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Action to open another dashboard – filtered for selected row

...

• Create a dashboard Apollo Manage Redeliveries
  • Drag the view Apollo Deliveries on to the dashboard
  • Press Image Modified to show all buttons
  • Press Image Modified to show the view details on the dashboard
    • Update the Element Name to: ApolloDeliveries
    • Press Image Modified
    • Press Image Modified
  • Resize your view on the dashboard, and press Image Modified to save your layout changes
• Create a dashboard Apollo Delivery Slots
  • Drag the view Apollo Deliveries Slots on to the dashboard
  • Press Image Modified to show all buttons
  • Press Image Modified to show the view details on the dashboard
    • Update the Element Name to: ApolloDeliverySlots
    • Press Image Modified
    • Press Image Modified
  • Resize your view on the dashboard, and press Image Modified to save your layout changes

...

• Open the configuration form for the Stream Apollo Deliveries
• Go to the Actions tab
  • Press Image Modified to create a new action
  • Give the action the following configuration:
    • Name: Review Redelivery Slots
    • Display Name: Review Redelivery Slots
    • Open Post Dashboard: Apollo Delivery Slots
  • Press Image Modified
  • Add context parameters to the action:
    • Go to the Context Parameters tab
    • Press Image Modified
    • Configure a context parameter with the settings:
      • Name: DeliveryZone
      • Expression: ApolloDeliveries.DeliveryZone

Note that to reference the selected row, we use the Element Name of the view on the dashboard

• • • • Press Image Modified
    • Configure another context parameter:
      • Name: RedeliveryDate
      • Expression: ApolloDeliveries.RedeliveryDate
      • Press Image Modified
  • Press Image Modified in the main Action configuration form
• To associate the action with the view:
  • Open the configuration form for the view Apollo Deliveries
    • Go to the Menu tab
    • Press Image Modified - Actions
    • Select your action from the list and drag it into the list of actions associated with the view
    • Press Image Modified to apply your changes

You have configured the action Review Redelivery Slots to pop up another dashboard when it runs - Apollo Delivery Slots. Now you will add a filter to Apollo Delivery Slots so that it only shows entries relevant for the customer's details (delivery zone and redelivery date):

• Open the view Apollo Delivery Slots from the Stream Apollo Delivery Slots (to see the data)
• Add a filter:
  • Name: for Customer Details
  • Conditions:
    • Where ALL the following are true
    • DeliveryZone equals _context.DeliveryZone
      • Press the ABC button - this will now say fx
    • DeliverySlotDate equals _context.RedeliveryDate
      • Press the ABC button - this will now say fx
  • Press Image Modified
  • All records in the view will disappear – this is because there is currently no context set
• Make this the default filter for the view:
  • Open the configuration form for the view – remember that you can do this by right-clicking on any data record and selecting Show View (you will have to remove the filter you just added to do this)
  • Go to the Advanced tab
  • Set Default Filter to: for Customer Details
  • Press Image Modified

Now test the new action:

...

if (ApolloDeliveries.DeliveryStatus != "REQ REDELIVERY",
error("Not a redelivery request")
)

• Press Image Modified
• Try running your action again – both on rows which are redelivery requests, and rows which are not - you should see the error appear when the row is not a redelivery request

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• Open the dashboard Apollo Delivery Slots
• In the view Apollo Delivery Slots, press Image Modified
• Press - this opens the configuration of the stream behind the view
• Go to the Actions tab
• Add an action:
  • Name: Choose
  • Display Name: Choose Delivery Slot
  • Go to the Item Updates tab
  • Set Stream Item Action to Update
  • Press Image Modified
  • Press Image Modified and drag the attribute RedeliveryRef into the list of Action Attributes

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