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Create a Card View

In the right portion of the Businesses dashboard create a new Form called: BusinessNotes
Enter the Settings:
1. Tick Auto Size
2. Direction: Column
3. Justify: Flex Start
4. Align: Stretch
5. Remove all other Position Settings
6. Tick Prevent Dragging
Open the configuration form for the stream BusinessNotes, and bring the new dashboard back to the front
Drag the stream icon from the configuration form onto the BusinessNotes form, this automatically creates a Card View.
Locate the Card View in the repository
1. Set the Name to Notes
2. Tick Use Custom Default Filter
3. Next to the Default Filter click +
  - Name: ByBusinessUID
  - Filter Details
    - BusinessUID equals Businesses.UID
    - Click abc to let PhixFlow know this is a formula.
  - Note that default filters can be removed by the user. If you use the Background Filter Rule this will be applied and not be accessible to the end user. The latter is available via the Background Filter Rule section, where a filter Rule can be added.
4. Create Default Sort Order
5. Tick Auto Size
6. Remove all the Position Settings
7. Tick Prevent Dragging
Locate the Card in the repository, enter the settings:
1. Untick Auto Size
2. Direction: Column
3. Justify: Flex Start
4. Align: Stretch
5. CSS Properties:
  - maxHeight = 300px
  - minHeight = 50px
6. Remove all Position Settings

Configure the Card View Layout

Drag an Area onto the Card (using shift to embed the area)
Set the following for the Area:
1. Name: NoteHolder
2. Untick Auto Size
3. CSS Properties:
  - padding-left = 5px
  - padding-right = 5px
  - padding-bottom = 5px
  - padding-top = 5px
4. Remove all Position Settings

Top Portion of the Note

Drag an Area ono the NoteHolder area and set the following:
1. Name: NoteContent
2. Untick Auto Size
3. CSS Properties:
  - border-bottom = 1px solid #9b9b9b
4. Remove all Position Settings except Order and Tab Index
Drag a Dynamic Text area onto NoteContent, with the following settings:
1. Name: Note
2. Untick Auto Size
3. CSS Properties:
  - padding-bottom = 5px
4. Width: 100%
5. Remove all other Position Settings except Order and Tab Index

Lower Portion of the Note

Drag an Area ono the NoteHolder area and set the following:
1. Name: NoteAudit
2. Untick Auto Size
3. Direction: Row
4. Justify: Space Between
5. Align: Center
6. Remove all Position Settings except Order and Tab Index
Drag a Dynamic Text field onto the area and set the following:
1. Name: NoteByUser
Drag a DateTime field onto the area and set the following:
1. Name: NoteDate
2. Type: Datetime
3. Remove all Position Settings except Height, Order and Tab Index

Setup a Note Editing Dashboard

Create a new Dashboard called BusinessNotesEditor
1. Tick Always On Top
Create a new Form called AddNoteForm
Open the configuration form for the stream BusinessNotes, and bring the new dashboard back to the front
Drag the attribute Note onto the dashboard and set the following:
1. Tick Multi-Line
2. Width: 100%
3. Top: 0px
4. Bottom: 45px
Drag the attributes UID onto the dashboard and hide the field
Drag the attribute BusinessUID onto the dashboard and hide the field
1. This field will be used to associate the note to a specific business
Drag an Area onto to the dashboard with the following settings:
1. Name: AddNoteFooter
2. Background-Colour: #9b9b9b
3. Direction: Row
4. Justify: Flex End
5. Align: Center
6. Width: 100%
7. Height: 45px
8. Bottom: 0px
9. Tick Prevent Dragging

Setting Up Custom Actions

Add a button, and set the following:
1. Name: InsertNote
2. Action Type: Insert
Open the stream configuration for Notes
Go to the Actions section
Press + to add a new action
In the action configuration form, enter the following settings:
1. Name: AddNoteCustomAction
2. Display Name: Add Note
3. Context Parameters
  - Tick Include Previous Context Parameters
4. In the Stream Action Rule Items section use the following settings:
  - Add Stream Action Rule using the + button
  - Add a Stream Action using the + button
    - Name: AddNoteAction
    - Stream Item Action: Update
    - Filter Type: Selected Items
    - Tick Copy Values By Name
    - Attributes to Update:
      - NoteDate = now()
        Automatically sets the time to now.
      - NoteByUser = _user.name
        Sets the note author to the current user.
      - BusinessUID = _context.BusinessUID
        Sets the UID of the Business this note will be associated to. We will set this up later.
      - Save Your changes
    - Save your changes
  - In the Action Completion: Tick Close Parent Dashboard

Copy Values by Name updates the underlying stream with values types into a form if the names of the fields match. All standard actions will do this. When you add a custom action to update or insert, it is important that you tick this, otherwise the form will not continue to work as it currently does, and you will not be able to easily as new fields as you have done so far.

Update the button Label to Insert
Drag the action from the stream configuration onto the button Add in your edit form
Save the changes.
Open the stream configuration for BusinessNotes
Go to the Actions section
Press + to add a new action
In the action configuration form, enter the following settings:
1. Name: OpenAddNote
2. Display Name: +
3. Context Parameters
  - Click the + button
  - Name: BusinessUID
  - Expression: Businesses.UID
    - This is constructed using the name of the element holding the information and the attribute name
    - i.e. <<element>>.<<attribute name>>
    - To find the element name, right click  Show Element Details to obtain the name of an element.
  - Save the changes
4. Action Completion
  - Tick Open Post Dashboard
  - Select BusinessNotes
Save the changes.

Building Note Actions

Drag an Area onto the BusinessNotes Form and apply the following settings:
Name NotesFooter
Enter the Style Settings:
1. Background-Colour: #9b9b9b
2. Untick Auto Size
3. Direction: Row
4. Justify: Flex End
5. Align: Center
6. Height: 45px
7. Remove all the other Position Settings
Drag a Button onto the new area and apply the following settings:
1. Name: OpenAddNote
2. Action Type: General
3. Action: OpenAddNote
4. Width: 35px
Set the Label value to +

Go into App Mode to see the effect of this change. When deleting a note use the tick box on the note to select the note to be deleted.

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Versions Compared

Old Version 1

New Version 2

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