If using an actionflow, it is essential to add Drag Mappings to attributes from the source table to attributes used within the actionflow. If using table-actions, skip this step. In this example, we need to know the ID of the contact to be updated. To add Drag Mappings

Worked Examples

Here's a worked example using the Company Data (available from the Learning Centre).

In this example, we are using:  

• A Company Approval Review screen containing:
  • a grid backed by the Companies table
    • with a Background Filter to only companies where their Status does not equal Approved or Rejected
  • two areas containing Approve and Reject icons  - this screen was created using the Multi-Tile  template

Example 1: Approve Company Using Drag and Drop

In this example, we'll configure company records on a grid to be draggable, and setup set up an area on a screen to as a drop target to receive the record(s). When a company is dropped in the area, its Status will be updated to Approved. We'll add some additional processing to our Actionflow to update the audit details on the record, showing who made the change, along with the date and time.

Drag Type Setup

1. Open the Company Approval Review screen screen by clicking on the Approvals button in the top menu
2. Right-click on the Companies Pending Review grid and select 

   Insert excerpt
   _view_show_config _view_show_config nopanel true

3. Click the 

   Insert excerpt
   _property_tabs _property_tabs name action nopanel true

4. In the Action Settings section, click the 

   Insert excerpt
   _add_icon _add_icon nopanel true

    icon next to 

   Insert excerpt
   _drag_type _drag_type nopanel true

    to create a new drag type:
   1. Name: Company
   2. Click 

      Insert excerpt
      _save _save nopanel true

   3. Attributes: select 

      Insert excerpt
      _add_icon _add_icon nopanel true

      1. Name: CompanyID
      2. Type: Integer

   4. Insert excerpt
      _finish _finish nopanel true

       the Drag Type tab
5. A Drag Mappings section will become available in the Action Settings on the View
6. Click the 

   Insert excerpt
   _mappings_configure _mappings_configure nopanel true

    button
7. Map across the CompanyID attribute from the Companies

   Insert excerpt
   _action_view _action_view nopanel true

    to the 

   Insert excerpt
   _drag_type _drag_type nopanel true

8. Click Confirm Mappings

9. Insert excerpt
   _finish _finish nopanel true

    the View

Drop Target Setup

1. On the Company Approval Review screen
2. Click on the area holding the  icon
3. Ensure the

   Insert excerpt
   _property_settings _property_settings nopanel true

    for the area, OuterBorderTop, is selected
4. Click the 

   Insert excerpt
   _property_tabs _property_tabs name action nopanel true

5. In the Drop Targets section, click the 

   Insert excerpt
   _add_icon _add_icon nopanel true

    icon to add a new drop target:
   1. Name: CompanyApproval
   2. Drag Type: Select the Company Drag Type you set up above
   3. Drop Action: Actionflow
   4. Actionflow: click 

      Insert excerpt
      _add_icon _add_icon nopanel true

       to create a new Actionflow
      1. Name: Company Approval

Actionflow Setup

1. Connect the input of the Company 

   Insert excerpt
   _drag_type _drag_type nopanel true

2. Map in the CompanyID attribute 
3. Create a 

   Insert excerpt
   _action_calculate _action_calculate nopanel true

    action
   1. Name: Update Status and Audit
4. Add three Output Attributes:
   1. NewApprovedStatus: this should contain a string with the new new status
   2. NewUpdatedByName: this should contain details of the user making the change using the internal variable _user - see Internal Variables
      1. Review the existing Companies table data to see the formatting of the this attribute

   3. NewUpdatedByTime: this should contain the date and time the user updates the record
      
      

      Expand
      title How?
      Code Block theme Emacs title Name: NewApprovedStatus, Type: String "Approved" Code Block theme Emacs title Name: NewUpdatedByName, Type: String _user.name + " (" + _user.fullUsername + ")" Code Block theme Emacs title Name: NewUpdatedTime, Type: Datetime now()
      Expand
      title

      
      Checkpoint
      Image Modified
      
      

5. Connect the 

   Insert excerpt
   _input _input nopanel true

    to the 

   Insert excerpt
   _action_calculate _action_calculate nopanel true

    action
6. Hover over the Calculate action and click, out
7. Click anywhere on the canvas to create a new 

   Insert excerpt
   _action_save _action_save nopanel true

    action
   1. Name: Save Company
   2. Type: Update
   3. Table: Companies
8. Map across the three attributes created by the Calculate action onto their relevant attributes in the Companies table, and the CompanyID from the input

Checkpoint

Image Modified

Testing

1. On Close and reopen the Company Approval Review screen, 

   Insert excerpt
   _lock _lock nopanel true

    the screen
2. Drag a company from the Companies Pending Review grid onto the Approve icon
   1. The company should be removed from this screen and instead appear on the Companies screen

Example 2: Reject Company Using Drag and Drop (Optional)

Repeat the steps above to set up the Reject area holding the Image Added icon as a Drop Target. Remember to change the Expression in the Output Attribute to "Rejected".

3.09 Loop Action ConfigurationImage Added