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Currently in draft. Requires technical input from Eleanor and context input from Skevi.

This page is for application designers who want to configure actions.

Record-Action Concepts

To make changes to the data in a table use a record-action. Each record-action is a single operation that can happen to a record in the table. Record-actions can create, read, update or delete a record, so are sometimes called CRUD actions. To configure PhixFlow to perform several operations to the data  record-actions directly to a table. Alternatively, to configure PhixFlow to perform several operations

  • in one table, add a list of record-actions to a table or to a table-action associated with the table.
  • in different tables, add a list of record-actions to an action that is not associated with a specific table. The record-actions affect the different tables.

An action/table-action can potentially run any of the record-actions in its list. To decide which record-action to run, create a rule associated with each record-action. When the rule evaluates to true, the record-action runs, making a change to the data in the table. See Record-Action and Record-Action Rule properties.

When you are creating a micro-action for a stream, use the micro-action attribute properties to add an expression that evaluates to the new value for that stream attribute.

  1. Create a Stream Item Actions
  2. In the Basic Settings →  Attributes to Update section there is a grid of attributes.
  3. In the grid, double-click on a attribute.
  4. PhixFlow opens the micro-action attribute property tab. 

Micro-Action Attribute Properties

This property tab is not available from the repository. It only opens from the Stream Item Actions properties.

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  We recommend you always add a Description that explains the purpose of the item you are creating. 

For a full list of all the PhixFlow property tabs and windows, see Properties, Windows, Menus and Toolbars.

Basic Settings

FieldDescription
OrderEnter the order in which the attribute expression will be evaluated. 
AttributeSelect the name of the stream attribute that will be populated.
Expression

Enter an Expression to generate a new attribute value. 

To refer to stream attributes, pipes and elements in the expression, use:

  • <attribute-name> to refer to the current value of the record you are about to update.
  • <pipe-name> to refer to lookup pipes on the same stream as the action. The pipe cannot reference _out variables directly. Not sure if this is related to the note about 7.6 or if its a general comment. General comment true in 8.0trunk
  • <dashboard-element-name> refers to selected records from other dashboard views using their dashboard element names.
Example

For example:

  • A dashboard element name is ACCTS.
  • In the dashboard, the user will select records in a grid view.
  • For the selected records, you want the action to sum the values in the amount attribute.

Enter an expression:

sum(ACCTS.amount)

You can also use the following prefixes:

  •  _prompt.<form-field-name> to refer to fields from any user input form associated with this action

  • _form.<form-field-name> to refer to the current value displayed in a field on the form.

    Example

    In the screenshot below, the expressions use _form to refer to fields Unit Price, Quantity and VAT Percentage.  The user sees these fields on a form.


  • _out.<attribute-name> to refer to the current value of an attribute in the action.
    For example, in the screenshot above, you could refer to the value for the attribute ChargeAmount in VATAmount with the expression _out.ChargeAmount.

  • _context.<context-variable-name> refer to any context variable defined for this action.

  • _gridRow.<stream-view-attribute-name> to refer to the edited value of an attribute when the Filter Type is Edited Items. _gridRow contains a recordset pointing to an individual row that had been modified.

Messages

You can use the message functions in the expression. When the action runs, any messages are written to the system console and logs.

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