This post I will explain how actions work. How to create a new sales order via Actions.
On the sales order click on Actions. Then add an action.
Click on the new sales order button and start recording your screen. I selected a few fields that I wanted to add.
Go to the mobile and refresh.
Lookups have to be linked too. This can be done by clicking on the field and then hit the properties.
Notice how you have to have an existing page. I ended up creating a customer page and linked the fields.
Date look up appear like so
This will sync the action back to the system. If there are any sync issues, just navigate to the Sync history.
You don’t get a detailed error message. You get sync failed due to an error. That is why I have to emphasis keep it simple.
