Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Widget Connector
width900
urlhttps://www.youtube.com/watch?v=WzIjRgpRMkk&list=PLbPt6SI1Zhb8CnWh7Gvopto7D6LEwcB9A&index=20
height500

In this video we will explore the ability to drag one record over onto another record and have to trigger an action fire. To recap the video:

  1. Open the Contacts stream configuration form.
  2. Add a new attribute and set:
    1. Name: ReportsTo
    2. Length: 100  
      This value of 100 is required as we will be combining two 50 character fields into this attribute.
  3. Add the new attribute to the Contacts view.
  4. Create a Drag Type –This determines .
    Use this to specify what data is expected by a target when it receives a dragged item i.e, in this case. a contact.
    1. Name: Contact
    2. Description: A Add your own description of what this action will be used fordo.
    3. Save your changes
    Create an Action back on
    1. .
  5. Switch to the Contacts stream and create an Action. Set:
    1. Name: ContactReportsTo
    2. In the Confirmation Message section:
      • Ask For Confirmation: Tick tick
      • Confirmation Message: "Are you sure you want to set Reports To?"
    3. In the Stream Item Action Rules section:
      • Add a new Stream Item Action Rule.
      • Add a new Stream Item Action.
        • Name: ContactReportsTo
        • Stream Item Action: Update
        • Filter Type: Dragged Items
        • Copy Values By Name: Untick this untick
          This is required as you want to set only one value programmatically.
        • Attributes to Update
          • Name: ReportsTo
          • Expression: _form.FirstName+" "+_form.FamilyName
  6. Create a Drop Target This determines
    Use this to specify what to do with the received Drop Type. Set:
    1. Name: ReportsTo
    2. DragType: Contact
      This must match the Drag Type we created earlier.
    3. Action: ContactReportsTo
  7. Update the Refresh Actions.
    1. Add the Action ContactReportsTo.

Go into App Mode. Drag one contact onto another and the ReportsTo attribute will be populated.



Panel

Next video: 19. Setting User Access Control