Valorx Fusion
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Tasks
As the name suggests Tasks, Designers can add the tasks before executing the app in runtime. Designers can create eight different kind of tasks.
Open an Excel and click on Start and open an app from Connection list.

Query

This Task retrieves data from your CRM, and is typically used to display on the Maps that you have created in the earlier steps. Refer Query for more information.

API

API Task can call readily available Salesforce Webservices or to perform computations or actions that are not suitable for spreadsheet to handle. Follow API for more information.

Macro

With Macro Task, you can integrate Excel automation into your Valorx Fusion Apps to speed up some of the tedious manual operations. Refer Macro for more information.

Dataset

Dataset combines or find similar data retrieved using multiple Query Tasks. Refer Dataset for more information.

Add/Delete

This Task enables you to dynamically add or delete records from Grid Map. Refer Add/Delete for more information.

Document

Document Task supports saving a Valorx Fusion App as an Excel or PDF attachment onto a Salesforce record in either the Notes & Attachment or File section. Refer Document for more information.

Refresh Ribbon

In Workflow and UX, you will learn more about creating ribbon buttons for Runtime Users to interact with. This Task can dynamically show or hide those buttons. Refer Refresh Ribbon for more information.

Clear

Clearing Grid Maps and Form Maps can be achieved using Clear Task. It clears the Maps on Excel without affecting the records in your CRM. Refer Clear for more information.
Last modified 6mo ago
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