This page explains how to set the properties for stream item action rules properties.
Stream action rules connect data in a stream with an action.
This setting is not available from the repository browser. It opens from an action properties → Stream Item Action Rules section.
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Basic Settings
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Stream Item Action | Select an option from the drop-down list:
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Attributes to Update | This option is available where Stream Item Action is Insert,Update or Delete. This section has a toolbar with standard buttons and The grid contains a list of attributes on which the stream item action will operate. If the grid is empty, the stream item action will operate on all attributes in the stream. To add stream attributes to the grid, in the toolbar, click
To create a new attribute, click
The grid displays information from the action attribute:
To remove an attribute from the grid, use the
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 | Select an option from the drop-down list:
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Target View | If specified, changes the view the action applies to (gets records from if selected Filter Type = Selected Items, Edited Items or View Filter). | ||||||||||||||||||||||||||||||||
Condition | This is only available if you have selected Filter Type = Action Filter. Create a filter to specify the records that an Update or Delete will apply to. Any expressions on this filter can reference the Form View fields, Context Parameters and any attributes from any record selected on the view or dashboard from which this action was initiated. Configure this filter in the same way that you would a pipe filter. | ||||||||||||||||||||||||||||||||
Copy Values By Name | This is only available if you have selected Stream Item Action = Insert or Update. If this flag is ticked, all Stream Item Attributes which are not present on the Action Attributes list below will take their new values from the current form. This will only apply to records which have a corresponding record on the form. |
Action Attributes
The list of attributes that will be populated by the action - whether an update or insert.
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