Common questions about Action Centres, with short answers. For full detail, follow the guide named in each answer.
What are Action Centres?
Live, exportable data tables focused on specific domains — cases, finance, forms, goals and CPD, lists, posts and organisations — with search, filtering, sorting and optional in-table editing. They are the central hub for reporting on and taking action with your SwiftFox data. See Action Centres — Overview (Document ID: 158).
How do I get permission to create them?
An administrator turns on the Action Centre permissions for your user group. There are two, both under the Action Centre heading in the group's permission list: Action Centre gives access to the feature itself, and Action Centre Management adds the ability to create and edit Action Centres and areas. With Action Centre Management on, an Action centres page appears under Features in Settings, and that is where you create and manage them. See Creating an Action Centre & permissions (Document ID: 152).
Can I add my own area with an icon and path?
Yes. On Settings → Features → Action centres, select Manage Areas at the right-hand end of the tab strip, then Add area. Set the Area name, an Area icon from the searchable library, and the Path name. Save, then refresh the page to see the area in the left-hand navigation.
One thing to get right first time: the Path name "cannot be changed after creation", in the product's own words. The name and icon stay editable. See Action Centres — Areas & sections (Document ID: 162).
Can I control who sees or edits an Action Centre?
Yes. On the builder's Permissions step, add the users and user groups that should have access and give each one a level — Full Access, View and Edit, or View only. There are also Everyone and Only me presets. See Creating an Action Centre & permissions (Document ID: 152).
What is the difference between Data Table and List builder?
- Data Table unifies one data table across all profiles, so a profile can appear on several rows. See Action Centre types reference (Document ID: 154).
- List builder starts from a saved list, lets you add more columns (including custom fields), mark columns editable, and optionally publish the result as a website directory. See List Builder Action Centres (Document ID: 153).
Can we push invoice data to accounting?
Yes. Invoice Action Centres support MYOB and MYOB journal exports, including tracking codes. See Financial Action Centre types (Document ID: 155).
Can I export individual invoice line items?
Yes. For invoices with several line items you can export per line item as well as at the invoice level. See Action Centre filtering, sorting, in-table editing & export (Document ID: 156).
How do public directories work?
On a List builder Action Centre, turn on Enable website configuration on the Basics step. That adds a Website configuration step to the builder, where you set the card and drawer fields and the filters visitors can apply. The directory publishes to your website or Login Portal. See Website directories & Login Portal publishing (Document ID: 157).
Do live lists update automatically in the Action Centre?
Yes. With a Live source, records enter and leave the table automatically as they meet or stop meeting the list criteria. A Fixed source stays static unless the underlying list is edited. See List Builder Action Centres (Document ID: 153).
Why does the same profile appear more than once in a Data Table?
Because data tables support a flexible number of entries per profile. Each entry becomes its own row, so a profile with several entries appears on several rows.
Can I edit data directly in the table?
Yes, where a field has been made editable — most notably via the Editable tick on List builder columns — and provided you have Full Access or View and Edit permission. View only users cannot edit. See Action Centre filtering, sorting, in-table editing & export (Document ID: 156).
Is the data live, or do I need to refresh it?
Action Centres read live from your database, so records are current each time you open one. A Refresh data control in the table toolbar re-reads the data without reloading the page, which is useful when records are changing while you work.
I changed the filters and want the original view back
Once you move a table away from its saved defaults, a Reset View control appears in the toolbar. Selecting it returns the table to the Action Centre's saved default filters and sorting. Your ad-hoc changes only ever affect your own view, never what colleagues see. See Action Centre filtering, sorting, in-table editing & export (Document ID: 156).