...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
In this video we will explore the ability to drag one record over another record and have an action fire. To recap the video:
- Open the
Contactsstream configuration form - Add a new attribute:
- Name:
ReportsTo - Length:
100– This is required as we will be combining two 50 character fields into this attribute.
- Name:
- Add the new attribute to the
Contactsview - Create a Drag Type –This determines what data is expected by a target when it receives a dragged item i.e. a contact.
- Name:
Contact - Description: A description of what this will be used for
- Save your changes
- Name:
- Create an Action back on the
Contactsstream- Name:
ContactReportsTo - Confirmation Message section
- Ask For Confirmation: Tick
- Confirmation Message:
"Are you sure you want to set Reports To?"
- 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 is required as you want to set only one value programmatically
- Attributes to Update
- Name:
ReportsTo - Expression:
_form.FirstName+" "+_form.FamilyName
- Name:
- Name:
- Name:
- Create a Drop Target - This determines what to do with the received
Drop Type.- Name:
ReportsTo - DragType:
Contact- This must match the Drag Type we created earlier.
- Action:
ContactReportsTo
- Name:
- Update the Refresh Actions
- Add the Action
ContactReportsTo
- Add the Action
Go into App Mode. Drag one contact onto another and the ReportsTo attribute will be populated.
| Panel |
|---|
Next video: 19. Access Control |