Using task controls

A task can expose actions, current information, and live updates. The App defines those capabilities; the client presents the appropriate controls for the values and operations the App supplies.

Actions and results

Open a page's actions with its Actions button, or with a named button the App gives a group of actions. An action may run immediately or ask you to enter values first. Read the operation's description and check the entered values before submitting it. An action the App marks as critical first shows a dialog naming it, with Send and Cancel; Cancel sends nothing.

While the App calculates values for the form, Submit is temporarily disabled; the fields stay editable and links remain available. Once you send a request, the page waits for its reply: other actions and links are unavailable until it arrives.

The result may open a new page, update current information, or simply acknowledge that the operation completed. An acknowledgement does not replace the data you were viewing. An error keeps your entry so that you can correct the problem and retry. Live updates can refresh the displayed information independently of an action's reply.

Required text formats

An App can require a text field to follow a particular format, such as nine digits. If it reports “Enter a value in the required format,” follow the field's description and check the complete text: spaces and punctuation count unless the App's format permits them. Incomplete text may remain while you edit, but invalid fields prevent submission. Imported and calculated text follows the same format checks. For the exact App-authoring behavior, see String formats.

Find your way through a task

The App decides each next page; the client keeps no history of earlier pages. The client's normal Back action therefore leaves the current page for the task's starting page, or leaves the task, rather than stepping back through earlier requests. Inside an interview-style workflow, Back leaves the workflow; use the editor's own Go back action, where the App offers one, to return to an earlier step. On a wide screen an App can show a list and an editor side by side: the list on the left owns navigation, and the right side offers Close instead of Back or Cancel.

A page may also offer AI Search to find one of its destinations from a typed or spoken description. It uses the selected action's ordinary behavior: a complete choice can send immediately, while a form needing more input opens its editor. Critical actions still require confirmation. Search does not submit another editor's unfinished answers. See selection and invocation.

Control AI needs an available connector assigned to the signed-in user. An AI control may stay visible when AI is unavailable; activating it reports an immediate error and sends no AI request. Ask an administrator to check your connector and access. The AI availability rule also covers Assistant messages and document import.

Opening a chart's full view gives it more room; the inline preview is a starting point rather than a separate source of information. See Charts and visual results for how to read these views.

Some operations require additional permissions. A missing action can also reflect what the App actually provides, rather than a connection problem. Ask an administrator to check access when needed, and use Troubleshooting for failed requests or missing results.

For exact native-client screen selection, Configure and Requests behavior, Back/cancel outcomes, acknowledgements, and subscription lifetime, use the endpoint presentation reference. The protocol reference owns critical-request confirmation, leaving while a reply is pending, landing and Back, and AI Search; side-by-side panes follow the master-detail pane contract.

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