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name | TableActions |
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nopanel | true |
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Context Parameters
Use context parameters to specify conditions that apply to the action
Field | Description |
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Include Previous Context Parameters | Insert excerpt |
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_check_box_untick | _check_box_untick | nopanel | true |
ignore any context parameter that were sent to the dashboard when it was opened.Basic Settings
Field | Description |
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Name | Enter the name of the action. |
Display Name | A stream view can have a default action configured. PhixFlow runs the action when the user double-clicks on a record in the stream view. Enter the name for the default action. PhixFlow displays this action name on a Stream View. |
Progress Indicator Settings
Field | Description |
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Show progress indicator after (ms) | Enter the number of milliseconds which need to pass after the action is submitted before PhixFlow displays a progress indicator. |
In Progress Message | Enter a message that you want the user to see with the progress indicator. If not specified, PhixFlow displays a default progress message. |
In Progress Popup Message | Enter a message to display in a pop-up window. Use the toolbar to format the message text. You can provide additional information to the user to explain what the action is doing. |
tickedticked include the context parameters that were sent to the dashboard when it was opened. If the action specifies a new context parameter of the same name, the new context parameter will supersede the previous one.
Update Parent Contextuntickuntick to not send any context parameter values to the dashboard that initiated the action. Insert excerpt |
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_check_box_ticked | _check_box_ticked | nopanel | true |
to send context parameter values to the dashboard that initiated the action.Context parameters | A grid listing the context parameters. Double-click to open the properties for a context parameter
Confirmation Message
Field | Description |
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Ask for Confirmation | If this flag is ticked, a message will pop up asking the user if they want to proceed with the action. By default, the message is: Please confirm that you want to apply action Action Name
To provide a customised confirmation message, use the next field. |
Confirmation Message | Optionally, enter your own text to display as the confirmation message. Use the toolbar to format the message. The maximum length for a message string is determined by System Configuration → System Tuning → Maximum Bigstring Size. |
File Upload
Field | Description |
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File Upload | If this flag is ticked, users will be prompted to browse to a file and select it for upload when they run this action. |
Tag Expr. | An Code Block |
_ Code Block |
dashboard Code Block |
List can be accessed through The or Update A on A - this will stop the action from being completed dashboard dashboard element dashboard view with database element When the action runs, PhixFlow
A list of rules that determine which of the listed Stream Item Actions will run. Double-click a rule to open its properties and specify rule details and attributes: see Stream Item Action Rule. This grid displays:
- Order: The order in which the rules are evaluated.
- Stream: The backing stream.
- Name: The rule name.
- Expression: If this expression evaluates to true, this action will be run. A blank (null) expression counts as true.
When the action runs, PhixFlow evaluates the action rules in order. For each action rule that evaluates to true, PhixFlow will run that action.
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The action type of the first action rule is overwritten if the button that initiates the action has both an Action Type and an Action; see Layout.
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Layout | Layout | nopanel | true |
Run Task Plan Anchor |
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task_plan | task_plan | Field | Description |
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Run Selected Task Plan | Insert excerpt |
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_check_box_ticked | _check_box_ticked | nopanel | true |
to run a task plan as part of the action. Any expression evaluated during this task plan can reference any context parameter.Task Plan Rules | This section has a toolbar with standard buttons and Insert excerpt |
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_taskplan_show | _taskplan_show | nopanel | true |
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The grid contains a list of task plans and their associated expression. The expression is the rule to determine whether the task plan runs.
To add a task plan to the list:
Click Insert excerpt |
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_taskplan_show | _taskplan_show | nopanel | true |
to list all the task plans in the repository.Drag task plans into this list. To remove a task plan, use the toolbar button Insert excerpt |
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_delete | _delete | nopanel | true |
.To add an expression, double-click the task plan in the grid to open a task plan rule property tab.
The first task plan whose expression evaluates to true will be run. Only this task plan will be run. If none of the expressions evaluates to true, no task plan will be run.
Double-click a task plan rule to specify:
Order: The order in which the rules are evaluated.Task Plan: The task plan that will be run Dashboard dashboard has Dashboard dashboard dashboard Dashboard Rules dashboard Context Parameters dashboard dashboard Action evaluating Form Context Parameters Records dashboard Dashboard Dashboard Dashboard dashboards dashboard dashboard dashboard dashboard dashboard Dashboard dashboard dashboard tickedtickedtickedticked Task Plan Action Stream Action Action. Action ActionAccess Permissions
For details about how to control access to an action, see Common Properties → Access Permissions.tickedticked dashboardtickedticked after dashboard stream streamstream streams stream Form View dashboard Context Parameters dashboard dashboardWhere | Stream view directly on a dashboard | form on a dashboard | stream view on a form | form on a card | grid on a card |
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_form acts on the record | currently selected in the view
currently displayed on the form
currently displayed on the form | currently displayed on the cardbacking the card | _grid acts on the record | currently selected in the view | currently selected in the view |
_gridRow acts on the record | current record