Currently in draft. Requires technical input from Eleanor and context input from Skevi.
This page is for application designers who need to configure specific operations that will change data in the stream.
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.
Creating a Stream Item Action
To create a stream item action:
- either open a stream's properties. In the Stream Item Action ??Change section, click
Add New . - or open the repository branch for a stream. Right-click Stream Item Actions and select Add New.
In both cases, PhixFlow opens a new stream item action properties tab.
Stream Item Action Properties
Use the following properties to configure the stream item action.
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
| Field | Description |
|---|---|
| Name | Enter the name of the stream item action. |
Stream Item Action | Select the type of operation:
The remaining options available in Basic Settings depend on the type of operation you select. You cannot undo or reverse a stream item action that deletes data records from a stream. If you want users to have the option to undo a change:
This gives users time to reinstate records that have been deleted by mistake. The user will need to manually update the status attribute for the record to remove 'deleted'. If you do not want your users to see deleted records, you can filter them from any views. |
| Attributes to Update | This option is only available where Stream Item Action is Insert or Update. This section has a toolbar with standard buttons and The grid contains a list of attributes on which the stream item action will operate. If the grid is empty, the stream item action will operate on all attributes in the stream. To add stream attributes to the grid, in the toolbar, click To create a new attribute, click The grid displays information from the action attribute:
To remove an attribute from the grid, use the |
| Filter Type | This option is only available where Stream Item Action is Delete or Update. Select an option from the drop-down list. The action will only apply to the records that:
|
| Target View | This option is only available where Stream Item Action is Delete or Update. Enter a stream view name. Where Filter Type is one of Selected Items, Edited Items or View Filter the records will be taken from the named view, not the view from which the action was initiated. |
| Condition | This option is only available where Stream Item Action is Delete or Update and Filter Type is Action Filter. Create a filter to specify the records to which the action applies. Expressions in this filter can refer items on the view or dashboard from which this action was initiated, for example:
Configure this filter in the same way that you would a pipe filter. |
| Copy Values By Name | This option is only available where Stream Item Action is Insert or Update. Specify what to do if the dashboard from which the action was initiated includes more attributes than those listed in the properties grid Attributes to Update.
Error rendering macro 'excerpt-include' : No link could be created for '_check_box_ticked'. For each stream attribute, if it is not listed in Attributes to Update, the attribute will be updated to the value of the form field or stream view attribute with the same name as the stream attribute. If there is no match it will not be updated. |
| Maximum Items Expr. | This option is only available where Stream Item Action is Delete or Update. Enter an expression that evaluates to a number. The number limits how many records that this action can affect. If this action is applied to more than this number of items, only the specified number of items will be updated and the rest will be ignored. Items are ordered as they are in the stream view the items are selected from. |
| Minimum Items Expr. | This option is only available where Stream Item Action is Delete or Update. Enter an expression that evaluates to a number. The number specifies the minimum number of records that the action must be applied to for this action to run. If fewer than this number of items the action will return an error and will not run. |
Data Sources
Not sure what this is for. A data source itself is just a name. This is for the new workflows.
This section has a toolbar with standard buttons and 
User Groups.
Optionally create data sources that affect this stream item action how ??.
To create a data source, in the toolbar, click 
Show Attributes. PhixFlow opens a new properties tab for the data source. Enter the name and save. PhixFlow adds the data source to the stream item action.
In the grid, double-click a data source to open its properties. To remove a data source from the grid, use the 
Delete in the toolbar.
Action Validation
Enter an expression. Examples??