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This page explains how to set the properties for stream item action rules.

Action Stream item action rules connect data records (items) in a stream with an action.

This property tab is not available from the repository browser. It opens from an action properties → Stream Item Action Rules section.

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Basic Settings

FieldDescription
Stream Item Action
Select an option from the drop-down list:
  • None
  • Insert
  • Delete
  • Update
Note

Deleting records with an action is non-reversible. In some circumstances it may therefore be better to select an Update action to simply mark the records as 'deleted' and then configure an Archive Task to remove records marked as deleted after a certain period of time. This will provide a window of opportunity for these 'deletions' to be reversed manually if they are made by mistake. If you don't want your users to see these deleted records, simply filter them from any views.


Filter TypeSelect an option from the drop-down list:
  • Selected Items - Action will only apply to the records selected on the view from which the action was initiated unless the Target View is specified.
  • Edited Items - Action will only apply to the updated records on the view from which the action was initiated unless the Target View is specified.
  • View Filter - Action will only apply to the records shown on the view from which the action was initiated unless the Target View is specified.
  • Action Filter - Action will only apply to the records retrieved by the filter defined in the action.
  • Dragged Items - Action will only apply to the records which are being dragged in the case that this is a drag and drop action.
  • Drop Target Items - Action will only apply to the records which are having records dropped onto them in the case that this is a drag and drop action.
Target ViewIf specified, changes the view the action applies to (gets records from if selected Filter Type = Selected Items, Edited Items or View Filter).
Condition

This is only available if you have selected Filter Type = Action Filter.

Create a filter to specify the records that an Update or Delete will apply to. Any expressions on this filter can reference the Form View fields, Context Parameters and any attributes from any record selected on the view or dashboard from which this action was initiated. Configure this filter in the same way that you would a pipe filter.

Copy Values By Name

This is only available if you have selected Stream Item Action = Insert or Update.

If this flag is ticked, all Stream Item Attributes which are not present on the Action Attributes list below will take their new values from the current form.

This will only apply to records which have a corresponding record on the form.

Action Attributes

The list of attributes that will be populated by the action - whether an update or insert.

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