Actions

Documentation Index

Fetch the complete documentation index at: https://coconut-grid.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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How to open

• Use the Actions quick buttons on the left side of the data grid toolbar.
• Click Settings to open the Actions tab of the Tab Settings dialog.

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Add

• Inserts an empty row after the last selected row or after the first row if nothing is selected.
• Row selection moves to the newly added row.

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Clone

• Duplicates the selected rows after the last selected row.
• Only has create permission columns are copied.
• Row selection moves to the cloned rows.

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Delete

• Deletes the selected rows.
• If a row represents an existing record, a Delete confirmation dialog appears first.

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Bulk / New Task

• Input Fields
  • Subject — the task’s title shown on the record.
  • Assigned To — the user who will own the task.
  • Due Date Only — date the task is due (no time component).
  • Status — current state of the task (e.g., Not Started, In Progress).
  • Priority — importance level for the task.
  • Description — details or notes about the task.
• Buttons
  • Save — creates one task per selected row using the inputs above.
  • Close — closes the dialog without creating tasks.

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Bulk / New Note

• Input Fields
  • Title — the note’s title.
  • Private — restricts visibility according to your org’s note privacy rules.
  • Body — the note content.
• Buttons
  • Save — creates one note per selected row with the given title/body.
  • Close — closes the dialog without creating notes.

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Bulk / Follow

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Bulk / Add to Campaign

• Input Fields
  • Campaign — lookup to the target campaign.
  • Member Status — status to set for the new campaign members.
• Buttons
  • Save — creates one Campaign Member per selected Contact/Lead with the chosen status.
  • Close — closes the dialog without adding members.

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URL

• Configure
  • In the Actions tab of the Tab Settings dialog, click Add URL to open the Add URL dialog.
  • Hover an existing URL action and use the popover icon button to Edit / Clone / Delete.
• Input Fields
  • Label — action name shown in the UI
  • Method — HTTP method (e.g., GET, POST)
  • URL — endpoint
  • Array Parameter Serialization — choose how arrays are encoded
  • Parameters — add rows of:
    • Parameter Name
    • Formula (build with fields/operators/functions)
• Buttons
  • Add — saves the URL action.
  • Close — closes the dialog without saving.

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Flow

• Configure
  • In the Actions tab of the Tab Settings dialog, click Add Flow to open the Add Flow dialog.
  • Hover an existing Flow action and use the popover icon button to Edit / Clone / Delete.
• Input Fields
  • Flow — select an existing flow.
  • Label — action name shown in the UI.
  • Variables — shown if the flow accepts inputs:
    • Variable — choose a Flow variable to pass a value into.
    • Data Type — read-only; automatically set from the selected Flow variable’s data type.
    • Formula — expression that evaluates to the variable’s expected type.
• Buttons
  • Add — saves the Flow action.
  • Close — closes the dialog without saving.

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Apex

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Export

• Export CSV
• Export Excel (UTF-8 with BOM)
• Print