Generating Reports Via an Action Button

Last updated 1/10/2024

Generate a Report

An action button can be created to call a function and generate a report, when the button is clicked the report will automatically generate in the frontend. A function needs to be created using the

selectAction()

function on the

Five

object. This report can then be viewed, printed, downloaded, and saved.

1. Create your report.

2. Create and save your function in either the Functions view or the Code Editor.

Example function

    function GenerateReport(five, context, result) {
        five.selectAction('ActionID'); //action ID for the report
        return five.success(result);
    }

3. Navigate to the action in your application you want to add the action button.

Figure 1 - Forms menu item

4. Select the record in the list.

5. Click the Action Buttons tab.

Figure 2 - Action Buttons tab

6. Click the Add Action Buttons button.

Figure 3 - Add Action Buttons button

7. Type a caption in the Caption field.

8. Optional: Click the Edit button in the Icon field and open an image file.

info

The caption will be displayed on the button if no icon is supplied. If an icon is added, the icon will be displayed on the button and the caption will be displayed as the tooltip when hovering your mouse on the button.

9. Click the Events tab.

Figure 4 - Events tab

10. Click the lookup icon in the On Press field and select the function ID.

Figure 5 - On Press event

11. Click the Save button in the form app bar.

Figure 6 - Save button

12. Click the Save button in the form app bar above the list.

Figure 7 - Save button

13. Deploy/run your application.

14. Select the menu item referencing your action.

15. Select a record in the list.

16. Click the action button and your report will generate.

Figure 8 - Generate a report via an action button