Versions Compared

Old Version 18

changes.mady.by.user Eleanor Brodie

Saved on

compared with

New Version 19

changes.mady.by.user Fiona Sargeant (Unlicensed)

Saved on

Key

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

Currently in draft. Requires technical input from Eleanor and context input from Skevi.

...

Insert excerpt
_action_concepts
_action_concepts
nopaneltrue

Creating a

...

Stream Item Action

To create a micro-stream item action:

  • either open a stream's properties. In the Stream Item Action ??Change section, click 
    Insert excerpt
    _add
    _add
    nopaneltrue
     .
  • or open the repository branch for a stream. Right-click Stream Item Actions and select 
    Insert excerpt
    _add
    _add
    nopaneltrue
    .

In both cases, PhixFlow opens a new micro-stream item action properties tab.

...

Stream Item Action Properties

 Use the following properties to configure the micro-stream item action.

Insert excerpt
_standard_settings
_standard_settings
nopaneltrue

Basic Settings

FieldDescription
NameEnter the name of the micro-stream item action.

Stream Item Action/ Mico-action

Select the type of operation:

  • None 
  • Insert
  • Delete
  • Update

The remaining options available in Basic Settings depend on the type of operation you select.

Note

You cannot undo or reverse a micro-stream item action that deletes data records from a stream.

If you want users to have the option to undo a change:

  1. Configure a micro-a stream item action to Update rather than delete.
  2. The update marks the records as 'deleted', for example in a "status" attribute.
  3. Set up a scheduled archive task. Configure it to archive (delete) records set that have had status set to 'delete' in a specified time period, e.g. 48h hours.

This gives users time to reinstate records that have been deleted by mistake. The user will need to manually update the status attribute for the record to remove 'deleted'. If you do not  want your users to see deleted records, you can filter them from any views.


Attributes to Update

This option is only available where Stream Item Action is Insert or Update.

This section has a toolbar with standard buttons and 

Insert excerpt
_attributes_show
_attributes_show
nopaneltrue
.

The grid  contains a list of attributes on which the micro-the stream item action will operate. If the grid is empty, the micro-the stream item action will operate on all attributes in the stream. To add stream attributes to the grid, in the toolbar, click 

Insert excerpt
_attributes_show
_attributes_show
nopaneltrue
. PhixFlow opens the list of stream attributes. Drag attributes into the grid.

To create a new attribute, click 

Insert excerpt
_add
_add
nopaneltrue
. To edit an attribute that is listed in the grid, double-click its name. In both cases, PhixFlow opens the Micro-Stream Item Action Attribute properties.

The grid displays information from the action attribute:

  • Order: The order in which the rules are evaluated.
  • Name: The backing stream.
  • Expression: Any expression that has been defined for the attribute.

To remove an attribute from the grid, use the

Insert excerpt
_delete
_delete
nopaneltrue
 in the toolbar.

Filter Type

This option is only available where Stream Item Action is Delete or Update.

Select an option from the drop-down list.

The action will only apply to the records that:

  • Selected Items - the user has selected on the dashboard from which the action was initiated, unless the Target View is specified.
  • Edited Items - that the use has updated on the view from which the action was initiated, unless the Target View is specified.
  • View Filter - that are currently displayed  on the view from which the action was initiated unless the Target View is specified.
  • Action Filter - that the filter defined in the action has retrieved.
  • Dragged Items - the user is dragging, for a drag-and-drop action.
  • Drop Target Items - the user is dropping something onto, for a drag-and-drop action.
Target View

This option is only available where Stream Item Action is Delete or Update.

Enter a stream view name.

Where Filter Type is one of Selected Items, Edited Items or View Filter the records will be taken from the named view, not the view from which the action was initiated.

Condition

This option is only available where Stream Item Action is Delete or Update and Filter Type is Action Filter.

Create a filter to specify the records to which the action applies.

Expressions in this filter can refer items on the view or dashboard from which this action was initiated, for example:

  • form fields
  • context parameters
  • attributes from any selected record

Configure this filter in the same way that you would a pipe filter.

Copy Values By Name

This option is only available where Stream Item Action is Insert or Update.

Specify what to do if the dashboard from which the action was initiated includes more attributes than those listed in the properties grid Attributes to Update.

Insert excerpt
_check_box_untick
_check_box_untick
nopaneltrue
If this is unticked then only attributes listed in Attributes to Update will be updated. All other attributes will be unchanged, or null if the action is insert.

Insert excerpt
_check_box_ticked
_check_box_ticked
nopaneltrue
 For each stream attribute, if it is not listed in Attributes to Update, the attribute will be updated to the value of the form field or stream view attribute with the same name as the stream attribute. If there is no match it will not be updated.

Maximum Items Expr.

This option is only available where Stream Item Action is Delete or Update.

Enter an expression that evaluates to a number. The number limits how many records that this action can affect. If this action is applied to more than this number of items, only the specified number of items will be updated and the rest will be ignored. Items are ordered as they are in the stream view the items are selected from.

Minimum Items Expr.

This option is only available where Stream Item Action is Delete or Update.

Enter an expression that evaluates to a number. The number specifies the minimum number of records that the action must be applied to for this action to run. If fewer than this number of items the action will return an error and will not run.

Data Sources

Not sure what this is for. A data source itself is just a name. This is for the new workflows.

This section has a toolbar with standard buttons and 

Insert excerpt
_user_group
_user_group
nopaneltrue
.

Optionally create data sources that affect this micro-this stream item action how ??.

To create a data source, in the toolbar, click 

Insert excerpt
_attributes_show
_attributes_show
nopaneltrue
. PhixFlow opens a new properties tab for the data source. Enter the name and save. PhixFlow adds the data source to themicro-the stream item action.

In the grid, double-click a data source to open its properties. To remove a data source from the grid, use the

Insert excerpt
_delete
_delete
nopaneltrue
 in the toolbar.

Action Validation

Enter an expression. Examples??

...