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  • Open the model Dashboards and Forms 11-13. Actions to update, insert, delete
  • Find the stream Wisteria Books Return Requests, and open the view Wisteria Books Return Requests – you will see a list of book return requests
  • You will add an action to update records in this view – to record when return requests are refused:
    • In the configuration form for the stream Wisteria Books Return Requests, go to the Actions tab
    • Press to create a new action
    • Give the action the following configuration:
      • Name: Refuse Return
      • Display Name: Refuse
      • Go to the Item Updates tab, and set
        • Stream Item Action: Update
      • Press Press Image Modified - Apply
    • The form will update – press in the Action Attributes section
      • In the Stream Action Attribute Details form:
        • Select the Attribute ReturnStatus
        • Set Expression to: "REFUSE"
        • Press Press Image Modified
    • Press Image Removed Press Image Added in the main action form to save your changes
  • To associate the action with a view (you will use an existing view on the Stream):
    • Go to the Views tab
    • Open the configuration form for the view Wisteria Books Return Requests
      • Go to the Menu tab
      • Press - Actions
      • Select your action from the drop down list and drag it into the list of actions associated with the view
      • Press Image Removed Press  Image Added to apply your changes
  • To see the new action button on the view, open the view
  • Test your button: select a record and press the button
  • Press on the view; you will see the ReturnStatus updated
  • Test your button: select a number of records and update the ReturnStatus with your button

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  • First you need to create a form that will be used to take values from the user – in CenterView PhixFlow terms, this is known as a Form View:
    • Open the configuration form for the stream Wisteria Books Return Requests
    • Add a view:
      • Name: Enter Refusal Comment
      • Stream View Attributes: HandlingComments
      • In the list of Stream View Attributes double-click on HandlingComments
        • Set Width on Form to 300; Height On Form to 300
        • Tick Multiline on Form
        • Press

          Image Removed

          Image Added

The setting Multiline on Form determines the result of pressing the enter key when entering values into a

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PhixFlow form view. With this setting on, while the user is editing this field, the enter key will put a link break into the value being entered. While the user is in any other part of the form (except for another multiline field) pressing the enter key commits the action – the equivalent of pressing the

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Image Added button.

        • Go to the Advanced tab
        • Tick Form View
  • Press Image Removed
      • Press Image Added to save your changes
  • Open the configuration form for the action Refuse Return that you created during the previous exercise
  • Set Form View to Enter Refusal Comment
  • Go to the Item Updates tab
  • Add an additional attribute:
    • Press - Show the list of Attributes
    • Drag in the attribute HandlingComments
    • You will see that this is auto-populated with the expression _prompt.HandlingComments – leave this as it is, since this is the expression you need
    • Press Image Removed Press Image Added in the main action form to save your changes

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  • Create an action to insert a record
  • You will need to take user input for 2 fields in the new action, so you must create a new Form View:
    • In the configuration form for the Stream Wisteria Books Return Requests, go to the Views tab
    • Create a grid view Add Return Request
      • Add attributes to the view:
        • CustomerRef
        • BookTitle
      • Go to the Advanced tab and tick the Form View flag
      • Press Image Removed Image Added
  • In the configuration form for the Stream Wisteria Books Return Requests, go to the Actions tab
    • Press to create a new action
    • Give the action the following configuration:
      • Name: New Return Request
      • Display Name: New Return
      • Form View: Add Return Request
    • Go to the Item Updates tab, and set
      • Stream Item Action: Insert
    • Press Press Image Modified
    • Press - Show the list of Attributes
    • Drag in attributes:
      • CustomerRef
      • BookTitle
      • ReturnStatus
    • Set attribute expressions:
      • (Accept the default expressions for CustomerRef and BookTitle, since we will take these values from the user in the form view)
      • Update the expression for ReturnStatus to: "New"
    • Press Image Removed Image Added
  • To associate the new action with the view:
    • Open the configuration form for the view Wisteria Books Return Requests
      • Go to the Menu tab
      • Press - Actions
      • Select the new action from the drop down list and drag it into the list of actions associated with the view
      • Press Image Removed Image Added to apply your changes
  • To see the new action button on the view, open the view (if you already have it open, close it first)
  • Test your button: press the new button, complete the details in the Form View and press Image Removed Image Added
  • Press on the view
  • You will see a new row added

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  • Create an action to delete a record
  • In the configuration form for the Stream Wisteria Books Return Requests, go to the Action tab
    • Press to create a new action
    • Give the action the following configuration:
      • Name: Delete Return Request
      • Display Name: Delete Return
    • Go to the Item Updates tab, and set
      • Stream Item Action: Delete
    • Press Image Removed Image Added
  • To associate the new action with the view:
    • Open the configuration form for the view Wisteria Books Return Requests
      • Go to the Menu tab
      • Press - Actions
      • Select the new action from the drop down list and drag it into the list of actions associated with the view
      • Press Image Removed Image Added to apply your changes
  • To see the new action button on the view, open the view
  • Test your button: select a record, press the new button, and press Image Removed Image Added
  • Press on the view
  • You will see the row disappear