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name | TableActions |
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nopanel | true |
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_standard_settingsAction Properties
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_standard_settings | action stream stream action action Stream View action pop-up action the dashboard tickedticked dashboard dashboard the tickedticked dashboard stream item addaddtickedticked pop-up tickedticked dashboard Update the on dashboard dashboard element dashboard view with database element Stream Item stream item stream item addadd stream item stream item determine which of the listed Stream Item Actions will run: see Stream Item Action RuleStream streamtickedticked Dashboard dashboard 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 warning messages generated._warnings: The number of warning messages generated._messages: The number of warning messages generated._taskPlan: The name of the Task Plan that the Action ran (may be null)_runId: The runId of any Stream data generated by this Action (may be null)._action: The name of the Action._file: Details of files processed (imported or exported) by the Action._fileCount: The number of files processed by the Action. Code Block |
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title | Example message showing the number of errors and warnings |
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Action {_action} failed with {_errors} errors and {_warnings} warnings. |
You can also use context parameters and values to report different messages. For example if you have a context parameter (called balance
) that calculates the outstanding balance, you can use an expression that reports different messages depending on the calculated value.
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title | Example of different messages around a threshold value |
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{if(_context.balance < 0,"Money still owed", "Balance paid")} |
Access Permissions
For details about how to control access to an action, see Common Properties → Access Permissions.
Advanced
Field | Description |
Prevent Parallel Processing a user action multiple times, even if the previous run has not completedbox_ticked_check_box_ticked | nopanel | true |
so that a single user cannot run this action more than once at the same time. For example, if a user has started this action, they will not be able to start it again until the first action has finished.Wait for Selection | Insert excerpt |
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_check_box_untick | _check_box_untick | nopanel | true |
so that the action can run immediately. Only untick this check box if your action does not depend on any data or context parameters from the dashboard.checkbox_tickedcheckbox_ticked so that PhixFlow runs the action after completing any outstanding dashboard refresh. This check box is ticked by default to make sure that the action uses the data or context parameters related to the data record selected by the application user.Target view | Enter the name of the stream view to which this action will apply. |
Form View | You can specify a form view to appear when the user starts the action. They will be able to enter values on this form view, and the values can be used to update selected records for an update action, or populate fields for an insert action.
Select a form view
either from the drop-down list of all forms views in PhixFlow
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_stream_show | _stream_show | nopanel | true |
to open the repository showing all the streams. From the repository, drag a form view from the stream into this field.Values entered in the form view are referenced in expressions in the action with the form.
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_prompt.<form field name> |
For example, if there is a field on the form with the label Name
, then the value entered in that field by the user can be referenced in subsequent expressions as
If this is an update action, then the form will be pre-populated with the values from the selected record. Where multiple records are selected, then only those values which are common to all the selected records will be displayed. For insert action, when the form pops up all fields will be blank.
Additional Properties for Update or Delete Actions
Field | Description |
Maximum expressions dashboard greater Minimum Items Expr. | This field appears if the update action selected is Update or Delete. The expression entered here must evaluate to a positive whole number. The expression can reference any fields entered on the Form View associated with this action, any attributes of any records selected on the view or dashboard from which the action was initiated and any of the Context Parameters configured for this action.If the number of items selected on the view from which this action is initiated, or retrieved by the filter configured on this action, is less than this number then an error message will be generated and no updates or deletes will take place.Using Variables in Expressions
In actions, the _form, _grid and _gridRow act on a specific record. The record depends on the structure of layout components on the dashboard.
Action expression variable | Where |
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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