Custom Actions Field

Overview

The Custom Actions Field (Calculated Column type) enhances the user experience within Advanced Data Grids by allowing Decisions developers to configure multiple row actions as clickable icons in a single column. Currently this is only available on Advanced Data Grids, will be coming soon to Reports.

Each icon triggers a configured Flow that can interact with:

• Selected row data
• Parent form data
• Flow session data

This setup supports dynamic behavior like updating rows, triggering notifications, or toggling states (e.g., marking a row as “Favorite”). 

Configuration

1. On a Form with an Advanced Data Grid, open the Advanced Data Grid Source. Add a new Calculated Column and select the type CustomActionsField.
   
2. In the Add Calculated Column dialog, all column properties are available. To configure the actions, open Data > Actions select the plus icon to add an action.
   1. For each action:
      1. Provide a name.
      2. Define the Flow to execute.
      3. Select or upload an icon (upload image file, URL, or pick from the Decisions icon library).
      4. Add a tooltip for accessibility.
3. To provide more dynamic capabilities, icons can be conditional based on column values. Select 'Enable Conditional Icon' to show more configuration settings.
   1. Select a column to evaluate for the condition(s).
   2. Select the column to evaluate, then add one or more conditions.
   3. For each condition:
      1. Specify the icon, conditional logic, value, and tooltip.
      2. Note: The same Flow will run regardless of condition. Use logic inside the Flow to branch behavior based on row/form data.
4. Configure the order of icons using the up/down arrows within the Actions list.
5. If icons exceed the column width, enable text wrap in column settings or expand column width.
   

Example Scenario

In this example, two Advanced Data Grids demonstrate how custom icon actions behave at runtime.

The first grid includes three actions: Set Language, which shows a pink icon if no language is set and grey if one is already selected, both states trigger the same Flow allowing the end user to change the Language. A second icon changes based on the first letter of the email address, purely for visual variation. The third action, a green Add icon, adds the selected row to the second Advanced Data Grid.

The second Adv. Data Grid updates in real time and includes a red Remove icon on each row to remove items from the list.

This full setup is available as an exportable project below.