This page is for application designers who want to define a process using a workflow diagram, and then connect elements of the diagram to PhixFlow dashboards and actions in an application. This page describes properties

Overview

An actionflow diagram is made up of a This page is for application designers who want to define a process using a workflow diagram, and then connect elements of the diagram to PhixFlow dashboards and actions in an application. This page describes properties

Overview

An actionflow diagram is made up of a series of nodes. Each node represents a specific action. By configuring different actions and wiring them together you can create complex functionality. This section describes the properties of the different action nodes. This page has the properties for introduces the following nodes and how to connect them:

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Child pages (Children Display)

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Request Query Lookup
Driving Query Lookup

For details of the calculate node, see Calculate Action Nodes

Adding Action Nodes

Connection Points

Adding Action Nodes

Connection Points

Everything in an actionflow is connected using connection points. They are blue when connected and grey when not connected. Find all the possible connection points below.

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The toolbar includes the following actions action nodes that you can drag onto the actionflow canvas.

Actions can be added to actionflows in 3 ways:

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Add a node for a data view. The actionflow uses views to grab additional data to use when processing stream-items.

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Drag actions from the create section in the toolbar
From existing action nodes
Users can create new actions from connections from existing actions.
Dragging the following items from the repository using
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  _screen_list
  _screen_list
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  Will create an
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  _action_screen
  _action_screen
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  node.
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  _table_list
  _table_list
  nopanel true
  
  Will ask the user if they would like to create a nopanel
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  _action_save _action_save true
  node,
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  _action_view_driving _action_view_driving
  nopanel true
  node or Insert excerpt_action_view_request_action_view_requestnopaneltrue node.
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  Insert excerpt_actionflow_list_actionflow_listnopaneltrueWill create an Insert excerpt_actionflow_actionflownopaneltrue node. Doesn't do this yet

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Add another complete actionflow as a node within this actionflow. This is useful to reuse existing actionflows, or to refactor a complex workflow by moving part of the logic to its own node.

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The input and output connection points of the actionflow node must be wired into the rest of the actionflow.

Need to test to add detail

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Add an action to open a specified dashboard (screen). Only use this action as the final node in an actionflow or branch of it.

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Open screen nodes can be created with or without a screen attached. This is useful if the screen has not been created yet. Open screen nodes which do not have a screen attached appear with a warning symbol to remind users that this still needs to be configured.

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Each open screen node has 1 primary input connection point by default called 'in'. Connecting to this connection point simply opens the screen and cannot pass any data to it. Do we still need this?

Once a screen has been attached to the open dashboard node an input connection point for each form on the screen is created. Each input connection point automatically has any data fields on the form (dynamic text or form fields) added as attributes. These attributes can be mapped to and supplied with data.

Each input connection point has the following properties:

Type
This is always driving
Open Mode
update: opens form fields with the latest data (not clear, refresh)
insert: opens the screen with form fields empty (clear, not refresh)
change: opens form fields with data (not clear, not refresh)
Role
Primary: Simply opens the dashboard regardless of data
Component: Opens the dashboard and can provide forms with data
Attributes
A list of attributes available on the input connection point. These directly link to the fields available on the form. Only component connection points have attributes.

To set the actionflow to close the active dashboard on completion, on the top right of the canvas, tick Close Parent Dashboard.
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- _save
  _action_save
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  node,
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  _action_view_driving
  _action_view_driving
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  node or
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  _action_view_request
  _action_view_request
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  node.
  
  Image Added
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  _actionflow_list
  _actionflow_list
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  Will create an
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  _actionflow
  _actionflow
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  node. Doesn't do this yet

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Icon

Description

Connection Points

Create

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	_actionflow
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Add another complete actionflow as a node within this actionflow. This is useful to reuse existing actionflows, or to refactor a complex workflow by moving part of the logic to its own node.

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	_driving_

output

input_connection_point
	_driving_

output

input_connection_point
nopanel	true

Connect a view node to the action node that needs to look-up data via the

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	_

request

driving_

input

output_connection_point
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request

driving_

input

nopanel
output_connection_point

true. A look-up connection has 2 parameters:

data attribute: the attribute in the view from which you want to look-up data. For example, the view may have the attribute staff_number that you require.

request attribute: the data returned by the look-up. This maps to an input on the destination point.

	true

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action_view_request

screen
	_

action_view_request

screen
nopanel	true

Add an action to open a

node for a data view. The actionflow uses views to look-up to additional data to use when processing stream-items.

specified dashboard (screen). Only use this action as the final node in an actionflow or branch of it.

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	_

request

driving_

output

input_connection_point
	_

request

driving_

output

input_connection_point
nopanel	true

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	_action_view_

calculate

driving
	_action_view_

calculate

driving
nopanel	true

Add

an action to manipulate the data that is passed to the calculate action. In the calculate action, write an expression using one or more of the 115+ functions available in PhixFlow

a node for a data view. The actionflow uses views to grab additional data to use when processing stream-items.

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	_driving_input_connection_point
	_driving_input_connection_point
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	_driving_output_connection_point
	_driving_output_connection_point
nopanel	true

Insert excerpt

	_

request_input_connection_point_request_input_connection_pointnopaneltrue Insert excerpt

action_view_request
	_action_

delete_action_delete

view_request
nopanel	true

Add

an action to deletes the specified stream-items passed to the node

a node for a data view. The actionflow uses views to look-up to additional data to use when processing stream-items.

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driving

request_

input

output_connection_point
	_

driving

request_

input

output_connection_point
nopanel	true

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	_action_

gateway

calculate
	_action_

gateway

calculate
nopanel	true

Add

a node to specify decision logic. Gateways control the route that stream-items take as they flow through the actionflow

an action to manipulate the data that is passed to the calculate action. In the calculate action, write an expression using one or more of the 115+ functions available in PhixFlow.

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	_driving_input_connection_point
	_driving_input_connection_point
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	_driving_output_connection_point
	_driving_output_connection

_pointnopaneltrue

_point
nopanel	true

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	_request_input_connection_point
	_request_input_connection_point
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	_action_delete
	_action_delete
nopanel	true

Add an action to deletes the specified stream-items passed to the node.

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request

driving_input_connection_point
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request

driving_input_connection_point
nopanel	true

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save

action_gateway
	_action_

save

gateway
nopanel	true

Add a node to

saves the specified stream-items to their stream

specify decision logic. Gateways control the route that stream-items take as they flow through the actionflow.

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_driving_input_connection_point

	_driving_input_connection_point

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	_

action

driving_

url

input_

action

connection_

url

point
nopanel	true

Add an action to open a specified URL.

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	_driving_

input

output_connection_point
	_driving_

input

output_connection_point
nopanel	true

Taptbc

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driving

request_input_connection_point
	_

driving

request_input_connection_point
nopanel	true

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	_save
	_save
nopanel	true

Add a node to saves the specified stream-items to their stream.

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	_driving_

output

input_connection_point
	_driving_

output

input_connection_point
nopanel	true

Task tbc

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driving_input_connection_point

action_url
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driving_input_connection_point

action_url
nopanel	true

Add an action to open a specified URL.

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	_driving_

output

input_connection_point
	_driving_

output

input_connection_point

nopaneltrueList Insert excerpt_actionflow_actionflow


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List actionflows available to your application.

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	_action_

screen

analysis
	_action_

screen

analysis
nopanel	true

List dashboards available to your application

Add tables to run analysis.

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	_driving_input_

table

connection_

list

point
	_driving_

table

input_connection_

list

point
nopanel	true

List tables available to your application.

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hidden	true

The following icons are for post 9.0 action nodes

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	_driving_output_connection_point
	_driving_output_connection_point
nopanel	true

Tap

tbc

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driving_input_connection_point
	_driving_input_connection_point
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	_driving_output_

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connection_

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point
	_driving_

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output_connection_

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point
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For more detail of each actionflow node, see below.

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The following icons are for post 9.0 action nodes

writewrite a node to write data what does this do.

Icon

Description

How to wire this action

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	_action_

file
	_action_

file
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Add

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an action to use a file in a specified location in the PhixFlow database. check restrictions on location

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Basic Settings

Todo-Fiona - How do you specify the different types of gateway

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action_email
	_action_email
nopanel	true

Add a node to generate an email.

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action_

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write
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action_

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write
nopanel	true

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Add a node to write data what does this do.

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hidden	true

Properties

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parent
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parent
nopanel	true

Basic Settings

Todo-

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Available for save actions. Select the specific change to make to the stream-items:

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Fiona - How do you specify the different types of gateway

Field

Description

Name

Enter the name for the action node.

Show in the Explorer

An application can have many actionflows, and an individual actionflow can have many actions. This can lead to many items being listed in the repository. Use this option to omit the action from the repository.

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	_check_box_tick
	_check_box_tick
nopanel	true

to display this action node in the repository.

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	_check_

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box_

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untick
	_check_

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box_

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untick
nopanel	true

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Available for gateway actions.

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to omit this action node from the repository.

Stream Item Action

Todo-Fiona- find out if this can be renamed to something else unless it really relates to existing stream item actions.

Available for save actions. Select the specific change to make to the stream-items:

Either: Todo-Fiona
Insert: create a new stream-item in the stream.
Update: change part of the stream-item in the stream.
Delete: delete the stream-item from the stream. Todo-Fiona- check about delete node, Adam think sit may be going away.

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terms_

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changing
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terms_

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changing
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Input Connection Points

This section has a toolbar with standard buttons. The grid contains a list of the wires that pass data into the action.

To edit an existing connection, double-click its name in the list.

To add a new

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Stream Name

Select the stream Todo-Fiona why isn't this identified by the parent of the attribute/stream-item?

Exclusive

Available for gateway actions.

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tick
	_check_

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box_tick
nopanel	true

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Todo-Fiona

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	_check_

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box_

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untick
	_check_

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box_

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untick
nopanel	true

Calculate Action Expressions

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Todo-Fiona

Input Connection Points

This section has a toolbar with standard buttons. The grid contains a list of the

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wires that pass data into the

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action.

To edit an existing connection, double-click its name in the list.

To add a new

create a new attribute: click

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	_add
	_add
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and set its properties. Todo-Fiona- why would this be useful

Drag add an existing attribute to this list Todo-Fiona- is this possible??

To remove attributes, select one and click

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	_delete_

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item
	_delete_

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To remove attributes, select one and click Image Removed Permanently Delete. Todo-Fiona- check icon and label.

item
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Output Connection Points

Todo-Fiona

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	_access
	_access
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Access Permissions section is available for gateway actions.

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	_description
	_description
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	_audit
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Pop-up Toolbar

Todo-Fiona

Under what circumstances does the pop-up toolbar appear
screenshot

Option	Description

Pop-up Menu

Option	Description
Permanantly Delete with a Cross not a bin
Show Action Instance Details → Show properties

What's next?

Child pages (Children Display)

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Versions Compared

Old Version 18

New Version 19

Key

Overview

Overview

Adding Action Nodes

Connection Points

Adding Action Nodes

Connection Points

Basic Settings

Properties

Basic Settings

Input Connection Points

Calculate Action Expressions

Input Connection Points

Output Connection Points

Pop-up Toolbar

Pop-up Menu

What's next?

Page Comparison

Versions Compared

Old Version 18

New Version 19

Key

Overview

Overview

Adding Action Nodes

Connection Points

Adding Action Nodes

Connection Points

Basic Settings

Properties

Basic Settings

Input Connection Points

Calculate Action Expressions

Input Connection Points

Output Connection Points

Pop-up Toolbar

Pop-up Menu

What's next?