Page Comparison

...

Create this first step of the workflow in your app. To recap the steps in the video:

• Add a file collector to your model, call this Invoice Transactions
• Upload the test file Invoice Transactions.xlsx to configure the file collector and create a stream
• Load the list of invoice transactions
• Create a new dashboard Assign Transactions
• Add two views:
• In the top half, create a form called Contact Details Assign Trans
• Open the configuration form for the stream Contacts, and drag on all attributes to the form
• Hide the UID field, and re-arrange the fields on the form - don't forget about the layout options on forms under [right click] → Arrange the selected items
• Create a grid view in the bottom half, from the stream Invoice Transactions, including all attributes from the stream
• Create an action on the Contacts stream - this will initiate the invoice creation process from the Contacts dashboard:
• Name: Start invoice creation
• Display Name: Start invoice creation
• In the section Action Completion:
• We will not tick Close Parent Dashboard - in this case, the parent dashboard is the Contacts dashboard, and we want to leave this open
• Tick Open Post Dashboard, then Apply
• Drag in the dashboard Assign Transactions to create a dashboard rule
• Open the section Context Parameters
• Create a new context parameter:
• Name: UID
• Expression: _form.UID
• This will take the value of UID from the currently select contact in the Contacts app, and save it to a context variable; we can then use this value at the next stage of the process
• Add a button to the Contacts dashboard to start the invoice process
• Call the button: Create Invoice
• Associate the custom action Start invoice creation
• Update the button label to Create Invoice
• Apply a filter to the Assign Transactions to show the selected contact
• Right click on the contact form in the dashboard, and go to Dashboard Options → Show Element Details
• In the element details, add a background filter:
• Name: by UID
• Condition: UID = _context.UID (don't forget to make the condition an expression, by pressing the ABC button)
• Open the Contacts dashboard, and go into App Mode. Select a contact, and press the Create Invoice button - this will take you to the Assign Transactions dashboard, with details for the select contact shown.