Page Comparison

Drag and Drop

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

1. Open the Contacts stream configuration form
2. Add a new attribute:
   1. Name: ReportsTo
   2. Length: 100 – This 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 what data is expected by a target when it receives a dragged item i.e. a contact.
   
   1. Name: Contact
   2. Description: A description of what this will be used for
   3. Save your changes
5. Create an Action back on the Contacts stream
   1. Name: ContactReportsTo
   2. Confirmation Message section
      • Ask For Confirmation: Tick
      • Confirmation Message: "Are you sure you want to set Reports To?"
   3. 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
6. Create a Drop Target - This determines what to do with the received Drop Type.
   1. Name: ReportsTo
   2. DragType: Contact
      1. 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 Reports To ReportsTo attribute will be populated.