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This page is for application designers who need to configure specific operations that will change
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records in the
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table.
Overview
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Creating a
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Record-Action
To create a
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record-action:
- either open a
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- table's properties. In the
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- Record-Action section, click
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new _
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.new nopanel true - or open the repository branch for a
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- table. Right-click
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- Record-Actions and select
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In both cases, PhixFlow opens a new
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record-action properties tab.
Stream Item Action Properties
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Basic Settings
| Field | Description |
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| Name | Enter the name of |
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Record-Action | Select the type of operation:
The remaining options available in Basic Settings depend on the type of operation you select.
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This option is only available where Stream Item Action is Insert or Update.
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| Copy Values by Name | Available when Record-Action is Insert.
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| Attributes to Update | Available when Record-Action is Insert,Update or Delete. The grid contains a list of attributes on which |
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the record-action will operate. If the grid is empty, |
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the record-action will operate on all attributes in the |
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table. To add |
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attributes to the grid, in the toolbar, click
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attributes. Drag attributes into the grid. To create a new attribute, click
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Record-Action Attribute properties. The grid displays information from the record-action attribute:
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To remove an attribute from the grid, use the
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For Delete actions, use the expression to include information related to the action. For example, you may want users to add a reason for deleting the record. This means the Delete action has an audit record that also records the reason. The alternative is to use an Update action to record the information, then use a Delete action. However, this results in two audit records. | |
| Filter Type | Available when Record-Action is Delete or Update. Select an option from the drop-down list. The action will only apply to the records that:
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| Target View |
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Available when Record-Action is Delete or Update. Enter a |
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view name. Where Filter Type is one of Selected |
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Records, Edited |
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Records or View |
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Filter, PhixFlow takes the records |
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from the named view |
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. The user may have started the action on a different view. |
| Condition |
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Available when Record-Action is Delete or Update and Filter Type is Action Filter. Create a filter to specify the records to which the action applies. Expressions in this filter can refer to items on the view or |
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screen from which this action was initiated, for example:
Configure this filter in the same way that you would a pipe filter. |
| Copy Values By Name |
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Available when Record-Action is Insert or Update. Specify what to do if the |
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screen from which the action was initiated includes more attributes than those listed in the properties grid Attributes to Update.
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to update only those attributes listed in Attributes to Update |
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. All other attributes |
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are unchanged. For insert actions, nothing is added (null).
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to update only those attributes are not listed in Attributes to Update PhixFlow looks for a form field or view attribute with the same name as the attribute. If it finds a match, PhixFlow updates the attribute |
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to the value of the form field or |
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view |
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attribute. If |
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PhixFlow does not find a match, it does not update the attribute value. |
| Maximum |
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| Records Expr. |
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Available when Record-Action is Delete or Update. Enter an expression that evaluates to a number. The number limits how many |
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records this action can affect. If this action |
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applies to more than |
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the maximum number of |
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records, PhixFlow updates only the specified number of |
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records and ignores the rest |
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. Phixflow reads records in the order they are listed in the |
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view |
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from which they are selected |
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. |
| Minimum |
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| Records Expr. |
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Available when Record-Action is Delete or Update. Enter an expression that evaluates to a number. The number specifies the minimum number of records that the action must be applied to for this action to run. If fewer than this number of |
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records, the action will return an error and will not run. |
Data Sources
Not sure what this is for. A data source itself is just a name. This is for the new workflows.
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Optionally create data sources that affect this stream item action how ??.
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Action Validation
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