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In this video we will explore the ability to drag records over one record onto another record and have to trigger an action fire. To recap the video:
- Open the
Contactsstream configuration form. - Add a new attribute and set:
- Name:
ReportsTo - Length:
100–
This value of 100 is required as we will be combining two 50 character fields into this attribute.
- Name:
- Add the new attribute to the
Contactsview. - Create a Drag Type – This determines .
Use this to specify what data should be is expected by a target when it receives a dragged item i.e, in this case. a contact.- Name:
Contact - Description: A Add your own description of what this action will be used fordo.
- Save your changes
- .
- Name:
- Switch to the
Contactsstream and create an Action. Set:- Name:
ContactReportsTo - In the Confirmation Message section:
- Ask For Confirmation: Tick tick
- Confirmation Message:
"Are you sure you want to set Reports To?"
- In the Stream Item Action Rules section:
- Add a new Stream Item Action Rule.
- Add a new Stream Item Action.
- Name:
ContactReportsTo - Stream Item Action: Update
- Filter Type: Dragged Items
- Copy Values By Name: Untick – this untick
This is required as you want to set only one value programmatically. - Attributes to Update
- Name:
ReportsTo - Expression:
_form.FirstName+" "+_form.FamilyName
- Name:
- Name:
- Name:
- Create a Drop Target -
Use this to specify what to do with the received Drop Type. Set:- Name:
ReportsTo - DragType:
ContactThis must match the Drag Type we created earlier. - Action:
ContactReportsTo
- Name:
- Update the Refresh Actions.
- Add the Action
ContactReportsTo.
- Add the Action
Go into App Mode. Drag one contact onto another and the Reports To ReportsTo attribute will be populated.
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Next video: 19. Setting User Access Control |