Forum Discussion
EvanMartinez
8 years agoModerator
Hi Sandeep,
Actions do indeed work in Grid Edit mode, they are not restricted to Forms like Form rules. They can work when triggered by Grid Edit, Import, and API. You would want to make sure the fields you are using to trigger the Action are also on the Grid Edit report. For example if you are firing your rule off of a Status field, that status field needs to be on the Grid Edit and needs to match your Actions criteria for firing. You would also want to look at the Action and make sure it is Active. I hope this information is helpful.
Actions do indeed work in Grid Edit mode, they are not restricted to Forms like Form rules. They can work when triggered by Grid Edit, Import, and API. You would want to make sure the fields you are using to trigger the Action are also on the Grid Edit report. For example if you are firing your rule off of a Status field, that status field needs to be on the Grid Edit and needs to match your Actions criteria for firing. You would also want to look at the Action and make sure it is Active. I hope this information is helpful.