Actions are reusable verbs you define once and attach anywhere — button rows, table action columns, bulk selections, and record-page action bars.
| Setting | Options | What it does |
|---|
| Add row | — | Create a record, optionally through a chosen form (with prefills). |
| Edit row | — | Open the current record in a form. |
| Copy row | — | Open a form prefilled with the current record's values — “duplicate and tweak”. |
| Delete row | — | Delete the current record (with confirmation). |
| Set value | up to 10 fields | Write computed values to the current record — Approve as one click setting [Status] and [Approved at]. |
| Add row to… | up to 10 fields | Insert a computed row into another table — log an activity from an order, for example. |
| Add related row | — | Create a row in a child table pre-linked to the current record. |
| Setting | Options | What it does |
|---|
| Navigate | — | Jump to another view. |
| Open URL | — | Open a link — templatable with record values. |
| Phone call / Send SMS | — | Dial or text a number from the record. |
| Send email | — | Open a prefilled email to an address from the record. |
| Setting | Options | What it does |
|---|
| Compose | up to 5 actions | Run several actions in sequence as one button. |
| Run workflow | — | Fire a manual-trigger workflow for the current row — the bridge from a click to server-side automation. |
- Buttons blocks — standalone button rows.
- Table blocks — per-row action columns (up to 3) and bulk actions over selected rows (up to 5).
- Record blocks — the action bar above the fields.
Actions honor permissions and visibility: a role that can't delete never sees the delete button, and a Visible if expression can hide an action until the record is in the right state.