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explains

Expand the repository branch for your application.

Expand the stream on which the action will operate.

Right-click on Actions and select Insert excerpt_new_newnopaneltrue to open a new action properties tab.You can create actions on layout

Creating Actions

You can create an action that is not associated with any stream. This is useful for actions that do not operate on stream data. For example you may want a button-click to open a different screen.

Expand the repository branch for your application

Right-click on Actions and select Insert excerpt_new_newnopaneltrue.

Actions created this way appear in the repository under Actions. You can also export this type of action.

You can also create an action that belongs to a stream. This option is available for backwards compatibility with applications designed with earlier versions of PhixFlow, that did not have stream item actions.

Use actions and table-actions to add functionality to an application created in PhixFlow version 8.3 or earlier. For applications created in version 9.0 or later, use actionflows; see Creating Actionflows.

Functionality can be:

changes to the records in a table. For this use:
- Record-Actions to configure Create/Read/Update/Delete changes that will affect the records in the table.
- Record-Action Rules to configure the rules that determine the conditions under which a record-action runs.
changes to data in a table using table-actions, which are used in older applications built before record-actions existed.
unrelated to data, for example to configure a button-click to open a different screen. For this use an action, which is not linked to a table.

This page lists the properties for actions and table-actions as they are the same. The only difference is that the table-action is linked to a table.

You can create actions/table-actions on components, such as buttons. You can also

create action onto a stream view to Action Buttons which appear on the top of the stream view. Actions can also be dragged Application Properties.

See also OLD Actionflows and Action Configuration for related pages.

Action Properties

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Basic Settings

FieldDescriptionNameEnter the name of the action.Display Name

A stream view can have a default action configured. PhixFlow runs the action when the user double-clicks on a record in the stream view.

Enter the name for the default action. PhixFlow displays this action name on a Stream View.

Progress Indicator Settings

FieldDescriptionShow progress indicator after (ms)Enter the number of milliseconds which need to pass after the action is submitted before PhixFlow displays a progress indicator.In Progress MessageEnter a message that you want the user to see with the progress indicator. If not specified, PhixFlow displays a default progress message.In Progress Popup MessageEnter a message to display in a pop-up window. Use the toolbar to format the message text. You can provide additional information to the user to explain what the action is doing.

Context Parameters

Use context parameters to specify conditions that apply to the action

FieldDescriptionInclude Previous Context Parameters Insert excerpt_check_box_untick_check_box_unticknopaneltrue ignore any context parameter that were sent to the screen when it was opened. Insert excerpt_check_box_tick_check_box_ticknopaneltrue to include the context parameters that were sent to the screen when it was opened. If the action specifies a new context parameter of the same name, the new context parameter will supersede the previous one.
Update Parent Context Insert excerpt_check_box_untick_check_box_unticknopaneltrue to not send any context parameter values to the screen that initiated the action. Insert excerpt_check_box_tick_check_box_ticknopaneltrue to send context parameter values to the screen that initiated the action.Context parameters

This property has a toolbar with standard buttons. The grid contains a list of context parameters that affect whether or not the action runs.

To edit the properties of a context parameter, double-click its name. To add a stream item action to the list, click Insert excerpt_new_newnopaneltrue. PhixFlow opens the Context Parameter properties tab.To remove a context parameter from the action, select it and click Insert excerpt_delete_deletenopaneltrue in the toolbar.

Confirmation Message

FieldDescriptionAsk for Confirmation

application

Create a Table-Action

We recommend you use Record-Actions and Record-Action Rules to add functionality to a screen. Table-actions are available for backwards compatibility with applications designed with earlier versions of PhixFlow. If you want to use a table-action:

Expand the repository branch for your application.
Expand the table on which the table-action will operate.
Right-click on Actions and select
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to open the properties for your new table-action.

Create an Action

To create an action that is not associated with any table, and does not affect data:

Expand the repository branch for your application.
Right-click on Actions and select
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Actions created this way appear in the repository under Actions. You can also export this type of action.

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Basic Settings

Field

Description

Name

Enter the name of the actions/table-actions.

Display Name

A view can have a default table-action configured. PhixFlow runs the action when the user double-clicks on a record in the view.

Enter the name for the default table-actions. PhixFlow displays this name on a view.

Progress Indicator Settings

Field	Description
Show progress indicator after (ms)	Enter the number of milliseconds which need to pass after the actions/table-actions is submitted before PhixFlow displays a progress indicator.
In Progress Message	Enter a message that you want the user to see with the progress indicator. If not specified, PhixFlow displays a default progress message.
In Progress Popup Message	Enter a message to display in a pop-up window. Use the toolbar to format the message text. You can provide additional information to the user to explain what the actions/table-actions is doing.

Context Parameters

Use context parameters to specify conditions that apply to the action/table-action.

Field

Description

Include Previous Context Parameters

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ignore any context parameter that were sent to the screen when it was opened.

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to include the context parameters that were sent to the screen when it was opened. If the action/table-action specifies a new context parameter of the same name, the new context parameter will supersede the previous one.

Update Parent Context

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to

run an action without requesting user confirmation when a user triggers an action, PhixFlow displays a pop-up message asking them to confirm. By default, the message is:

Please confirm that you want to apply action Action Name

To provide a customised confirmation message, use the Confirmation Message property.

Confirmation MessageOptionally, enter your own text to display as the confirmation message. Use the text formatting toolbar to format the message. The maximum length for a message string is determined by System Configuration → System Tuning → Maximum Bigstring Size.

File Upload

FieldDescriptionFile UploadUse this property for an action that will upload a file.

to send context parameter values to the screen that initiated the action/table-action.

Context parameters

This property has a toolbar with standard buttons. The grid contains a list of context parameters that affect whether or not the action/table-action runs.

To edit the properties of a context parameter, double-click its name. To add a record-action to the list, click

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check_box_tick_check_box_tick to prompt the user to browse to and select the file they want to upload.Tag Expr.

Enter 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:

any values entered on the Form View using: _prompt.<Form Field Name>

the values of any Context Parameters using: _context.<ContextParameter Name>

any attributes of any records selected on the view or screen from which the action was initiated using: <View name or alias>.<Attribute name or alias>

You can return a list of the names of uploaded files using the _files variable.

Action Validation

FieldDescriptionValidation Expression

Enter a validation expression. This expression is evaluated at the start of any 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:

_this: a reference to all the selected records within the view to perform the action on.
_prompt: a reference to all the user prompted action attributes.

The usual message

in the toolbar.

Confirmation Message

Field Description

Ask for Confirmation

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to run an action/table-action without requesting user confirmation.

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when a user triggers an action/table-action, PhixFlow displays a pop-up message asking them to confirm. By default, the message is:

Please confirm that you want to apply action Action Name

To provide a customised confirmation message, use the Confirmation Message property.

Confirmation Message Optionally, enter your own text to display as the confirmation message. Use the text formatting toolbar to format the message. The maximum length for a message string is determined by System Configuration → System Tuning → Maximum Bigstring Size.

File Upload

Field Description

File Upload

Use this property for an action/table-action that will upload a file.

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to prompt the user to browse to and select the file they want to upload.

Tag Expr.

Enter 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 table-action has uploaded.

The tag expression can refer to:

any values entered on the Form View using: _prompt.<Form Field Name>

the values of any Context Parameters using: _context.<ContextParameter Name>

any attributes of any records selected on the view or screen from which the table-action was initiated using: <View name or alias>.<Attribute name or alias>

You can return a list of the names of uploaded files using the _files variable.

Action Validation

Field Description

Validation Expression

Enter a validation expression. This expression is evaluated at the start of any Insert or Update table-actions or record-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:

_this: a reference to all the selected records within the view to perform the table-actio non.
_prompt: a reference to all the user prompted table-action attributes.

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.

Note
Be careful when using the error(message) function. When the action/table-action generates an error message it stops running, so does not complete.

Example 1

Validate that the sum of the selected record amounts equate to zero before allowing the action/table-action to be executed.

Code Block
if(sum(_this.amount) == 0, info('OK'), error('Not performing Action as the Sum does not equate to zero'))

Example 2

Validate that the user entered comment is at least 10 characters long, else write a warning to the log.

Code Block
if(stringLength(_prompt.UserComment) >= 10, info('OK'), warning('Comment should be at least 10 characters'))

Using values from other views

You can also refer to records selected in other views by using their screen zone names. E.g. if the screen also contains a screen zone name ACCTS that is bound to a view, you could use the following in your validation expression:

Code Block
if(sum(ACCTS.amount) == 0, info('OK'), error('Error as ACCTS Sum does not equate to zero'))

Record-Action Rules

This property has a toolbar with standard buttons. The grid contains a list of rules that determine whether or not a

stream item stream item

record-action to the list, click

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. PhixFlow opens the Context Parameter properties tab.

To remove a context parameter from the record-action, select it and click

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in the toolbar.

A

stream item stream item listed will run: see Record-Action RuleStream stream each

each record-action rule that evaluates to true, PhixFlow will run that record-action.

Note

The action type of the first record-action rule is overwritten if the button that initiates the action has both an Action Type and an Action; see Component.

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Run Task Plan
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Field

Description

Run Selected Task Plan

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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

This section has a toolbar with standard buttons and

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The grid contains a list of task plans and their associated expression. The expression is the rule to determine whether the task plan runs.

To add a task plan to the list:

Click
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to list all the task plans in the repository.
Drag task plans into this list.

To remove a task plan, use the toolbar button

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.

To add an expression, double-click the task plan in the grid to open a task plan rule property tab.

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.

Double-click a task plan rule to specify:

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.

See Task Plans for details.

Action Completion

Field	Description
Close Parent

ScreenIf you tick this flag, the initiating screen will be closed once the action has completed.Open Post Screen

If you tick this flag, a separate screen will be opened once the action has completed. The screen to open is determines by the screen rules. These are only available if you have ticked this flag.

Any filter of any view on the post screen can reference any context parameters set on this action. If the specified screen is already open it will be brought to the front and refreshed, rather than a second instance of the screen opening.

URL ExpressionA 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 screen from which the action was initiated.Screen Rules available if Open Post Screen

This field is only available if the Open Post Screen is ticked.

A list of screen that can be opened after this action, for each one a rule to determine whether this is the screen that will be opened.

The first screen whose expression evaluates to true will be opened. Only this screen will be opened. If none of the expressions evaluates to true, no screen will be opened.

For each screen rule define the following fields:

Order: The order in which the rules are evaluated.
Screen: The screen that will be opened if the accompanying expression evaluates to true.
Expression: If this expression evaluates to true, this screen will be opened once the action has completed. A blank (null) expression counts as true.

Result

FieldDescriptionResult includes Warnings

Screen	If you tick this flag, the initiating screen will be closed once the action/table-action has completed.
Open Post Screen	If you tick this flag, a separate screen will be opened once the action/table-action has completed. The screen to open is determines by the screen rules. These are only available if you have ticked this flag. Any filter of any view on the post screen can reference any context parameters set on this action/table-action. If the specified screen is already open it will be brought to the front and refreshed, rather than a second instance of the screen opening.
URL Expression	A URL which will be opened when the action/table-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 screen from which the action/table-action was initiated.
Screen Rules available if Open Post Screen	This field is only available if the Open Post Screen is ticked. A list of screen that can be opened after this action/table-action, for each one a rule to determine whether this is the screen that will be opened. The first screen whose expression evaluates to true will be opened. Only this screen will be opened. If none of the expressions evaluates to true, no screen will be opened. For each screen rule define the following fields: Order: The order in which the rules are evaluated. Screen: The screen that will be opened if the accompanying expression evaluates to true. Expression: If this expression evaluates to true, this screen will be opened once the action/table-action has completed. A blank (null) expression counts as true.

Result

Field

Description

Result includes Warnings

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to report the result in a message without any information about warnings. You can view the warnings in the console.

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to include warning messages generated by the action/table-action to be listed in the result message.

Result includes Errors

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to report the result in a message without including any information about

warnings the warnings warning includes Errors Insert excerpt_check_box_untick_check_box_unticknopaneltrue to report the result in a message without including any information about errors. You can view error messages in the console. Insert excerpt_check_box_tick_check_box_ticknopaneltrue to include error messages generated by the action to be listed in the result message.Result Message Timeout (s)Optionally, specify the number of seconds that the result message is displayed to the user. Anchorresult_messageresult_messageResult Message

Enter the text for a message that PhixFlow will display when the action has completed. Use the toolbar to format the message. You can use the message to notify the user of a summary of the action, or the to provide information about the completed state.

You can include expressions within the message by enclosing each expression in curly brackets { } . PhixFlow evaluates each expression in turn before displaying the message.

For result messages that report on the status of the action, you can use the following internal variables in the expressions:

_error: Details of the error messages generated.
_errors: The number of error messages generated.
_warning: Details of the warning messages generated.
_warnings: The number of warning messages generated.
_messages: The number of warning messages generated.
_taskPlan: The name of the Task Plan that the Action ran (may be null)
_runId: The runId of any Stream data generated by this Action (may be null).
_action: The name of the Action.
_file: Details of files processed (imported or exported) by the Action.
_fileCount: The number of files processed by the Action.

Code Block

title	Example message showing the number of errors and warnings

Action {_action} failed with {_errors} errors and {_warnings} warnings.

You can also use context parameters and values to report different messages. For example if you have a context parameter (called balance) that calculates the outstanding balance, you can use an expression that reports different messages depending on the calculated value.

Code Block

title	Example of different messages around a threshold value

{if(_context.balance < 0,"Money still owed", "Balance paid")}

Access Permissions

For details about how to control access to an action, see Common Properties → Access Permissions.

Advanced

FieldDescriptionPrevent Parallel Processing

Message Timeout (s) Optionally, specify the number of seconds that the result message is displayed to the user.

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Result Message

Enter the text for a message that PhixFlow will display when the action/table-action has completed. Use the toolbar to format the message. You can use the message to notify the user of a summary of the action, or the to provide information about the completed state.

You can include expressions within the message by enclosing each expression in curly brackets { } . PhixFlow evaluates each expression in turn before displaying the message.

For result messages that report on the status of the action/table-action, you can use the following internal variables in the expressions:

_error: Details of the error messages generated.
_errors: The number of error messages generated.
_warning: Details of the warning messages generated.
_warnings: The number of warning messages generated.
_messages: The number of warning messages generated.
_taskPlan: The name of the task plan that the action/table-action ran (may be null)
_runId: The runId of any table data generated by this action/table-action (may be null).
_action: The name of the action/table-action.
_file: Details of files processed (imported or exported) by the action/table-action.
_fileCount: The number of files processed by the action/table-action.

Code Block

title	Example message showing the number of errors and warnings

Action {_action} failed with {_errors} errors and {_warnings} warnings.

You can also use context parameters and values to report different messages. For example, if you have a context parameter (called balance) that calculates the outstanding balance, you can use an expression that reports different messages depending on the calculated value.

Code Block

title	Example of different messages around a threshold value

{if(_context.balance < 0,"Money still owed", "Balance paid")}

Advanced

Field

Description

Prevent Parallel Processing

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so that a user can run this action/table-action multiple times, even if the previous run has not completed.

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so that a single user cannot run this action/table-action more than once at the same time. For example, if a user has started this action, they will not be able to start it again until the first action/table-action has finished.

Wait for Selection

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so that

a user action multiple times, even if the previous run has not completed a single user cannot run this action more than once at the same time. For example, if a user has started this action, they will not be able to start it again until the first action has finished.Wait for Selection Insert excerpt_check_box_untick_check_box_unticknopaneltrue so that the action can run immediately. Only untick this check box if your action does not depend on any data or context parameters from the screen.

PhixFlow runs the action/table-action after completing any outstanding screen refresh. This check box is ticked by default to make sure that the action/table-action uses the data or context parameters related to the data record selected by the application user.

Target view

Enter the name of the view to which this action/table-action will apply.

Form View

You can specify a form view to appear when the user starts the action/table-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.

Select a form view

either from the drop-down list of all forms views in PhixFlow
or click
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checkbox_tickcheckbox_ticknopaneltrue so that PhixFlow runs the action after completing any outstanding screenrefresh. This check box is ticked by default to make sure that the action uses the data or context parameters related to the data record selected by the application user.Target viewEnter the name of the stream view to which this action will apply.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.

Select a form view

either from the drop-down list of all forms views in PhixFlow

or click Insert excerpt_table_show_table_shownopaneltrue to open the repository showing all the streams. From the repository, drag a form view from the stream into this field.

Values entered in the form view are referenced in expressions in the action with the form.

Code Block
_prompt.<form field name>

For example, if there is a field on the form with the label Name, then the value entered in that field by the user can be referenced in subsequent expressions as

Code Block
_prompt.Name

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.

Additional Properties for Update or Delete Actions

FieldDescriptionMaximum

show
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to open the repository showing all the tables. From the repository, drag a form view from the table into this field.

Values entered in the form view are referenced in expressions in the table-action with the form.

Code Block
_prompt.<form field name>

For example, if there is a field on the form with the label Name, then the value entered in that field by the user can be referenced in subsequent expressions as

Code Block
_prompt.Name

If this is an update table-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 table-action, when the form pops up all fields will be blank.

Additional Properties for Update or Delete Table-Actions

Field

Description

Maximum Items Expr.

This field appears if the update table-action selected is Update or Delete. The expressions entered here must evaluate to a positive whole number. The expression can reference any fields entered on the form view associated with this table-action, any attributes of any records selected on the view or screen from which the table-action was initiated and any of the context parameters configured for this table-action.

If the number of items selected on the view from which this table-action is initiated, or retrieved by the filter configured on this table-action, is greater than this number then an error message will be generated and no updates or deletes will take place.

Minimum Items Expr.

This field appears if the update table-action selected is Update or Delete. The

expressions this greater

Minimum Items Expr.

This field appears if the update action selected is Update or Delete. The expression entered here must evaluate to a positive whole number. The expression can reference any fields entered on the Form View associated with this action, any attributes of any records selected on the view or screenfrom which the action was initiated and any of the Context Parameters configured for this action.
If the number of items selected on the view from which this action is initiated, or retrieved by the filter configured on this action, is less than this number then an error message will be generated and no updates or deletes will take place.

Using Variables in Expressions

In actions, the _form, _grid and _gridRow act on a specific record. The record depends on the structure of layout components on the screen.

Action expression variableWhereStream view directly on a screenform on a screenstream view on a formform on a cardgrid on a card_form acts on the record

currently selected in the view

currently displayed on the form

currently displayed on the formcurrently displayed on the card
backing the card_grid acts on the recordcurrently selected in the viewcurrently selected in the view_gridRow acts on the recordcurrent record

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Using Variables in Expressions

In table-actions, the _form, _grid and _gridRow act on a specific record. The record depends on the structure of layout components on the screen.

Table-Action expression variable	Where
Table-Action expression variable	View directly on a screen	Form on a screen	View on a form	Form on a card	Grid on a card
`_form` acts on the record	currently selected in the view	currently displayed on the form	currently displayed on the form	currently displayed on the card	backing the card
`_grid` acts on the record	currently selected in the view	currently displayed on the form	currently selected in the view	currently displayed on the card	currently selected in the view
`_gridRow` acts on the record	current record

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Learn More

For links to all pages in this topic, see Using Table Actions.

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Saved on	Jun 15, 2022	Jun 15, 2022

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Key

Overview

Creating Actions

Action Properties

Basic Settings

Progress Indicator Settings

Context Parameters

Confirmation Message

Create a Table-Action

Create an Action

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Basic Settings

Progress Indicator Settings

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File Upload

Action Validation

Confirmation Message

File Upload

Action Validation

Record-Action Rules

Run Task Plan
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Action Completion

Result

Result

Access Permissions

Advanced

Advanced

Additional Properties for Update or Delete Actions

Additional Properties for Update or Delete Table-Actions

Using Variables in Expressions

Using Variables in Expressions

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Versions Compared

Key

Overview

Creating Actions

Action Properties

Basic Settings

Progress Indicator Settings

Context Parameters

Confirmation Message

Create a Table-Action

Create an Action

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Basic Settings

Progress Indicator Settings

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File Upload

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Record-Action Rules

Run Task Plan Anchortask_plantask_plan

Action Completion

Result

Result

Access Permissions

Advanced

Advanced

Additional Properties for Update or Delete Actions

Additional Properties for Update or Delete Table-Actions

Using Variables in Expressions

Using Variables in Expressions

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Run Task Plan
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