Page Comparison

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• Open the model Dashboards and Forms 11-13. Actions to update, insert, delete
• Find the stream Wisteria Books Return Requests, and open the view Wisteria Books Return Requests – you will see a list of book return requests
• You will add an action to update records in this view – to record when return requests are refused:
  • In the configuration form for the stream Wisteria Books Return Requests, go to the Actions tab
  • Press to create a new action
  • Give the action the following configuration:
    • Name: Refuse Return
    • Display Name: Refuse
    • Go to the Item Updates tab, and set
      • Stream Item Action: Update
    • Press Press Image Modified - Apply
  • The form will update – press in the Action Attributes section
    • In the Stream Action Attribute Details form:
      • Select the Attribute ReturnStatus
      • Set Expression to: "REFUSE"
      • Press Press Image Modified
  • Press Image Removed Press Image Added in the main action form to save your changes
• To associate the action with a view (you will use an existing view on the Stream):
  • Go to the Views tab
  • Open the configuration form for the view Wisteria Books Return Requests
    • Go to the Menu tab
    • Press - Actions
    • Select your action from the drop down list and drag it into the list of actions associated with the view
    • Press Image Removed Press  Image Added to apply your changes
• To see the new action button on the view, open the view
• Test your button: select a record and press the button
• Press on the view; you will see the ReturnStatus updated
• Test your button: select a number of records and update the ReturnStatus with your button

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• First you need to create a form that will be used to take values from the user – in CenterView terms, this is known as a Form View:
  • Open the configuration form for the stream Wisteria Books Return Requests
  • Add a view:
    • Name: Enter Refusal Comment
    • Stream View Attributes: HandlingComments
    • In the list of Stream View Attributes double-click on HandlingComments
      • Set Width on Form to 300; Height On Form to 300
      • Tick Multiline on Form

      • Press

        Image Removed

        Image Added

        The setting Multiline on Form determines the result of pressing the enter key when entering values into a CenterView form view. With this setting on, while the user is editing this field, the enter key will put a link break into the value being entered. While the user is in any other part of the form (except for another multiline field) pressing the enter key commits the action – the equivalent of pressing the Image Removed Image Added button.

    • Go to the Advanced tab
      • Tick Form View
    • Press Image Removed Press Image Added to save your changes
• Open the configuration form for the action Refuse Return that you created during the previous exercise
• Set Form View to Enter Refusal Comment
• Go to the Item Updates tab
• Add an additional attribute:
  • Press - Show the list of Attributes
  • Drag in the attribute HandlingComments
  • You will see that this is auto-populated with the expression _prompt.HandlingComments – leave this as it is, since this is the expression you need
  • Press Image Removed Press Image Added in the main action form to save your changes

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• Create an action to insert a record
• You will need to take user input for 2 fields in the new action, so you must create a new Form View:
  • In the configuration form for the Stream Wisteria Books Return Requests, go to the Views tab
  • Create a grid view Add Return Request
    • Add attributes to the view:
      • CustomerRef
      • BookTitle
    • Go to the Advanced tab and tick the Form View flag
    • Press Image Removed Image Added
• In the configuration form for the Stream Wisteria Books Return Requests, go to the Actions tab
  • Press to create a new action
  • Give the action the following configuration:
    • Name: New Return Request
    • Display Name: New Return
    • Form View: Add Return Request
  • Go to the Item Updates tab, and set
    • Stream Item Action: Insert
  • Press Press Image Modified
  • Press - Show the list of Attributes
  • Drag in attributes:
    • CustomerRef
    • BookTitle
    • ReturnStatus
  • Set attribute expressions:
    • (Accept the default expressions for CustomerRef and BookTitle, since we will take these values from the user in the form view)
    • Update the expression for ReturnStatus to: "New"
  • Press Image Removed Image Added
• To associate the new action with the view:
  • Open the configuration form for the view Wisteria Books Return Requests
    • Go to the Menu tab
    • Press - Actions
    • Select the new action from the drop down list and drag it into the list of actions associated with the view
    • Press Image Removed Image Added to apply your changes
• To see the new action button on the view, open the view (if you already have it open, close it first)
• Test your button: press the new button, complete the details in the Form View and press Image Removed Image Added
• Press on the view
• You will see a new row added

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• Create an action to delete a record
• In the configuration form for the Stream Wisteria Books Return Requests, go to the Action tab
  • Press to create a new action
  • Give the action the following configuration:
    • Name: Delete Return Request
    • Display Name: Delete Return
  • Go to the Item Updates tab, and set
    • Stream Item Action: Delete
  • Press Image Removed Image Added
• To associate the new action with the view:
  • Open the configuration form for the view Wisteria Books Return Requests
    • Go to the Menu tab
    • Press - Actions
    • Select the new action from the drop down list and drag it into the list of actions associated with the view
    • Press Image Removed Image Added to apply your changes
• To see the new action button on the view, open the view
• Test your button: select a record, press the new button, and press Image Removed Image Added
• Press on the view
• You will see the row disappear