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2. Setting


Worked Example

Unhide string form field, StudentIDFromAttendees.

Lookup to Retrieve Data

We will create an Actionflow containing a Calculate Action and a View Lookup Action. The Calculate Action will allow the input data to pass through into the View Action where it will be used to lookup to the Course Attendees table to find the students attending the courses. To do this it we will:

  • lookup using the Course ID, which is found on both the Course and Attendees tables
  • use the Course ID on the Attendees table to find the corresponding Student ID(s) of the students attending that course
  • Write those Student ID(s) back to the screen onto a field
  • Setup a background filter that only show students in a Students grid that match the Student ID in the field

Create Calculate Action and View Action

  1. Add a button to the Tile - Footer area beneath the school courses grid
    1. Name: Enrolled Students
  2. Right-click on the button and choose  Add Actionflow
  3. Enter a name for the Actionflow,
    1. Name: Find Students
    2. Select Confirm
  4. Select Click to Connect and for the input, choose the School Course  Grid data source, then select Connect Input
  5. In the Mappings window that opens, drag the CourseID attribute from the left to the right
    1. Select Save
  6. Click and drag the  Calculate icon from the toolbar onto the canvas
  7. In the Create Calculate Action window enter:
    1. Name: FindStudents

    2. Select Create Action

      The Calculate Action will be configured below as it is needed for the output. For the input data, the attributes pass through without being processed.

  8. Click and drag the  icon onto the  Calculate action node
  9. Right-click on the in connector and choose  Open Mappings
    1. Drag the CourseID attribute on the left onto the Drag and Drop area on the right
    2. Select Save
  10. To lookup to the Course Attendees table, we need to create a View Action
  11. Click and drag the   View icon from the toolbar onto the canvas
  12. In the Create View Action window enter:
    1. Name: GetStudentID
    2. Primary Table: choose the Course Attendees data

    3. Select Create Action

 Checkpoint

Configure the Lookup on the View Action 

  1. Hover over the calculate action and select 
  2. Enter a name for the lookup connector:
    1. Name: lu
    2. Select Confirm
    3. When the red arrow shows, click on the View Action on the canvas
  3. Select the View Action on the canvas to open the properties
  4. In the Output Attributes section, click on the  icon 
    1. In the Available Attributes window, drag StudentID into the Output Attributes section of the properties
    2. Click OK
  5. Select the lu connector to map the incoming and outgoing data
  6. For the Incoming Mappings:
    1. Drag the CourseID attribute from the left (Calculate Action) into the Drag and Drop area on the right to create a corresponding attribute in the View Action
    2. Select Next
  7. For the Outgoing Mappings:
    1. Drag the StudentID attribute from the left (View Action) to the Drag and Drop area on the right to create a corresponding attribute back to the Calculate Action
    2. Right-click on the StudentID attribute you just created and rename it
  8. Click Confirm
  9. We need to filter the data coming out of the lookup 
  10. Click on the View Action to open its properties
  11. In the Data Retrieval Options section, click the  icon next to Filter
    1. Name: ByCourseID
    2. Filter Details: 
    3.  Apply and Close the Filter tab
  12.  Apply the View Action tab
 Checkpoint

Configure the Calculate Action and Output

  1. Click on the Calculate Action on the canvas to open its properties
  2. In the Output Attributes section, click the  icon to create a new attribute:
    1. Name: CourseStudentIDs
    2. Type: Structured Data 
      1. This will return the results as an array

    3. Expression: 

      lu.StudentIDFound

    4. Click  Apply and Close

  3. Under Connections, select  Add
  4. Add an output connection point. name: out
  5. Click Create Connection Point
  6. Select Click to Connect and choose the  Form datasource, then Connect Output
    1. Close the mappings window that opens
  7. Hover your mouse over the Calculate Action on the canvas and click out
  8. When the red arrow shows, click on the output node 
  9. On the Mappings window, drag across the CourseStudentIDs output attribute from the Calculate Action Action into the Drag and Drop area on the right to create a corresponding attribute in the output
    1. Click Save
  10. Click the out connection point, under Connections
  11. On the Mappings window, drag the CourseStudentIDs output attribute from the output to the string field on the screen, StudentIDFromAttendees
    1. Click Save
  12. The Actionflow is now built

Setup Background Filter

The Actionflow will populate the string field, StudentIDFromAttendees, but the values in this field need to be linked to the Students grid using a background filter in order to only see the students for the selected course.

  1. Return to the screen containing the school courses grid

  2. Right-click on the Students grid and choose 

     Show the View Configuration
  3. In the Data Retrieval Options, next to Background Filter, click 
    1. Name: ByStudentID
    2. Filter Details: 



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