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This page is for application designers who want to configure user interactions with data, such as delete or update. It has the reference information about actionflows and their nodes.

Todo-Fiona: page in draft

Overview

For concepts see Understanding Actionflows

This page outlines how to create actionflows and details of each node. 

Creating an Actionflow

Any Phixflow component with an  tab can have an actionflow added to it. 

To create an actionflow:

  1. In a screen, click a component to display its properties. Components that can have actions are:
    • buttons
    • grid view 
    • card/container
    • areas
    • form fields
  2. There are 3 ways to add actionflows. In the component properties →  ActionflowSettings:
    • Adding via an event handler
      • click  Add New
      • Event Type select an event type
      • Action Method select Actionflow
      •  Apply
      • Actionflow, click  Add New
    • Adding via an action directly
      • Action Method select Actionflow
      • Actionflow, click  Add New.


    • Quick add for buttons
      • Right click on a button and select Add actionflow


  3. PhixFlow opens the actionflow canvas.
  4. Drag actions from the toolbar onto the central canvas and wire them together. See Wiring Actionflows
  5. Wire the Input connections or event from the triggering dashboard component to the actionflow.
  6. Wire the Output connections from the actionflow back to the dashboard components (optional)

Adding Action Nodes

Connection Points

To add action nodes to the actionflow, drag the icons from the toolbar to the canvas. Everything in an actionflow is connection using connection points. They are blue when connected and grey when not connected. Find all the possible connection points below.

Icon

Connection PointRelevant toDescription

Interface Driving Connection Point

Input Interface

Output Interface

  • Defines the data attributes the actionflow is expecting as an input. This data is then used in the Actionflow using  Driving connections and remains constant.
  • Defines the data attributes the actionflow is expected to output. This data can then be mapped back onto components on the screen the action is being used.
  • Each instance of the actionflow will map in its own set of data onto the expected data inputs/outputs of the connection point.

Interface Request Connection Point

Input Interface

Output Interface

  • Defines the data (and events) the actionflow is expecting as an requested input. This data is then used in the actionflow using  Lookup connections and remains constant.
  • Each instance of the actionflow will map in its own set of data onto the expected data inputs.
Driving Output Connection Point

Input Data Components

 Calculate

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 Gateway

 Actionflow

  • A data source which drives the actionflow. Data is pushed through the actionflow using  Driving connection's.
  • Data flows from the  Driving output connection point to the  Driving input connection point.
  • Has attributes which can be mapped to any  Driving input connection point only.

Driving Input Connection Point

Output Data Components

 Calculate

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 Gateway

 Save

 Open Screen

 Open URL

 Run Analysis

 Gateway

  • A data receiver. Data is received from  Driving connection's.
  • Has attributes which can be mapped to any  Driving output connection point only.
Request Output Connection Point

Input Data Components

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  • Provides lookup data to the actionflow using  Lookup connection's.
  • Any node with a  Lookup input connection point can perform a lookup to a node with a  Lookup output connection point.
  • Has request attributes and data attributes
    • Request attributes are used in filtering. They are mapped to request attributes on the node performing the lookup. Request attributes are referenced in the nodes filter using
      req.[attributename]
      Data is flowing from the  Lookup input connection point to the  Lookup output connection point.
    • Data attributes are mapped to data attributes on the node performing the lookup. These attributes are the actual data that is being returned from the lookup.
      Data is flowing from the  Lookup output connection point to  Lookup input connection point
Request Input Connection Point

 Calculate

 Gateway

  • Performs a lookup to  Lookup output connection point's.
  • Has request attributes and data attributes
    • Request attributes are used in filtering. They are mapped to request attributes on the node being looked up to. Attributes that need to be sent to the node in order to filter the data must be added as request attributes.
      Data is flowing from the  Lookup input connection point to the  Lookup output connection point.
    • Data attributes are mapped to data attributes on the node being looked up to. These attributes are the actual data that is being received from the lookup.
      Data is flowing from the  Lookup output connection point to  Lookup input connection point

Action Nodes

The toolbar includes the following actions that you can drag onto the canvas.

 

Actions can be added to actionflows in 3 ways:

  1. Drag actions from the create section in the toolbar


  2. From existing action nodes
    Users can create new actions from connections from existing actions.


  3. 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 node, 
      Error rendering macro 'excerpt-include' : No link could be created for '_action_view_driving'.
       node or 
      Error 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


For details about each actionflow node, see Actionflow Nodes


Wiring Actions

Wire each node from the output to the input connection points

Mapping Connection Points

Input Connection (available data or user action) map onto the Connection Point in order to pass data to the Actionflow.

  1. Drag the Input Connection's "Output Connector"  onto the required Connection Point.
  2. The mapping window opens.
  3. Drag the attributes from the Input Connection (Left) onto the Connection Point (Right)
    1. Ensure the type of data is the same i.e. we cannot map a text field onto a date field as they are not compatible.
  4. Create Target Attributes (Optional): drag an attribute on the left to the white space on the right, this will automatically create an attribute of the same name and type.
  5. Confirm the mapping. Now the "Output Connector" will be blue to indicate it has been mapped .
  6. Repeat these steps for any additional mappings required.


Building an Actionflow Not sure if we just add the mapping into here?

Data flows through the Actionflow sequentially one stream-item at a time. When a lookup is performed the entire data set is read and processed. 

  1. Connect Inputs to Input Connection Points
    1. Create new Input Connection Points
      1. Drag inputs into the white space below the input connection points to create a new one.
        1. Provide a name.
        2. Complete the mappings and confirm. 
      2. Click on the 

        _add
         Add New
        to create new connection points

        1. Provide a name.
        2. Drag Inputs onto the new Input Connecting Point.
        3. complete mappings and confirm.
  2. Add Action Nodes
    1. Click and hold on the desired Action Node, now drag this onto the canvas area.
    2. Click and hold on the Input Connection, when release a set of action nodes is displayed, select the desired option.
      1. This process also works from existing Action Nodes.
  3.  Connecting
    1. From Input Connection : Click and hold on the input Connection, move the mouse over the desired node and select the input connection point.
      1. check - You will only be prompted to select an input connections if there is more than one input connection point e.g. a dashboard or the connection point is already connected.
    2. Acton Nodes: Click and hold on the Output Connection Point of the Action Node, move the mouse over the input connection of the desired action node and release the mouse.
  4. Mapping, once a connection is made a mapping screen will open automatically. As described above click and drag the attributes on the left to create a mapping:
    1. On to an attribute on the right.
    2. Into the blank space to create an attribute and mapping automatically. 
  5. Configuring the nodes as described in the nodes section above.
  6. Repeat the above steps to create you desired configuration.

Running an Actionflow

Actionflows run from by being:

  1. attached to an event such as a Button, a Double Click event on a grid item or any event attached to an item.  link to events
  2.  check - started by a task plan.

Action Flow Properties

Basic Settings

NameDescription
Name
Show in the Explorer

 Tick

 Untick



Terminology changes in progress

As part of the redesign of PhixFlow, we are changing the following terms:

dashboard → screen   
stream → table
stream attributes → attributes
stream item → record
stream set → recordset
stream view → view
stream item action → record-action 
stream action → table-action
driver class → database driver






















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