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Topics to cover

  • Connections
    • Inbound
      • No Data = On Click/On Enter
      • Data = Datasource
    • Outbound
    • Lookups
  • Connection Point Types
    • Driving (one record)
    • Lookup (many records as a single dataset)
  • Driving vs Lookup connections
    • Driving connections (records are pushed one by one) 
    • Lookup connections (all records are pulled as a single block but only when the connection is referenced in an expression inside the node)
  • Nodes types
    • Actionflow
    • Open screen
    • View
    • Calculate 
    • Gateway - map to output connection points
    • Open URL
    • Save
    • Analysis
    • HTTP
    • Email
    • JSON
    • For Each
    • Loop
    • Funnel
    • Start Phase
  • Phases
  • Tool bar options
    • Show Event Location
    • Close Screen
    • Hide Spinner
    • Origins
    • etc.
  • Instances/Reusability
    • Concepts
    • Locating Instances
    • Opening Instances
    • Actionflows vs instances
    • Nesting actionflows
  • Event handlers
    • On click
    • On change
    • On blur
    • On enter
    • Double-click (This is when the actionflow is set as the default action on a view)
    • Default Action for auto save on a view.
  • Wiring
    • Mapping attributes In and Out
      • Input Parameters: These are needed if you want to use an attribute in a node.
      • Output Attributes
      • Passthrough
      • Mapping data into an actionflow for a specific instance
      • Mapping data between nodes on an action flow
        • Pass-through and Join nodes (only attributes common to all paths leading to the Join can be passed through)
    • Disconnecting
    • Inserting Items
  • Referencing additional data
    •  Lookups
      • Creating a Lookup
      • Returns a recordset
    • Views
      • Creating Views
      • Returns individual Records
    • Lookups vs Views:
      • The differences
      • When to use each one/ use cases
    • The difference between actions that run once per record (single circle around the node)  and those that run once per flow (e.g. open dashboard, start phase, open url ... double circle around the node ) 
  • Confirmation dialogues
  • Security and permissions
  • Record throughput and behaviours
  • Exclusion Groups
    • Concurrency?
  • Where they can be initiated

Additional Topics

  • List all Actionflow and Screen Actionflow. Showing actionflow associated to a screen that are not connected. This occurs when we create actionflows in a workflow.

Scenarios to cover

  • Counting records (lookups)
  • Checking for duplicates (lookups)
  • Checking a value is in a list (lookups)
  • Setup an API end point 
  • Configuring a Validation Phase (or another example?)
  • Verify a record is selected (validation)
  • Configuring a Confirmation
    • Custom confirmation message and screen
  • Debugging guide
  • Configure buttons
    • Pass data between screens
    • Populate a field
  • Dragging and dropping on a kanban