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 Training Exercise

You have now learnt how to create and configure Actionflows requiring advanced business logic and can competently use all Actionflow features. To reinforce the techniques you have learnt, complete these assignments. 

Don't worry, this is not an exam. You can use the Help to broaden your understanding and assimilate knowledge. A number of hints have been provided; use these if you are struggling as each hint gives you more information on the solution.  

Tip

A training instance is required to complete these assignments. Use the application: Actionflow Advanced Application.

.Remember to close and reopen your screen if you do not see the changes you expect.


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titleAssignment Hint

You may find it useful to use the debug function within your Expressions to add messages to the System Console.


Assignment 1

Difficulty Level: 

Task 1

On the Company Rejected Companies screen, modify the Actionflow that you created in 3.01 Bulk Delete Action Configuration on the Delete All button to also delete all employees associated with the rejected companies.

Tip

Before starting, roll back and reinstate the data in the Companies, Orders and Order Lines tables, if you have not already.


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titleHint

Use a Lookup 

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 action to return the Employee IDs are structured data.

.

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titleSolution

Step 1: Employee Lookup Setup

Step 2: Calculate Action Setup

Step 3: Bulk Delete Employees Setup

Step 4: Mappings - Calculate to Bulk Delete


Task 2

If you have not already completed the optional worked example, Example 2: Reject Company Using Drag and Drop on 3.04 Drag and Drop Configuration, configure this now. On the Company Approval Review screen, set up the area holding the  icon as a Drop Target. 

The Actionflow must:

  • Set the Company's Status to Rejected
  • Update the Company's UpdatedByName attribute, using the same syntax as can be seen in the existing data
  • Update the Company's UpdatedTime attribute


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titleHint

Revisit the worked example on 3.04 Drag and Drop Configuration to familiarise yourself with the drop target and Actionflow setup.


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titleSolution

Drop Target Setup

Mappings - Drag Type to Input

Mappings - Input to Calculate

Calculate Setup

Mappings - Calculate to Save

Save Setup



Assignment 2

Difficulty Level: Medium

Task 1

Add the confirmation screen, Company Bulk Delete Confirmation, to the Actionflow on the Delete All button on the Company Rejected Companies screenIn the Actionflow, create counts of the affected companies, orders and employees, and map these onto the screen.


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titleSolution

Actionflow Overview and Calculate Action Setup

Rejected Companies - Lookup View Setup 

Rejected Orders - Lookup View Setup 

Rejected Employees - Lookup View Setup 

Mappings - Calculate to Open Screen


Task 2

A number of companies have created webpages on their company's website for their employees. The webiste for the employees is the company website followed by "/employeeportal" .

  • Add a new attribute to the Employees table
    • Name: Website
    • Expression: _NULL
  • On the Company Management screen, expand the AdditionalDetails area on the Employees card and find the dynamic text component, Website
    • Add your new website attribute as this component's backing attribute

On the Company Form screen, add an Actionflow to the Update Employee Website button that updates the Website attribute on the Employee table using a 

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 action. The syntax for the employee website is CompanyWebsite/employeeportal.

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titleHint



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titleHint


.

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titleSolution

Actionflow Setup


Mappings - Screen to Input

Mappings - Input to Calculate

Mappings - Calculate to Bulk Update

Bulk Update Setup

Company Management - Screen Setup 

.


Assignment 3

Difficulty Level: 

Task 1

Set up an API Endpoint an 

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that returns the attributes CoID, Name, Industry, Status and TurnOver from the Additional Companies data in JSON.

On the Company Approval Review screen, create a button that calls the API. The Response from URL can be seen in the System Console

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.

Optional: If you wish, you can create a screen to display the results.


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titleTesting

View the response from the API in the System Console.

.

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titleSolution

API Endpoint Setup

Mappings - Input to Calculate

Lookup View Setup

Calculate Setup - Constructed JSON


Code Block
do(
    // Get the number of companies
    $count = countElements(lu.Name),
    
    //  Create an array with an item for each company
    $countList= [],
    $countList = 1..$count,
    
    //Initiate the output
    $output = '{\n"output":[\n',
    
    // Create the JSON output to be returned by the API
    forEach($var, $countList, 
    
        // Get the record details
        $CID       = getElement(lu.CoID,$var),
        $CName     = getElement(lu.Name, $var),
        $CStatus     = getElement(lu.Status, $var),
        $CTurnOver     = getElement(lu.TurnOver, $var),
        $CIndustry = getElement(lu.Industry, $var),
     
        //Construct the JSON text 
        $output = $output +
        
        // Add a tab for the first record's bracket
        if($var == 1, '\t')+
        '{\n'+
        '\t\t"CompanyID": '  + $CID + ',\n' +
        '\t\t"CompanyName": "'  + $CName + '",\n' +
        '\t\t"Status": "'  + $CStatus + '",\n' +
        '\t\t"TurnOver": '  + $CTurnOver + ',\n' +
        '\t\t"Industry": "'  + $CIndustry + '",\n'+
        '\n\t}'+
        
        // Add a comma, except for the last record
        if($var != $count, ',')
    ),
    
    // Finalise output
    $output = $output + '\n\t]\n}',
    
    
    // Output
    $output
)

Mappings - Calculate to Output

Actionflow Setup

Actionflow Setup - Including Optional Screen Display

System Console - Response from URL


Task 2

On the Turnover Analysis screen, add an Actionflow to the Run button that displays Companies from the Additional Companies API with a turnover between two set parameters.

Set drop down boxes - 250,000

OR


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titleSolution

Actionflow Setup





Task 3

On the Company Management screen, click the Quick Add button to open the Company Quick Add screen. On this screen, add an Actionflow to the Save button, using a For Each action

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 action, that allows new companies to be added to the Companies table using just their name.

Users should be able to enter a list of company names and when saving, unique ID numbers are generated for each company and the company's Status is set to New. These companies will then appear on the Company Approval Review screen.

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titleSolution

Actionflow Setup

Mappings - Screen to Input

Calculate Setup

Mappings - Calculate to For Each

For Each Setup

Mappings - For Each to Save

Save Setup


Testing

Ensure you test your Actionflows are working, and where relevant, test for both a positive and negative result. For example, on your form, enter a Title you know exists in your data to display a duplicate and a Title you know doesn't exist.

Once you have verified your Actionflows are working, the screens and data can be modified in any way you wish. For example, you may wish to enhance the Email phase of the Actionflow that runs the API to pass in more detail to the Email action, such as, the number of records returned from the API call.