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The video recap is as follows:
Create a Card View
...
Part 1
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
Part 2
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
This tutorial will cover the creation of card views and expand upon some of the other features we've seen so far, such as custom actions.
To recap the steps in the video:
Create a Card View
- In the right portion of the
Businessesdashboard create a new Form called:BusinessNotesEnter the Settings calledBusinessNotesand set:- Tick Auto Size: tick
- Direction: Column
- Justify: Flex Start
- Align: Stretch
- Remove all All other Position Settings should be blank.
- Tick Prevent Dragging: tick
- Open the configuration form for the stream
BusinessNotes, and bring the new dashboard back to the front. Drag the stream icon from the configuration form onto the
BusinessNotesForm, this automatically creates a Card View.Tip The card view is created as a form that already existed. If no form had existed, a grid view would have been created.
- Locate Find the Card View in the repository and set:
- Set the Name to:
Notes - Tick Use Custom Default Filter: tick
- Next to the Default Filter, click on the + button.
- Name:
ByBusinessUID - Filter Details
BusinessUIDequalsBusinesses.UID- Click abc to let PhixFlow know this is a formulaan expression.
- Note that default filters can be removed by the user. If you use the Background Filter Rule this will be applied and not be
To apply a filter that is not accessible to the end user. The latter is available via the user, add a Rule using the Background Filter Rule section, where a filter Rule can be added.
- Name:
- Create a Default Sort Order.
- Tick Auto Size: tick
- Remove Clear all the Position Settings
- Tick Prevent Dragging: tick
- Set the Name to:
- Locate the Card in the repository , enter the settingsand set:
- Untick Auto Size: untick
- Direction: Column
- Justify: Flex Start
- Align: Stretch
- CSS Properties:
maxHeight = 300pxminHeight = 50px
- Remove Clear all Position Settings.
Configure the Card View Layout
- Drag Shift+drag an Area onto the Card (using shift to to embed the area )Set the following for the Area:and set:
- Name:
NoteHolder - Untick Auto Size: untick
- CSS Properties:
padding-left = 5pxpadding-right = 5pxpadding-bottom = 5pxpadding-top = 5px
- Remove Clear all Position Settings.
- Name:
In the Top Portion of the Note
- Drag an Area ono onto the NoteHolder area and set the following:
- Name:
NoteContent - Untick Auto Size: untick
- CSS Properties:
border-bottom = 1px solid #9b9b9b
- Remove Clear all Position Settings except Order and Tab Index.
- Name:
- Drag a Dynamic Text area onto NoteContent, with the following settingsthe
NoteContentarea and set:- Name:
Note - Untick Auto Size: untick
- CSS Properties:
padding-bottom = 5px
- Width:
100% - Remove all other Position Settings except Order and Tab Index.
- Name:
In the Lower Portion of the Note
- Drag an Area ono onto the NoteHolder area and set the following:
- Name:
NoteAudit - Untick Auto Size: untick
- Direction: Row
- Justify: Space Between
- Align: Center
- Remove Clear all Position Settings except Order and Tab Index.
- Name:
- Drag a Dynamic Text field onto the area and set the following:
- Name:
NoteByUser
- Name:
- Drag a DateTime field onto the area and set the following:
- Name:
NoteDate - Type:
Datetime - Remove Clear all Position Settings except Height, Order and Tab Index.
- Name:
Setup a Note Editing Dashboard
- Create a new Dashboard called
BusinessNotesEditorand set:- Tick Always On Top: tick
- Create a new Form called
AddNoteForm. - Open the configuration form for the stream BusinessNotes, and stream
BusinessNotesand bring the new dashboard back to the front. - Drag the attribute
Noteonto the dashboard and set the following:- Width:
100% - Top:
0px - Bottom:
45px
- Width:
- Drag the attributes
UIDonto the dashboard and hide the field. - Drag the attribute
BusinessUIDonto the dashboard and hide the field.
This field will be used to associate the note our notes to a specific business. - Drag an Area onto to the dashboard with the following settingsand set:
- Name:
AddNoteFooter - Background-Colour:
#9b9b9b - Direction: Row
- Justify: Flex End
- Align: Center
- Width:
100% - Height:
45px - Bottom:
0px - Tick Prevent Dragging: tick
- Name:
...
Setup a Custom Insert Action
- Add a button, and set the following:
- Name:
InsertNote - Action Type: Insert
- Name:
- Open the stream configuration for
Business Notes. - Go to the Actions section.
- Press Click + to add a new action.
- In the action configuration form, enter the following settingsset:
- Name: AddNoteCustomAction
AddNoteCustomAction - Display Name: Add Note
- Context Parameters
- Tick Include Previous Context Parameters: tick
- In the Stream Action Rule Items section use the following settings, set:
- Add a Stream Action Rule using the + button.
- Add a Stream Action using the + button and set:
- Name:
AddNoteAction - Stream Item Action:
Update - Filter Type:
Selected Items - Tick Copy Values By Name: tick
- Attributes to Update:
NoteDate = now()Automatically sets the time to now.NoteByUser = _user.nameSets the note author to the current user.BusinessUID = _context.BusinessUIDSets the UID of theBusinesswith which this note will be associated to. We will set this up later.- Save Your your changes to the attributes.
- Save your changes
- to the stream.
- Name:
- In Action Completion: Tick Close Parent Dashboard
- Name: AddNoteCustomAction
...
- , set:
- Close Parent Dashboard: tick
- , set:
| Tip |
|---|
When you add a custom action to update or insert, it is important that you tick Copy Values by Name. When this option is selected, PhixFlow updates a form with values from the underlying stream with values types into a form if when the names of the fields match. All standard actions will do this. When you add a custom action to update or insert, it is important that you tick this, otherwise If you do not select Copy Values by Name, the form will not continue to work as it currently does, and you . You will not be able to easily as add new fields as easily as you have done so far. |
...
Setup a Custom Open Dashboard Action
- Update the button Label to Insert.
- Drag the action from the stream configuration onto the button Addin button
Addon your edit form. - Save the changes.
- Open the stream configuration for
BusinessNotes. - Go to the Actions section.
- Press + to add a new action.
- In the action configuration form, enter the following settingsset:
- Name: OpenAddNote
OpenAddNote - Display Name:
+ - Open the Context Parameters section.
- Click the + button.
- Name:
BusinessUID - Expression:
Businesses.UIDThis is constructed using the name of the element holding the information and the attribute name i.e. on that element, for example:<<element>>.<<attribute name>>
To find show the element name, right-click and select Show Element Details to obtain the name of an element. - Save the changes
- In Action Completion, set:
- Tick Open Post Dashboard: tick
- Select
BusinessNotesand drag it into the window.
- Name: OpenAddNote
- Save the your changes.
Building Note Actions
- Drag an Area onto the
BusinessNotesForm and apply the following settingsset: - Name:
NotesFooter - Enter the Style Settings:
- Background-Colour:
#9b9b9b - Untick Auto Size: untick
- Direction:
Row - Justify: Flex End
- Align: Center
- Height:
45px - Remove Clear all the other Position Settings.
- Background-Colour:
- Drag a Button onto the new area and apply the following settingsset:
- Name:
OpenAddNote - Action Type:
General - Action:
OpenAddNote - Width:
35px
- Name:
- Set the Label value to +
Go into App Mode to test the changes and the new dashboard.
| Panel |
|---|
Next video: 7. Screen Flow |