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Overview
An actionflow diagram is made up of a series of nodes. Each node represents a specific action. By configuring different actions and wiring them together you can create complex functionality.
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- Save
- Gateway
- Open Screen
- Open URL
- Lookups
- Request Query Lookup
- Driving Query Lookup
For details of the calculate node, see Calculate Action Nodes
Adding Action Nodes
Connection Points
Everything in an actionflow is connected using connection points. They are blue when connected and grey when not connected. Find all the possible connection points below.
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Interface Driving Connection Point
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Input Interface
Output Interface
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Input Interface
Output Interface
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For information about connecting actionflow nodes together, see Wiring Actionflows.
Adding Action Nodes
The toolbar displays the available action nodes that can be dragged onto the actionflow canvas.
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Actions can be added to actionflows in 2 ways:
- Dragging actions directly from the toolbar
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- Dragging the following items from the repository using
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Output Data Components
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Input Data Components
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The action nodes have connections, which are blue when connected and grey when not connected, see Wiring Actionflows. Action nodes have
- Input connections, where data is passed into the node
- Output connections, which pass data to the next node.
Usually, connections are
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req.[attributename]
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. These pass data through to the next action node. Some action nodes can have
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, which act like a lookup. These send out a request for data, which is returned to the action node data. The table below shows the types of connections available on an action node.
Nodes must be connected sequentially starting from the
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Action Nodes
The toolbar includes the following actions that you can drag onto the canvas.
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Actions can be added to actionflows in 3 ways:
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. Records will then pass through each node and be manipulated accordingly.
Types of Action Node
The following table summarises the purpose of each type of action node, with a link to the reference page for the node.
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Embeds an actionflow within the current actionflow. | |
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The input and output connection points of the actionflow node must be wired into the rest of the actionflow.
Need to test to add detail
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| Add an action to open a specified |
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Open screen nodes can be created with or without a screen attached. This is useful if the screen has not been created yet. Open screen nodes which do not have a screen attached appear with a warning symbol to remind users that this still needs to be configured.
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Each open screen node has 1 primary input connection point by default called 'in'. Connecting to this connection point simply opens the screen and cannot pass any data to it. Do we still need this?
Once a screen has been attached to the open dashboard node an input connection point for each form on the screen is created. Each input connection point automatically has any data fields on the form (dynamic text or form fields) added as attributes. These attributes can be mapped to and supplied with data.
Each input connection point has the following properties:
- Type
This is always driving - Open Mode
update: opens form fields with the latest data (not clear, refresh)
insert: opens the screen with form fields empty (clear, not refresh)
change: opens form fields with data (not clear, not refresh) - Role
Primary: Simply opens the dashboard regardless of data
Component: Opens the dashboard and can provide forms with data
- Attributes
A list of attributes available on the input connection point. These directly link to the fields available on the form. Only component connection points have attributes.
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. If the specified screen contains a start phase button the node can then be connected to a start phase node. The buttons can be mapped to each output of the node to trigger different pathways depending on what the user clicks. For example, this method is used if the process requires confirmation by the user. A confirmation screen can appear with a message 'Are you sure?' with two options - Yes - the actionflow continues to the yes output.
- No - the actionflow stops
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see View Node | Add a node for a data view. The actionflow uses views |
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for additional data to use when processing |
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- data attribute: the attribute in the view from which you want to look-up data. For example, the view may have the attribute staff_number that you require.
- request attribute: the data returned by the look-up. This maps to an input on the destination point.
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| see Calculate Node | Add an action to manipulate the data that is passed to the calculate action. In the calculate action, write an expression using one or more of the 115+ functions available in PhixFlow. |
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Add an action to deletes the specified stream-items passed to the node.
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| see Gateway Node | Add a node to specify decision logic. Gateways control the route |
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that records take as they flow through the actionflow. | |
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| Add a node to save the specified records to their table. | |
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The following icons are for post 9.0 action nodes
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Properties
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Basic Settings
Todo-Fiona - How do you specify the different types of gateway
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Todo-Fiona- find out if this can be renamed to something else unless it really relates to existing stream item actions.
Available for save actions. Select the specific change to make to the stream-items:
- Either: Todo-Fiona
- Insert: create a new stream-item in the stream.
- Update: change part of the stream-item in the stream.
- Delete: delete the stream-item from the stream. Todo-Fiona- check about delete node, Adam think sit may be going away.
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See JSON Node | Handles JSON data and returns record objects as defined by the configuration. | |
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Input Connection Points
This section has a toolbar with standard buttons. The grid contains a list of the wires that pass data into the action.
To edit an existing connection, double-click its name in the list.
To add a new
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| Facilitates the ability to loop within an actionflow for tasks such as polling or paging through results. | |
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Drag add an existing attribute to this list Todo-Fiona- is this possible??
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action_phase | name | start |
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Calculate Action Expressions
Calculate actions process data using expressions; see pages in the topic Expressions and Scripts.
This section has a toolbar with standard buttons. The grid contains a list of the expressions that the calculate action will perform. To add a new expression:
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see Phase Node | Starts the phase specified by the user on the node. | |
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To remove attributes, select one and click Image Removed Permanently Delete. Todo-Fiona- check icon and label.
Output Connection Points
Todo-Fiona
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Pop-up Toolbar
Todo-Fiona
- Under what circumstances does the pop-up toolbar appear
- screenshot
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