🎨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.

Data Import

The Data Import feature enables users to effortlessly import data from external sources directly into the application. It supports CSV or Excel formats, offering flexibility and convenience for tasks like data migration and updating existing records. Refer to Data Import 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.

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.

Launch CRM

The Launch CRM task allows users to open specific data from the CRM, particularly beneficial for those dealing with large datasets who need to review CRM records. Refer to Launch CRM for more information.

Refresh Map

The "Refresh Map" function refreshes the map based on the Designer's specifications and provided instructions. Refer to Refresh Map for more information.

Add Field

The Add Field task enables the users to add a field(s) in the sheet while executing any App in the runtime mode. Refer to Add Field for more information.