Versions Compared

Old Version 34

changes.mady.by.user Fiona Sargeant

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Sargeant

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Insert excerpt
_Banners
_Banners
name
actionflow
TableActions
nopaneltrue

This page is for application designers who need to configure specific operations that will change records in the table.

Overview

Insert excerpt
_action_concepts
_action_concepts
nopaneltrue

Creating a Record-

action

Action

To create a record-action:

  • either open a table's properties. In the Record-Action section, click 
    Insert excerpt
    _new
    _new
    nopaneltrue
     .
  • or open the repository branch for a table. Right-click Record-Actions and select 
    Insert excerpt
    _new
    _new
    nopaneltrue
    .

In both cases, PhixFlow opens a new record-action properties tab.

Properties

 Use the following properties to configure the record-action. _standard_settings

Insert excerpt
_property_toolbar
_property_toolbar
nopaneltrue

Insert excerpt

_standard_settings

_property_tabs
_property_tabs
namebasic-h
nopaneltrue

Insert excerpt
_parent
_parent
nopaneltrue

Basic Settings

FieldDescription
NameEnter the name of the record-action.
Show in Repository

Insert excerpt
_check_box_tick
_check_box_tick
nopaneltrue
  to list the record-action in the repository.

Record-Action

Select the type of operation:

  • None 
  • Insert
  • Delete
  • Update

The remaining options available in Basic Settings depend on the type of operation you select.

Note

You cannot undo or reverse a record-action that deletes records from a table.

If you want users to have the option to undo a change:

  1. Configure a record-action to Update rather than Delete.
  2. The update marks the records as 'deleted', for example in a "status" attribute.
  3. Set up a scheduled archive task. Configure it to archive (delete) records set that have had status set to 'delete' in a specified time period, e.g. 48h hours.

This gives users time to reinstate records that have been deleted by mistake. The user will need to manually update the status attribute for the record to remove 'deleted'. If you do not  want your users to see deleted records, you can filter them from any views.


Copy Values by Name

Available when Record-Action is Insert

,

.

Insert excerpt
_check_box_tick
_check_box_tick
nopaneltrue
 to

Todo-Fiona

insert records copied by name.

Attributes to Update

Available when Record-Action is Insert,Update or Delete.

This section has a toolbar with standard buttons and 

Insert excerpt
_attributes_show
_attributes_show
nopaneltrue
.

The grid  contains a list of attributes on which the record-action will operate. If the grid is empty, the record-action will operate on all attributes in the table. To add attributes to the grid, in the toolbar, click 

Insert excerpt
_attributes_show
_attributes_show
nopaneltrue
. PhixFlow opens the list of attributes. Drag attributes into the grid.

To create a new attribute, click 

Insert excerpt
_new
_new
nopaneltrue
. To edit an attribute that is listed in the grid, double-click its name. In both cases, PhixFlow opens the Record-Action Attribute properties.

The grid displays information from the record-action attribute:

  • Order: The order in which the rules are evaluated.
  • Name: The backing table.
  • Expression: Any expression that has been defined for the attribute.

To remove an attribute from the grid, use the

Insert excerpt
_delete
_delete
nopaneltrue
 in the toolbar.

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:

  • Selected Records - the user has selected on the screen from which the action was initiated, unless the Target View is specified.
  • Edited Records - that the use has updated on the view from which the action was initiated, unless the Target View is specified.
  • View Filter - that are currently displayed  on the view from which the action was initiated unless the Target View is specified.
  • Action Filter - that the filter defined in the action has retrieved.
  • Dragged Items- the user is dragging, for a drag-and-drop action.
  • Drop Target Items - the user is dropping something onto, for a drag-and-drop action.
Target View

Available when Record-Action is Delete or Update.

Enter a view name.

Where Filter Type is one of Selected Records, Edited Records or View Filter, PhixFlow takes the records from the named view. The user may have started the action on a different view.

Condition

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 screen from which this action was initiated, for example:

  • form fields
  • context parameters
  • attributes from any selected record.

Configure this filter in the same way that you would a pipe filter.

Copy Values By Name

Available when Record-Action is Insert or Update.

Specify what to do if the screen from which the action was initiated includes more attributes than those listed in the properties grid Attributes to Update.

Insert excerpt
_check_box_untick
_check_box_untick
nopaneltrue
 to update only those attributes listed in Attributes to Update. All other attributes are unchanged. For insert actions, nothing is added (null).

Insert excerpt
_check_box_tick
_check_box_tick
nopaneltrue
 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 to the value of the form field or view attribute. If PhixFlow does not find a match, it does not update the attribute value.

Maximum Records Expr.

Available when Record-Action is Delete or Update.

Enter an expression that evaluates to a number. The number limits how many records this action can affect. If this action applies to more than the maximum number of records, PhixFlow updates only the specified number of records and ignores the rest. Phixflow reads records in the  order they are listed in the view from which they are selected.

Minimum Records Expr.

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 records, the action will return an error and will not run.

Action Validation

Enter a validation expression.

Insert excerpt
_description
_description
nopaneltrue

Insert excerpt
_audit
_audit
nopaneltrue

Live Search
spaceKey@self
additionalnone
placeholderSearch all help pages
typepage

Panel
borderColor#00374F
titleColorwhite
titleBGColor#00374F
borderStylesolid
titleSections on this page

Table of Contents
maxLevel3
indent12px
stylenone


Learn More

For links to all pages in this topic, see Using Table Actions.

Insert excerpt
_terms_changing
_terms_changing
nopaneltrue