This page is for application designers who want to define a process using a workflow diagram, and then connect elements of the diagram to PhixFlow dashboards and actions in an application. This page describes properties
Overview
An actionflow diagram is made up of a series of nodes. Each node represents a specific action. By configuring different actions and wiring them together you can create complex functionality. This section describes the properties of the different action nodes. This page has the properties for the following nodes:
- Save
- Gateway
- Open Screen
- Open URL
- Lookups
- Request Query Lookup
- Driving Query Lookup
For details of the calculate node, see Calculate Action Nodes
Adding Action Nodes
Connection Points
Everything in an actionflow is connected using connection points. They are blue when connected and grey when not connected. Find all the possible connection points below.
Icon | Connection Point | Relevant to | Description |
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Interface Driving Connection Point | Input Interface Output Interface |
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Interface Request Connection Point | Input Interface Output Interface |
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Driving Output Connection Point | Input Data Components Calculate Error rendering macro 'excerpt-include' : No link could be created for '_action_view_driving'. Gateway Actionflow |
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Driving Input Connection Point | Output Data Components Calculate Error rendering macro 'excerpt-include' : No link could be created for '_action_view_driving'. Gateway Save Records Open Screen Open URL Run Analysis Gateway |
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Request Output Connection Point | Input Data Components Error rendering macro 'excerpt-include' : No link could be created for '_action_view_request'. |
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Request Input Connection Point | Calculate Gateway |
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Action Nodes
The toolbar includes the following actions that you can drag onto the canvas.
Actions can be added to actionflows in 3 ways:
- Drag actions from the create section in the toolbar
- From existing action nodes
Users can create new actions from connections from existing actions. - Dragging the following items from the repository using
- List Screens
Will create an Open Screen node. - List Tables
Will ask the user if they would like to create a Save Records node,Error rendering macro 'excerpt-include' : No link could be created for '_action_view_driving'.node orError rendering macro 'excerpt-include' : No link could be created for '_action_view_request'.node. - List Actionflows
Will create an Actionflow node. Doesn't do this yet
- List Screens
Icon | Description | Connection Points | How to wire this action |
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Create | |||
Actionflow | Add another complete actionflow as a node within this actionflow. This is useful to reuse existing actionflows, or to refactor a complex workflow by moving part of the logic to its own node. | Driving input connection point Driving output connection point Lookup input connection point | The input and output connection points of the actionflow node must be wired into the rest of the actionflow. Need to test to add detail |
Screen | Add an action to open a specified dashboard (screen). Only use this action as the final node in an actionflow or branch of it. | Driving input connection point | Open screen nodes can be created with or without a screen attached. This is useful if the screen has not been created yet. Open screen nodes which do not have a screen attached appear with a warning symbol to remind users that this still needs to be configured.
Each open screen node has 1 primary input connection point by default called 'in'. Connecting to this connection point simply opens the screen and cannot pass any data to it. Do we still need this? Once a screen has been attached to the open dashboard node an input connection point for each form on the screen is created. Each input connection point automatically has any data fields on the form (dynamic text or form fields) added as attributes. These attributes can be mapped to and supplied with data. Each input connection point has the following properties:
To set the actionflow to close the active dashboard on completion, on the top right of the canvas, tick Close Parent Dashboard. |
Error rendering macro 'excerpt-include' : No link could be created for '_action_view_driving'. | Add a node for a data view. The actionflow uses views to grab additional data to use when processing stream-items. | Driving input connection point Driving output connection point | Connect a view node to the action node that needs to look-up data via the Lookup input connection point. A look-up connection has 2 parameters:
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Error rendering macro 'excerpt-include' : No link could be created for '_action_view_request'. | Add a node for a data view. The actionflow uses views to look-up to additional data to use when processing stream-items. | Lookup output connection point | |
Calculate | Add an action to manipulate the data that is passed to the calculate action. In the calculate action, write an expression using one or more of the 115+ functions available in PhixFlow. | Driving input connection point Driving output connection point Lookup input connection point | |
Delete Records | Add an action to deletes the specified stream-items passed to the node. | Driving input connection point | |
Gateway | Add a node to specify decision logic. Gateways control the route that stream-items take as they flow through the actionflow. | Driving input connection point Driving output connection point Lookup input connection point | |
Save | Add a node to saves the specified stream-items to their stream. | Driving input connection point | |
Open URL | Add an action to open a specified URL. | Driving input connection point | |
Tap | tbc | Driving input connection point Driving output connection point | |
Task | tbc | Driving input connection point Driving output connection point | |
List | |||
Actionflow | List actionflows available to your application. | ||
Screen | List dashboards available to your application. | ||
List Tables | List tables available to your application. |
Properties
Parent Details
If this item is within or belongs to another, it's parent name is shown here. See the Common Properties page, Parent Details section for more details.
Basic Settings
Todo-Fiona - How do you specify the different types of gateway
Field | Description |
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Name | Enter the name for the action node. |
Show in the Explorer | An application can have many actionflows, and an individual actionflow can have many actions. This can lead to many items being listed in the repository. Use this option to omit the action from the repository. Tick to display this action node in the repository. Untick to omit this action node from the repository. |
Stream Item Action | Todo-Fiona- find out if this can be renamed to something else unless it really relates to existing stream item actions. Available for save actions. Select the specific change to make to the stream-items:
Terminology changes in progress As part of the redesign of PhixFlow, we are changing the following terms: dashboard → screen |
Stream Name | Select the stream Todo-Fiona why isn't this identified by the parent of the attribute/stream-item? |
Exclusive | Available for gateway actions. Tick Todo-Fiona Untick Todo-Fiona |
Input Connection Points
This section has a toolbar with standard buttons. The grid contains a list of the wires that pass data into the action.
To edit an existing connection, double-click its name in the list.
To add a new
create a new attribute: click Add New and set its properties. Todo-Fiona- why would this be useful
Drag add an existing attribute to this list Todo-Fiona- is this possible??
To remove attributes, select one and click
Calculate Action Expressions
Calculate actions process data using expressions; see pages in the topic Expressions and Scripts.
This section has a toolbar with standard buttons. The grid contains a list of the expressions that the calculate action will perform. To add a new expression:
- Click Add New to open a new expression and set the properties.
To remove attributes, select one and click . Permanently DeleteTodo-Fiona- check icon and label.
Output Connection Points
Todo-Fiona
Security Tab
Access Permissions
See the Common Properties page, Access Permissions section.
Access Permissions section is available for gateway actions.
Description
We recommend that you always enter a description to explain the purpose of this item.
Audit Tab
Audit Summary
See the Common Properties page, Audit Summary section.
Pop-up Toolbar
Todo-Fiona
- Under what circumstances does the pop-up toolbar appear
- screenshot
Option | Description |
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Pop-up Menu
Option | Description |
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Permanantly Delete with a Cross not a bin | |
Show Action Instance Details → Show properties | |