Versions Compared

Old Version 23

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

Saved on

compared with

New Version 24

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

Saved on

Key

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

This page is for application designers who need to configure specific operations that will change data records in the streamtable.

Insert excerpt
_action_concepts
_action_concepts
nopaneltrue

Creating a

...

Record-Action

To create a stream item record-action:

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

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

...

Properties

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

Insert excerpt
_standard_settings
_standard_settings
nopaneltrue

Basic Settings

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

Stream Item Record-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 stream item a record-action that deletes data records from a streamtable.

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

  1. Configure a stream item a record-action to Update rather than delete 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 available where Stream Item Record-Action is Insert,Update or Delete.

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 stream item the record-action will operate. If the grid is empty, the stream item the record-action will operate on all attributes in the streamtable. 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 Record-Action Attribute properties.

The grid displays information from the record-action attribute:

  • Order: The order in which the rules are evaluated.
  • Name: The backing streamtable.
  • 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.

For Delete actions, use the expression to include information related to the action. For example, you may want users to add a reason for deleting the record. This means the Delete action has an audit record that also records the reason. The alternative is to use an Update action to record the information, then use a Delete action. However, this results in two audit records.

Filter Type

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

Enter a stream view name.

Where Filter Type is one of Selected Items, Edited Items or View Filter, PhixFlow takes the records from the named view. The user may have started the action on a different view.

Condition

This option is only available where Stream Item Record-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 Record-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
 to update only those attributes listed in Attributes to Update. All other attributes are unchanged. For insert actions, nothing is added (null).

Insert excerpt
_check_box_ticked
_check_box_ticked
nopaneltrue
 to update only those attributes are not listed in Attributes to Update

PhixFlow looks for a form field or stream view attribute with the same name as the attribute. If it finds a match, PhixFlow updates the attribute to the value of the form field or stream view attribute. If PhixFlow does not find a match, it does not update the attribute value.

Maximum Items Expr.

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

Enter an expression that evaluates to a number. The number limits how many records (items) this action can affect. If this action applies to more than the maximum number of items, PhixFlow updates only the specified number of items and ignores the rest. Phixflow reads records in the  order they are listed in the stream view from which the items are selected.

Minimum Items Expr.

This option is only available where Stream Item Record-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.

Action Validation

Enter a validation expression.

...