delete unnecessary data, or send dynamic emails with a single click of your mouse. Action columns are your powerhouse for ensuring everyone on your team has the most up-to-date information at their fingertips, whenever they need it!

Action columns revolutionize your data and workflows. Let’s streamline your operations by automating routine tasks, reducing the margin for human error, and speeding up the flow of information. Check it out!

NAME ACTION COLUMN

First, give your new column a name. This name should reflect the purpose of the column, such as SEND EMAIL or UPDATE DATA.

Once created, the action column will automatically be added to your dataset. From there, you can easily click an icon to fire off your action. Whether it’s sending an email to a client with updated information or pushing new data into a specific row, action columns ensure timely follow-ups and up-to-date reporting.

Additionally, action columns can keep datasets clean and organized. If there’s outdated or irrelevant data, an action column can automatically delete these entries, maintaining a clutter-free dataset. This helps in avoiding confusion and ensuring that decisions are based on the most current information.

Name your action column

ADD ACTIONS

Now, it’s time to set up your actions! Click the blue + sign to add a new action. Select from the following options:

  • Send an email: Send a custom email whenever the action icon is clicked
  • Create a new row in a dataset: Create a new row in the dataset of your choice and select which information you want to save there
  • Update existing values in a dataset: Map new data to existing columns in a dataset of your choice
  • Delete a row from a dataset: Delete the dataset row of your choice whenever the icon is clicked

Next, apply any relevant filter criteria, then select your icon shape and color before moving on to the next step.

Configure actions and your icon settings

CONFIGURE SETTINGS

Lastly, let’s configure your settings to ensure the best functionality for you and your team. Customize each of the following settings:

  • Show tooltip on hover: Show a custom message whenever you hover over an action icon
  • Show confirmation prior to running action: Display a custom message requiring users to confirm before running actions
  • Show message after running action: Display a custom message confirming the action has been launched
  • Post action submission navigation: Automatically redirect users to a new page after an action has been launched

Once you’ve finished configuring your settings, click DONE to apply your action settings.

PRO TIP: Your action configurations can also be dynamic! Just select the blue + next to the setting you want to customize, then select your desired column to import text from your dataset. This is a great way to ensure the right data is always visible to the right people!

Configure completion settings for your action columns

LEVERAGE ACTION COLUMNS

Now, you have a new column in your dataset with a custom icon you can click whenever you want to fire off your action(s)! Share this dataset with your team, or create a custom view to keep everyone on your team on the same page.

What a powerful way to streamline daily operations and empwer your team to communicate and share data at lightning speed!

Example of an action column in a Mapline dataset
Have questions? Want to see any of these in action?