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By the end of this chapter you will understand what a confirmation message is and how to use them, and you will have added a confirmation message to your application.

Confirmation Messages

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The Confirmation messages can be added to Actionflows, e.g. Save, Delete, etc. by inserting an additional  

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 action inserts or updates records in a selected table. 

Save actions only save attributes mapped into them. However, if the Save action has Auto Save Attributes enabled, this saves unmapped attributes from the input form or view, matched by identifier. This finds the attribute associated with a field that was created by dropping the attribute onto a form.

Note: Save actions must be attached to a table with a Type of Transactional. Reword? "Save actions will only insert or update records in tables with the Type of Transactional."

Creating Save Actions

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 before the Actionflow processing phase, i.e. where the Save, Delete, etc. action is.

A confirmation phase is useful where the user must:

  • Confirm an action before continuing
  • Choose an option to determine which phase runs
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Confirmation Screens

Confirmation messages require two screens: 

  • An initiator screen where the required action (e.g. delete) is initiated from
  • A confirmation screen that contains the confirmation message, plus buttons to confirm/proceed or cancel/go back
    • the button for confirm/proceed must be set up with an Action Type of Confirmation
    • the button for cancel/go back must be set up with an Action Type of Close Screen

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  • The Serene Grey palette contains a template confirmation screen with preconfigured Confirm and Cancel buttons
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See Creating or Opening a Screen.

Creating Confirmation Messages

  1. On the confirmation screen, click on the Confirm button to open its 
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 icon in the toolbar to display any existing tables in the applicationExisting tables can be dragged from the Repository onto the canvas, then choose 
  1. In the Action Settings, set:
    1. Action Method: choose Other
    2. Action Type: choose Confirmation
      1. this setup allows the Confirm button to trigger the next phase in the Actionflow
  2. On the initiator screen, set up the Actionflow for the required action, e.g. Delete
  3. Open the Actionflow for the required action, and above the Actionflow canvas, click the 
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     icon next to the Processing 
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to create a Save nodeAlternatively, drag the 
  1. Choose Add Phase Before to set up the confirmation phase
  2. On the confirmation phase, select Click to Connect and choose the Input of On Click
  3. From the Actionflow toolbar, click 
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 icon from the toolbar onto the canvas
  • In the Create Save Action window:
    1. Enter a name
    2. Choose a Type:
      1. Auto Insert/Update - Insert or update records using the following condition:
        1. If the input data passes in the primary key of an existing record, the save action updates the record in the chosen table
        2. If the input data does not pass in the primary key of an existing record, the save action inserts a new record in the chosen table
      2. Insert - Always insert a new record into the chosen table
      3. Update - Always update a record for the chosen table. For a record to update successfully a primary key must be provided.
    3. Choose the Table from the drop down where the records will be inserted or updated
    4. Select Create Action
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    1. to open the list of available screens
      1. Drag the confirmation screen onto the Actionflow to create an 
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     action node
  •  Drag the 
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     icon from Connections onto the Open Confirmation Screen action node to connect them 
  • To allow the confirmation screen to trigger the next
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     phase in the Actionflow, 
    drag a  
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     action node from the toolbar onto the canvas and in the popup select
    the Processing 
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  • Hover over the 
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     action node to connect them.
  • 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 a grid of the School Courses data - this screen was created using the Tile with Buttons template
    Tip

    If you are completing this chapter as part of the Actionflow course and using a training instance, this data has already been pre-loaded into the Actionflow Foundation Application.

    Earlier in this course we created two Open Screen Actionflows that open an input form for adding and editing courses to the School Courses grid. In this example we will configure the Save action.

    Note: When creating a new input form in PhixFlow, a Form Actions wizard can configure the Save Record and Delete Record actions for you. For the purposes of understanding the mechanics of Actionflows, we will create these manually.

    Setting up a Confirmation Screen

    In order to use a screen as a confirmation it must be set up a certain way.

    The screen must have a Confirm button on with an action type of confirmation 

     For this example, we'll be creating a new screen and working on buttons on the Course Management screen.

    We want to add a confirmation screen that appears when users delete a course on the Course Management screen. In this example we will insert a Confirmation phase into an Actionflow to show a confirmation message before a Delete Action is processed.

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    Setting up a Confirmation Screen

    1. Click on the Image Modified icon in the PhixFlow header bar
    2. Select
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       on the left
    3. In the Create Screen window, enter the following details:
      1. Name: Confirmation Screen
      2. Open Maximised: toggle off 
      3. All users can View Data: toggle on
      4. Description: A generic confirmation screen
      5. Please select a Template, choose Confirmation
      6. Click Create Screen.
    4. The screen will be created and will automatically open
      1. Close the Add Attributes window that opens
    5. Click
    on
    1. the Confirm button to open its 
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      , then click on the 
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    2. You can see here that this button has an Action Method of Other and an Action Type of Confirmation - this is important as it is
    this setup
    1. these settings that
    allows
    1. allow the Confirm button to trigger the Delete Action
    phase we will setup below
    1. phase 
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    2. No edits are required to this screen
    3. Close the Confirmation Screen

    Configuring a Confirmation Actionflow

    1. On the Course Management screen, open the Delete Actionflow by right-clicking on the Image Modified button and choosing 
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    2. Above the Actionflow canvas are the phases
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     Click
    1. , click the 
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       button next to Processing Phase
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    2. Select 
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       Add Phase
    Before
    1. before and set:
      1. Name: Confirmation 
      2. Press
    Confirm  
      1. Confirm  
    1. Select Click to Connect and choose
    an 
    1. the Input of On Click 
    2. Press Connect Input
    3. From the Actionflow toolbar, click 
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      to open the list of available screens
    .
    1. in your application
    2. Drag the
    confirmation screen
    1. Confirmation Screen you made earlier onto the Actionflow
    .
    1. canvas
    2. Drag
    the input node
    1. the 
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       icon from Connections onto the Open Confirmation Screen action node to connect them 
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    2. From the toolbar, drag
    an  
    1. a  
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     node
    1.  action node onto the canvas and in the popup select the phase, Processing Phase, to run after the confirmation has been completed
    2. Hover your mouse pointer over the

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       Open Confirmation Screen

    Open Screen
    1. action node, click Image Modified , then connect the

    open screen node to the
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       action node to the Processing  
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     node.
    1.  action node

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    2. Close the Actionflow to return to the Course Management screen
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       the screen, select a record and press the Image Modified button
      1. We can see that the Actionflow is working because when you press Confirm on the Confirmation Screen
    shows and if you press Confirm
      1. , the selected record is deleted


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