Worked Examples

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

In this example, we are using:  

• A Company Approval Review screen containing:
  • a grid backed by the Companies table
    • with a Background Filter to only companies where their Status does not equal Approved or Rejected
  • two areas containing Approve and Reject icons  - this screen was created using the Multi-Tile  template

Example 1: Approve Company Using Drag and Drop

In this example, we'll configure company records on a grid to be draggable, and set up an area on a screen as a drop target to receive the record(s). When a company is dropped in the area, its Status will be updated to Approved. We'll add some additional processing to our Actionflow to update the audit details on the record, showing who made the change, along with the date and time.

Drag Type Setup

1. Open the Company Approval Review screen by clicking on the Approvals button in the top menu
2. Right-click on the Companies Pending Review grid and select 

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3. Click the 

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4. In the Action Settings section, click the 

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    icon next to 

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    to create a new drag type:
   1. Name: Company
   2. Click 

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   3. Attributes: select 

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      1. Name: CompanyID
      2. Type: Integer

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       the Drag Type tab
5. A Drag Mappings section will become available in the Action Settings on the View
6. Click the 

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    button
7. Map across the CompanyID attribute from the Companies

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    to the 

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8. Click Confirm Mappings

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    the View

Drop Target Setup

1. On the Company Approval Review screen
2. Click on the area holding the  icon
3. Ensure the

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    for the area, OuterBorderTop, is selected
4. Click the 

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5. In the Drop Targets section, click the 

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    icon to add a new drop target:
   1. Name: CompanyApproval
   2. Drag Type: Select the Company Drag Type you set up above
   3. Drop Action: Actionflow
   4. Actionflow: click 

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       to create a new Actionflow
      1. Name: Company Approval

Actionflow Setup

1. Connect the input of the Company 

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2. Map in the CompanyID attribute 
3. Create a 

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    action
   1. Name: Update Status and Audit
4. Add three Output Attributes:
   1. NewApprovedStatus: this should contain a string with the new status
   2. NewUpdatedByName: this should contain details of the user making the change using the internal variable _user - see Internal Variables
      1. Review the Companies table data to see the formatting of this attribute

   3. NewUpdatedByTime: this should contain the date and time the user updates the record
      
      

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      Code Block theme Emacs title Name: NewApprovedStatus, Type: String "Approved" Code Block theme Emacs title Name: NewUpdatedByName, Type: String _user.name + " (" + _user.fullUsername + ")" Code Block theme Emacs title Name: NewUpdatedTime, Type: Datetime now()
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5. Connect the 

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    to the 

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    action
6. Hover over the Calculate action and click, out
7. Click anywhere on the canvas to create a new 

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    action
   1. Name: Save Company
   2. Type: Update
   3. Table: Companies
8. Map across the three attributes created by the Calculate action onto their relevant attributes in the Companies table, and the CompanyID from the input

Checkpoint

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Testing

1. Close and reopen the Company Approval Review screen, 

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    the screen
2. Drag a company from the Companies Pending Review grid onto the Approve icon
   1. The company should be removed from this screen and instead appear on the Companies screen

Example 2: Reject Company Using Drag and Drop (Optional)

Repeat the steps above to set up the area holding the  icon as a Drop Target. Remember to change the Expression in the Output Attribute to "Rejected".