Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_Banners
_Banners
nameactionflow
nopaneltrue

By the end of this chapter you will understand how confirmation messages can be added to Actionflows, and you will have added a confirmation message to your application.

Confirmation Messages

Confirmation messages can be added to Actionflows, e.g. Save, Delete, etc. by inserting an additional  

Insert excerpt
_action_phase
_action_phase
nopaneltrue
 before the Actionflow processing phase, i.e. where the Save, Delete, etc. action is.

A confirmation phase is useful where the user must:

  • Confirm an action before continuing
  • Choose an option to determine which phase runs

Creating Confirmation Messages

Confirmation messages require two screens:

  • an "initiator" screen where the required action (e.g. delete) is initiated from
  • a "confirmation" screen that contains the confirmation message, plus buttons to confirm/proceed or cancel/go back
    • the button for confirm/proceed must be set up with an Action Type of Confirmation

See Creating or Opening a Screen.

  1. On the confirmation screen, click on the Confirm button to open its 
    Insert excerpt
    _property_settings
    _property_settings
    nopaneltrue
    , then click on the 
    Insert excerpt
    _property_tabs
    _property_tabs
    nameaction
    nopaneltrue
  2. In the Action Settings, set:
    1. Action Method: choose Other
    2. Action Type: choose Confirmation
      1. this setup allows the Confirm button to trigger the next phase in the Actionflow
  3. On the initiator screen, set up the Actionflow for the required action, e.g. see 1.12 Delete Action Configuration
  4. Above the Actionflow canvas, click the 
    Insert excerpt
    _add
    _add
    nopaneltrue
     button next to the Processing 
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
  5. Choose Add Phase Before to set up the confirmation phase
  6. From the Actionflow toolbar, click 
    Insert excerpt
    _screen
    _screen
    nopaneltrue
    to open the list of available screens
    1. Drag the confirmation screen onto the Actionflow to create an 
      Insert excerpt
      _action_screen
      _action_screen
      nopaneltrue
       action node
  7. To allow the confirmation screen to trigger the next
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
     phase in the Actionflow, 
    drag a  
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
     action node from the toolbar onto the canvas and in the popup select
    the Processing 
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
  8. Hover over the 
    Insert excerpt
    _action_screen
    _action_screen
    nopaneltrue
     action node and click , then click the
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
     action node to connect them.
HTML Comment
hiddentrue

Insert excerpt
Configure a Confirmation
Configure a Confirmation
nopaneltrue

Worked Example

Here's a worked example using the School Data (available from the Learning Centre).

Tip

If you are completing this chapter as part of the Actionflow course and using a training instance, this data has already been pre-loaded into the Actionflow Application.

Earlier in this course we created a Delete Action Actionflow to delete courses in the School Courses grid on the Course Management screen. In this example we will insert a Confirmation phase into that Actionflow to trigger a confirmation message before the Delete Action takes place.

Note: 

Insert excerpt
_action_phase
_action_phase
nopaneltrue
s will be covered in detail later in this course.

Setting up a Confirmation Screen

  1. Click on the  icon in the PhixFlow header bar
  2. Select
    Insert excerpt
    _add_screen
    _add_screen
    nopaneltrue
     on the left
  3. In the Create Screen window, enter the following details:
    1. Name: Confirmation Screen
    2. Open Maximised: toggle off 
    3. All users can View Data: toggle on
    4. Description: A generic confirmation screen
    5. Please select a Template, choose Confirmation
    6. Click Create Screen.
  4. The screen will be created and will automatically open
  5. Click the Confirm button to open its 
    Insert excerpt
    _property_settings
    _property_settings
    nopaneltrue
    , then click on the 
    Insert excerpt
    _property_tabs
    _property_tabs
    nameaction
    nopaneltrue
  6. You can see here that this button has an Action Method of Other and an Action Type of Confirmation - this is important as it is these settings that allow the Confirm button to trigger the Delete Action phase 
  7. No edits are required to this screen
  8. Close the Confirmation Screen

Configuring a Confirmation Actionflow

  1. On the Course Management screen, open the Delete Actionflow by right-clicking on the  button and choosing 
    Insert excerpt
    _actionflow_display
    _actionflow_display
    nopaneltrue
  2. Above the Actionflow canvas are the phases, click the 
    Insert excerpt
    _add
    _add
    nopaneltrue
     button next to Processing Phase
  1. Select Add Phase Before and set:
    1. Name: Confirmation 
    2. Press Confirm  
  2. Select Click to Connect and choose the Input of On Click 
    1. Press Connect Input
  3. From the Actionflow toolbar, click 
    Insert excerpt
    _screen
    _screen
    nopaneltrue
    to open the list of available screens in your application
  4. Drag the Confirmation Screen you made earlier onto the Actionflow canvas
  5. Drag the 
    Insert excerpt
    _input
    _input
    nameicon
    nopaneltrue
     icon from Connections onto the Open Confirmation Screen action node to connect them 
  6. From the toolbar, drag a  
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
     action node onto the canvas and in the popup select the phase, Processing Phase, to run after the confirmation has been completed
  7. Hover your mouse pointer over the Open Confirmation Screen action node, click  , then connect the
    Insert excerpt
    _action_screen
    _action_screen
    nopaneltrue
     action node to the
    Insert excerpt
    _action_phase
    _action_phase
    nopaneltrue
     action node
  8. Close the Actionflow to return to the Course Management screen
  9. Insert excerpt
    _lock
    _lock
    nopaneltrue
     the screen, select a record and press the  button
    1. We can see that the Actionflow is working because when you press Confirm on the Confirmation Screen, the selected record is deleted