Business sees the statistical data on a report and they are expecting to do an action in the report.

Business sees the statistical data on a report and they are expecting to do an action in the report.

I have implemented the action. Is is right to do action from reports tab?

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  • You can do that! See function a!startProcess(). Question is: Should you do it? As always, it depends. What kind of action would you implement? Is this the only way to initiate this action or is it available on the actions tab as well? Is the action related to a record, then it should be a related action.

    In terms of user experience there is no easy answer. But in general, actions "should" go to actions tab or related actions.
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  • You can do that! See function a!startProcess(). Question is: Should you do it? As always, it depends. What kind of action would you implement? Is this the only way to initiate this action or is it available on the actions tab as well? Is the action related to a record, then it should be a related action.

    In terms of user experience there is no easy answer. But in general, actions "should" go to actions tab or related actions.
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