Step actions
In many TSIs, you will find actions on a selection step; these are called step actions.
End users can use step actions to change / update the display of data on the selection step. Some actions are generic to all steps, such as Refresh list, Show list, Show archived items and some are specific to steps, such as Generate QR code.
Step actions are available at various locations on the user interface:
• Action panel, for example Generate clustered orders, Area calculation.
• Data panel, such as CAD integrator, BIM viewer.
• Elements list, such as Show related orders, Financial year active.
• Search bar, such as Search by stock item code, Search flexible workspaces.
• Graphical planner, such as Filter on desk configuration, Show completed orders.
• Chart (element list filter), such as Highlight resources suitable for job.
• Chart (planner filter), such as Show critical path.
• Menu, such as CAD Integrator menu.
By default, all actions are available to all users. You can, however, remove irrelevant actions from the layout.
For more information on configuration, see
Linked step actions.