The View Item step allows users to open and view a specific item from the collection in a read-only format. It is especially useful for scenarios where users need to review details of a collection item without making modifications. This action can be bound to a button or container in the collection, providing users with an easy way to trigger the view action when interacting with the collection.
Configure the View item action:
Execution Condition:
Set conditions under which the action should be executed. For example, the action may trigger only if a particular status or field value is met.
You can enable the checkbox Continue next step when the condition is not met if you want the workflow to proceed even if the condition isn’t met.
Learn more about the Execution Condition of actions.
Query Parameters:
Configure parameters that pass additional data to the item view using the Settings button. This can include values such as item IDs or other form data that are relevant to the item being viewed.
Link:
Select the default layout in which the item details will be displayed.
Open in:
This option controls how the item is presented to the user (e.g., Pop-up window, Slide in, Full page, or New window).
Size:
Define the size of the item view to control how much space it occupies on the screen. Use Default, Small, Medium, large, or Full screen based on the complexity of the data being shown.
Learn more about the use of the Collection actions.
When to Use the View Item Action:
Detailed Information Review:
Use this action when you need to access comprehensive details about an item, such as project specifications, client information, or inventory status.
Contextual Decision-Making:
Ideal for scenarios requiring informed decisions, this action allows users to view relevant data before proceeding with actions, ensuring decisions are based on complete information.
Audit and Compliance Checks:
Essential during audits or compliance reviews, the View Item action helps verify data accuracy and ensure adherence to standards without making immediate changes.
Historical Data Access:
Utilize this action to review historical data or track changes over time, aiding in trend analysis and reporting insights.
User Collaboration:
Use this action to share item details with team members for collaborative discussions, ensuring everyone has the necessary context without altering the item.
By leveraging the View Item action, you can ensure you have all the pertinent information at your fingertips, leading to better decision-making and enhanced workflow efficiency.