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In this exercise you will create an action that takes a selected file from a list and loads that file into CenterViewPhixFlow.
The files used in this exercise can be found in the input files, at:
…_ _inputData\BillingReports2
although you will create a process that reads copies of these files from the server. The input directory expression of the file collector in the example is already set up to read files from the correct location on the server.

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  • Open the dashboard Manual billing reports load
  • Press Press Image Modified on the view File List to show the view details on the dashboard
    • Update the Element Name to: FileList
    • Press Press Image ModifiedPress
    • Press Image Modified

Now create the action:

  • Open the configuration form for the Stream Billing report list
  • Go to the Actions tab
    • Press Press Image Modified to create a new action
    • Give the action the following configuration:
      • Name: Load billing report
      • Display Name: Load report
      • Run Selected TaskPlan: Load billing report
      • Press Image RemovedPress Image Added
    • Add a context parameter to the action:
      • Go to the Context Parameters tab
      • Press Image RemovedPress Image Added
      • Configure a context parameter with the settings:
        • Name: FileName
        • Expression: FileList.FileName
          • Note that to reference the selected row, we use the Element Name of the view on the dashboard
        • Press Press Image Modified
      Press Image Removed
      • Press Image Added in the main Action configuration form
  • To associate the action with the view:
    • Open the configuration form for the view File List
      • Go to the Menu tab
      • Press Press Image Modified - Actions
      • Drag the action Load report into the list of actions on the view
      • Press Image Removed Press Image Added to apply your changes

Now update the file collector so that it loads the file selected in the dashboard:

  • Open the configuration form for the File Collector Manual billing reports load by double-clicking it on the model view
  • Update the File Pattern Expression to: _context.FileName
  • Press Image RemovedPress Image Added

Test the action:

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