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What is a Lookup?

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Lookups are denoted by a dotted double-ended connector transferring data into and out of a 

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 Action, and are used to lookup and retrieve records in other recordsets. Lookup views require:

  • Incoming Mappings: the attributes being passed into the View Action via the lookup connector
  • Output Attributes: the attributes being used by the View Action to filter the results
  • Outgoing Mappings: the attributes being passed out of the View Action via the lookup connector 


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1.15 View Action Configuration
1.15 View Action Configuration
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Creating Lookups

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  1. Hover over an action node, e.g. a Calculate Action, on the canvas and select Image Modified
  2. Enter a name for the Lookup Connector
  3. Click onto a 
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    action on the canvas
  4. Alternatively, click onto any empty space on the canvas to create a new 
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     Action
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Worked Example

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

In this example, we are using:

  • Classroom Management screen  - this screen was created using the Tile with Buttons template, and contains:
    • A basic card container of the Classroom data
    • A basic card container of the Courses data
    • An empty string field, FilterField
Tip

If you are completing this chapter as part of the Actionflow course and using a training instance, the data and screens have already been pre-loaded into the Actionflow Foundation Application. For this example, we'll be working on the Classroom Management screen. 

Lookup to Classroom Courses

In this example, we want to see the courses held in each classroom when each classroom is clicked. To do this, we will use the classroom data to lookup and retrieve the associated courses data, then output that data back to the screen where it can be used to filter the courses data.

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To do this it we will:

  • Lookup the courses using the Classroom ID, which is found on both the Classroom and Course tables
  • Write those courses' Course ID(s) back to the screen onto a string field
  • Setup a background filter to only show courses in a Courses card container that match the Course ID in the field

Event Handler Setup

Event handlers facilitate actions occurring in response to a user action. For this example, we want a user clicking on a classroom card to run an Actionflow that populates a string field that we will later to use to filter the information that can be seen on screen

  1.  Click on the top card on the Classroom Management screen to open the 
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  2. Click on the 
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  3. Click the 
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  4. In the New Card (On Click) Event Handler tab, click 
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    1. Enter a name for the Actionflow:
      1. Name: Filter Courses

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Create Calculate Action and Lookup

  1. Select Click to Connect and for the input, choose the Classrooms Card Component, then select Connect Input   
  2. In the Mappings window that opens, drag the ClassroomID attribute from the left to the right
    1. Select Save
  3. Click and drag the 
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     icon from the toolbar onto the canvas
  4. In the Create Calculate Action window enter:
    1. Name: GetCourses
    2. Select Create Action

      Note

      For the input data, the attributes pass through the Calculate action without being processed. For the output data, the Calculate action processes the data into an array. 


  5. Click and drag the 
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     icon onto the 
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     action node
  6. Right-click on the in connector and choose
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    1. Drag the ClassroomID attribute on the left onto the Drag and Drop area on the right
    2. Select Save
  7. To look up to the School_Courses table, hover over the 
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     action node and choose, Add Lookup
    1. On the Add Connection Point window, name the lookup: luc
      1. We recommend choosing a name to indicate the action taking place, e.g. "luc" for look up courses
    2. Click Confirm
  8. With the red arrow attached to your mouse, click anywhere on the canvas
  9. In the Create View Action window enter:
    1. Name: Courses
    2. Primary Table: choose School_Course 
    3. Select Create Action

Configure the Lookup 

  1. The Output Attribute Selection window will open automatically 
    1. Click the tick box next to CourseID
    2. Click Next
  2. The Incoming Mappings window will open automatically
    1. Drag the ClassroomID attribute from the left (Calculate Action) into the Drag and Drop area on the right to create a corresponding attribute in the 
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    2. Select Next
  3. The Outgoing Mappings window will open automatically
    1. Drag the CourseID attribute from the left (View Action) to the Drag and Drop area on the right to map a corresponding attribute back to the
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       action
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    2. Click Confirm and Create Filter
  4. We need to filter the data coming out of the lookup 
    1. Name: ByClassroomID
    2. Click abc to tell PhixFlow to interpret the field as an expression
    3. Filter Conditions: Image Modified
      1. In this filter, the top CourseID is from the Courses data, and the bottom CourseID is from the Classroom data  
    4. Select Finish
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Configure the Calculate Action and Output

  1. Click on the
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     action on the canvas to open its
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  2. In the Output Attributes section, click the 
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     icon to create a new attribute:
    1. Name: CourseIDArray
    2. Type: Choose Structured Data   
      1. This will return the results as an array

    3. Expression: 


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      luc.CourseID


    4. Click 

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  3. Under Connections on the left, select 

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     Add

  4. Add an Output Connection Point:

    1. Name: output
    2. Type: choose Output

    3. Click Create Connection Point
  5. In the Connect Output window, choose the ClassroomAvailabilityManagement 
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    , then Connect Output
    1. Close the Mappings window that opens as we don't have any attributes to map to this yet
  6. Hover your mouse over the
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     action on the canvas and click out
  7. When the red arrow shows, click on the 
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     node under Connections
    1. On the Mappings window, drag across the CourseIDArray attribute from the Calculate action into the Drag and Drop area on the right to create a corresponding attribute on the output
    2. Click Save
  8. Click the output connection point, under Connections
    1. On the Mappings window, drag the CourseIDArray attribute from the output to the string field, FilterField
    2. Click Save
  9. The Actionflow is now built
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Setting up a Background Filter

The Event Handler and Actionflow will now populate the string field, FilterField, by clicking each classroom card, but the Courses card container needs a background filter setting so it can be filtered by the values in the string field.

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titleTroubleshooting

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Note

If at any point your screen does not display the expected results, such as clicking on the classroom card does not populate FilterField, or after creating the below filter the Courses cards do not filter, always try closing and reopening the screen first.


  1. Return to the Classroom Management screen 
  2. Click on the Courses card container to open the Card Component 

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    1. Ensure you click on the white space underneath the top contact card to open the Card Component
  3. On the 

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    , in the Background Filter Rules section, click 
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    1. Enter the Rule Expression: true
  4. Create a new filter by pressing 
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     next to Filter:
    1. Name: ByFilterField
    2. In the Filter Details section, click Select an option and choose the CourseID in the Table Attributes
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    1. Click 
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       on both the Filter and Filter Rule 
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     the screen and click a classroom card to see the Actionflow working

Having trouble? See Troubleshooting above.

Tip

Once you have verified the Actionflow is working, the FilterField string field can be hidden in the 

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Worked Example

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

In this example, we are using:

  • Course Management screen containing  - this screen was created using the Tile with Buttons template, and contains:
    • A grid of the School Courses data
    • A contacts card container of the School Students data
    • An empty string field, StudentIDFromAttendees
Tip

If you are completing this chapter as part of the Actionflow course and using a training instance, the data and screens have already been pre-loaded into the Actionflow Foundation Application. For this example, we'll be working on the expandable tile on the Course Management screen. 

Lookup to Retrieve Course Attendees

In this example, we want to see the students enrolled on each course. To do this, we will use the course data to lookup and retrieve the associated attendees data, then output the attendee data back to the screen where it can be used to filter the students data.

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To do this it we will:

  • Lookup using the Course ID, which is found on both the Course and Attendees tables
  • Use the Course ID on the Attendees table to find the corresponding Student ID(s) of the student(s) attending that course

    Screen Setup

     your screen to expand the Students contacts card container on the right, shown by the tile with chevron your screen and click  in the toolbar to open the Serene Grey palette 
  • Expand Buttons - Secondary and add a custom button to the Tile - Footer area beneath the School Courses grid
    1. Name: Enrolled Students
  • Using the _

  • Write those Student ID(s) back to the screen onto a string field
  • Setup a background filter to only show students in a Students contacts card container that match the Student ID in the field
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    Create Calculate Action and View Action

    Right-click on the Enrolled Students button and choose  Insert excerpt_actionflow_add_actionflow_addnopaneltrue
  • Enter a name for the Actionflow:
    1. Name: Find Students
    2. Select Confirm
  • Select Click to Connect and for the input, choose the School Course  Insert excerpt_grid_gridnopaneltrue View Component, then select Connect Input
  • In the Mappings window that opens, drag the CourseID attribute from the left to the right
    1. Select Save
  • Click and drag the  Insert excerpt_action_calculate_action_calculatenopaneltrue icon from the toolbar onto the canvasIn the Create Calculate Action window enter:
  • Name: FindStudents
  • Select Create Action

    Note

    For the input data, the attributes pass through the Calculate action without being processed. For the output data, the Calculate action processes the data into an array. 

    Click and drag the  Insert excerpt_driving_interface_connection_point_driving_interface_connection_pointnameiconnopaneltrue icon onto the  Insert excerpt_action_calculate_action_calculatenopaneltrue action nodeRight-click on the in connector and choose Insert excerpt_open_mappings_open_mappingsnopaneltrue
    1. Drag the CourseID attribute on the left onto the Drag and Drop area on the right
    2. Select Save
    To look up to the Course Attendees table, we need to create a  Insert excerpt_action_view_action_viewnopaneltrue ActionClick and drag the  Insert excerpt_action_view_action_viewnopaneltrue icon from the toolbar onto the canvas
  • In the Create View Action window enter:
    1. Name: GetStudentID
    2. Primary Table: choose Course Attendees
    3. Select Create Action

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    Configure the Lookup on the View Action 

    Hover over the Insert excerpt_action_calculate_action_calculatenopaneltrue Action and select Image RemovedEnter a name for the Lookup Connector:
  • Name: lu
  • Select Confirm
  • When the red arrow shows, click on the  Insert excerpt_action_view_action_viewnopaneltrue action on the canvasSelect the  Insert excerpt_action_view_action_viewnopaneltrue action on the canvas to open its Insert excerpt_property_settings_property_settingsnopaneltrueIn the Output Attributes section, click on the  Insert excerpt_attributes_icon_attributes_iconnopaneltrue icon In the Available Attributes window, drag StudentID into the Output Attributes section of the  Insert excerpt_property_settings_property_settingsnopaneltrue
  • Click OK
  • Select the lu connector to map the incoming and outgoing data
  • For the Incoming Mappings:Drag the CourseID attribute from the left (Calculate Action) into the Drag and Drop area on the right to create a corresponding attribute in the  Insert excerpt_action_view_action_viewnopaneltrue action
  • Select Next
  • For the Outgoing Mappings:Drag the StudentID attribute from the left (View Action) to the Drag and Drop area on the right to map a corresponding attribute back to the Insert excerpt_action_calculate_action_calculatenopaneltrue action
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    Right-click on the StudentID attribute you just created and select Insert excerpt_edit_editnopaneltrue 
  • Rename the attribute: StudentIDFound
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  • Click Confirm
  • We need to filter the data coming out of the lookup 
  • Click on the Insert excerpt_action_view_action_viewnopaneltrue action to open its PropertiesIn the Data Retrieval Options section, click the  Insert excerpt_addIcon_addIconnopaneltrue icon next to Filter
  • Name: ByCourseID
  • Filter Details: Image Removed
    1. Click abc to tell PhixFlow to interpret the field as an expression
  • Insert excerpt_finish_finishnopaneltrue the Filter tab Insert excerpt_save_savenopaneltrue the View Action tab
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    Configure the Calculate Action and Output

    Click on the Insert excerpt_action_calculate_action_calculatenopaneltrue action on the canvas to open its Insert excerpt_property_tabs_property_tabsnopaneltrueIn the Output Attributes section, click the  Insert excerpt_addIcon_addIconnopaneltrue icon to create a new attribute:
  • Name: CourseStudentIDs
  • Type: Choose Structured Data 
    1. This will return the results as an array
  • Expression: 

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    lu.StudentIDFound
    Click  Insert excerpt_finish_finishnopaneltrueUnder Connections on the left, select  Insert excerpt_addIcon_addIconnopaneltrue Add
  • Add an Output Connection Point:
    1. Name: out
    2. Type: choose Output
    3. Click Create Connection Point
  • Select Click to Connect and choose the CourseManagement  Insert excerpt_form_formnopaneltrue, then Connect Output
    1. Close the Mappings window that opens
    Hover your mouse over the Insert excerpt_action_calculate_action_calculatenopaneltrue action on the canvas and click outWhen the red arrow shows, click on the  Insert excerpt_output_outputnameiconnopaneltrue node under Connections
  • On the Mappings window, drag across the CourseStudentIDs output attribute from the Calculate action into the Drag and Drop area on the right to create a corresponding attribute in the output
    1. Click Save
  • Click the out connection point, under Connections
  • On the Mappings window, drag the CourseStudentIDs output attribute from the output to the string field, StudentIDFromAttendees
    1. Click Save
  • The Actionflow is now built
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    Setup Background Filter

    The Actionflow will populate the string field, StudentIDFromAttendees, but the values in this field need to be linked to the Students contact cards using a background filter in order to only see the students for the selected course only.

  • Return to the Course Management screen 
  • Click on the Students contact card container to open the Card Component  Insert excerpt_property_settings_property_settingsnopaneltrue 
    1. Ensure you click on the white space underneath the top contact card to open the Card Component
    On the  Insert excerpt_property_tabs_property_tabsnopaneltrue, in the Background Filter Rules section, click  Insert excerpt_addIcon_addIconnopaneltrue
  • Enter the Rule Expression: true
  • Create a new filter by pressing  Insert excerpt_addIcon_addIconnopaneltrue next to Filter:
    1. Name: ByStudentID
    2. Filter Details: Image Removed 
    Click  Insert excerpt_finish_finishnopaneltrue on both the Filter and Filter Rule  Insert excerpt_property_settings_property_settingsnopaneltrue Insert excerpt_lock_locknopaneltrue the screen and press the Enrolled Students button to see the Actionflow working TipOnce you have verified the Actionflow is working, the StudentIDFromAttendees string field can be hidden in the  Insert excerpt_property_tabs_property_tabsnamestyle

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     to tidy up the screen.


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