Use Report Actions

Actions let staff work with records directly from a report table. They are available only for table blocks, and the actions each person sees depend on their role permissions.

Choose which actions appear

1. Open the table’s Actions control while editing the report.
2. Leave Show all actions selected to let Kanri show each viewer the actions their role permits, or select a smaller set for this table.
3. Optionally select Create actions to add shortcuts for creating the selected record type or opening a related page.
4. Save the block, then check the table as a viewer who has the intended role.

An action hidden by role permissions cannot be enabled for that person just by adding it to the table. The available record actions and creation shortcuts also depend on the table’s record type.

Run an action on one record

1. Find the row for the record you intend to change.
2. Open that row’s action menu and choose the action.
3. Read any confirmation or requested fields carefully, then confirm only if the target and values are correct.
4. Recheck the row or open the record to verify the result.

Actions can change records. Confirm that the report’s filters and columns identify the right record before proceeding.

Run a bulk action

1. Select the records to work with in the table.
2. Choose a bulk action from the selection controls. Only actions marked as safe for bulk use are offered for a selection.
3. Check the selected-record count and any requested values before confirming.
4. Follow the progress display. Open the job details if you need to review the outcome.

If a needed action is not available for a selection, run it on records individually or ask an administrator whether another supported workflow fits the task. Do not assume that an action can be made bulk-safe by changing the report.

Use a creation shortcut

Configured Create actions appear as labeled shortcuts on the table. Depending on the record type, a shortcut may open a page or start a registered create action. If Kanri asks for values, check them before submitting; the new record is created using your own permissions.

Troubleshooting

• An action is missing: your role may not have the required permission, or the action may not apply to this record type.
• Bulk action is missing: the action may not be marked safe for bulk use.
• The result is not what you expected: open the record and review its activity or history. If the report’s filter is too broad, narrow it before taking further action.

Next steps

• Configure table columns and filters
• Share a report with staff