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Field | Description | ||||||
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Basic Settings | |||||||
Name | The name of the Stream Action. | ||||||
Display Name | The name that will be used to display this action on a Stream View | ||||||
Stream Name | The name of the parent Stream that this action belongs to | ||||||
Show progress indicator after (ms) | A number of milliseconds which need to pass after the Action is submitted before the progress indicator is shown . | ||||||
Context Parameters | |||||||
A list of the context parameters for this action. For each context parameter, define the following fields: | |||||||
Name | The name of the context parameter | ||||||
Expression | An expression for the context parameter. The Context Parameter expressions can refer to any values entered on the Form View using the notation
The Context Parameters can also refer to any attributes of any records selected on the view or dashboard from which the action was initiated using the notation
It is not possible to refer to one context parameter from another. The values returned by the context parameter expressions can be referenced by the Validation expression, the Filter, the Maximum and Minimum Items expressions, any Stream Action Attribute expressions and any dashboard opened by this action. The context values are referenced using the syntax
Example
Unlike stream action attribute expressions, context parameter expressions can evaluate to a list of values as well as single values. The usual message functions debug(message), info(message), warning(message), and error(message) are all available to be used in these expressions and will result in messages being written to the system console logs. Be careful when using the error(message) function - this will stop the action from being completed. | ||||||
Confirmation Message | |||||||
Ask for Confirmation | If this flag is ticked, a message will pop up asking the user if they want to proceed with the action. By default (i.e. if you do not enter a value in the field Confirmation Message), the message will have the format: HELPDEVTODO - what is default message format? | ||||||
Confirmation Message | The message you want to display to users when asking them to confirm whether they want to complete the action. | ||||||
File Upload | |||||||
File Upload | If this flag is ticked, users will be prompted to browse to a file and select it for upload when they run this action. | ||||||
Tag Expr. | An expression that sets the value of the tag for the file. You can use this tag in a file collector to read into PhixFlow files that the action has uploaded. The tag expression can refer to:
List of names of uploaded files can be accessed through | ||||||
Action Validation | |||||||
Validation Expression | The validation expression is evaluated at the start of any stream item Insert or Update actions. If the validation expression generates any error messages (using the error function) then the action is abandoned. The validation expression is not used to decide whether or not to run the selected Task Plan. The validation expression can include multiple statements by wrapping them in a do() clause. A number of internal variables are available in these expressions:
The usual message functions debug(message), info(message), warning(message), and error(message) are all available to be used in these expressions and will result in messages being written to the system console logs. Be careful when using the error(message) function - this will stop the action from being completed. Example 1 Validate that the sum of the selected record amounts equate to zero before allowing the action to be executed.
Example 2 Validate that the user entered comment is at least 10 characters long, else write a warning to the log.
Using values from other views You can also refer to records selected in other dashboard views by using their dashboard element names. E.g. if the dashboard also contains a view with database element name
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Update StreamItems | |||||||
Stream Item Action | This drop down has four options:
Please be aware that 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 Type | This drop down has three options:
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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. | ||||||
Action Attributes | |||||||
The list of attributes that will be populated by the action - whether an action or insert. For each attribute, configure the following fields: | |||||||
Order | The order in which the action attributes are evaluated. | ||||||
Attribute | The name of the stream attribute that will be populated. | ||||||
Expression | The expression used to generate the new attribute value. This is written as a PhixFlow Expression. You can reference selected records from other dashboard views by using their dashboard element names within the expression. E.g.
will sum up all values in If you want to refer to the current values of the record you are about to update, then simply refer to the attribute name with no prefix. You can reference fields from any user input form associated with this action by referencing the form field name prefixed by _prompt. The usual message functions debug(message), info(message), warning(message), and error(message) are all available to be used in these expressions and will result in messages being written to the system console logs. Be careful when using the error(message) function - this will stop the action from being completed for the current stream item. However, it will not stop the action from updating/ inserting other stream items. | ||||||
Run Task Plan | |||||||
Run Selected TaskPlan | Tick this flag if you want to run a task plan as part of the action. Any expression evaluated during this task plan can reference any Context Parameter. | ||||||
Task Plan Rules | |||||||
A list of task plans that can be run for this action, for each one a rule to determine whether the task plan is actually run. The first task plan whose expression evaluates to true will be run. Only this task plan will be run. If none of the expressions evaluates to true, no task plan will be run. For each task plan rule define the following fields: | |||||||
Order | The order in which the rules are evaluated. | ||||||
Task Plan | The task plan that will be run if the accompanying expression evaluates to true. | ||||||
Expression | If this expression evaluates to true, this task plan will be run. A blank (null) expression counts as true. | ||||||
Action Completion | |||||||
Close Parent Dashboard | If you tick this flag, the initiating dashboard will be closed once the action has completed. | ||||||
Open Post Dashboard | If you tick this flag, a separate dashboard will be opened once the action has completed. The dashboard to open is determines by the Dashboard Rules. These are only available if you have ticked this flag. Any filter of any view on the post dashboard can reference any Context Parameters set on this action. If the specified dashboard is already open it will be brought to the front and refreshed, rather than a second instance of the dashboard opening. | ||||||
URL Expression | A URL which will be opened when the Action has completed. This may be provided as a fixed URL or as an expression evaluating to a plain text string. The expression can reference the Form fields, Context Parameters or attributes of Records selected on the view or dashboard from which the action was initiated. | ||||||
Dashboard Rules | |||||||
A list of dashboards that can be opened after this action, for each one a rule to determine whether this is the dashboard that will be opened. The first dashboard whose expression evaluates to true will be opened. Only this dashboard will be opened. If none of the expressions evaluates to true, no dashboard will be opened. For each dashboard rule define the following fields: | |||||||
Order | The order in which the rules are evaluated. | ||||||
Dashboard | The dashboard that will be opened if the accompanying expression evaluates to true. | ||||||
Expression | If this expression evaluates to true, this dashboard will be opened once the action has completed. A blank (null) expression counts as true. | Form View | This dropdown list shows all Form Views associated with this stream. If a Form View is selected then it will be presented prior to this action being run to allow the user to enter values to be used in Context Parameter, Validation, Filter or Action Attribute expressions. These values are referenced in those expressions by preceding the field name from the form with '_prompt'. For example if there is|||||
Prevent Parallel Processing | A Check box to determine whether the Action can be submitted again before the previous run is finished.Result | ||||||
Result includes Warnings | If ticked, warning messages generated by the Action in the Console log will be displayed as part of the result message. | ||||||
Result includes Errors | If ticked, error messages generated by the Action in the Console log will be displayed as part of the result message. | ||||||
Result Message | The Result Message is displayed when the Action has completed, and can be used to provide a summary of the Action. The message can contain multiple expressions inside {} brackets - these expressions are evaluated in turn before the message is displayed. For example:
A number of internal variables are available in these expressions:
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Access Permissions | |||||||
All Users Can Run Action | If | checked, this specifies thatyou tick this box, all users can run this Action, provided they have the basic privilege to run stream actions. If | this field is not checkedyou untick this box, then access to the stream action is controlled by | addingassociating the action with user groups | onto the stream's ". | ||
User Groups | " tab.
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Field | Description | ||||
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Result includes Warnings | If ticked, warning messages generated by the Action in the Console log will be displayed as part of the result message. | ||||
Result includes Errors | If ticked, error messages generated by the Action in the Console log will be displayed as part of the result message. | ||||
Result Message | This field only appears if the All Users Can Run Action box is ticked. A list of the User Groups permitted to run this Action. | ||||
Advanced | |||||
Prevent Parallel Processing | If you tick this box, a single user will not be able to run this action more than once at the same time. I.e. if a user has started this action, they will not be able to start it again until the first action has finished. | ||||
Form View | You can specify a form view to appear when the user starts the action. They will be able to enter values on this form view, and the values can be used to update selected records for an update action, or populate fields for an insert action. Values entered in the form view are referenced in expressions in the action with the form
For example, if there is a field on the form with the label
If this is an update action, then the form will be pre-populated with the values from the selected record. Where multiple records are selected, then only those values which are common to all the selected records will be displayed. For insert action, when the form pops up all fields will be blank. | ||||
Description | |||||
Description | Description of the stream action | ||||
GOT TO: HERE
The following fields are configured on the Item Updates tab:
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