Drag and Drop

Drag and Drop

In this video we will explore the ability to drag records over another record and have an action fire.

1. Open the Contacts stream configuration form
2. Add a new attribute:
   1. Name: ReportsTo
   2. Length: 100 – This is required as we will be combining two 50 character fields into this attribute.
3. Add the new attribute to the Contacts view
4. Create a Drag Type – This determines what data should be expected when it receives a dragged item i.e. a contact.
   1. Name: Contact
   2. Description: A description of what this will be used for
   3. Save your changes
5. Create an Action back on the Contacts stream
   1. Name: ContactReportsTo
   2. Confirmation Message section
      • Ask For Confirmation: Tick
      • Confirmation Message: "Are you sure you want to set Reports To?"
   3. Stream Item Action Rules section
      • Add a new Stream Item Action Rule
      • Add a new Stream Item Action
        • Name: ContactReportsTo
        • Stream Item Action: Update
        • Filter Type: Dragged Items
        • Copy Values By Name: Untick – this is required as you want to set only one value programmatically
        • Attributes to Update
          • Name: ReportsTo
          • Expression: _form.FirstName+" "+_form.FamilyName
6. Create a Drop Target -
   1. Name: ReportsTo
   2. DragType: Contact
   3. Action: ContactReportsTo
7. Update the Refresh Actions
   1. Add the Action ContactReportsTo

Go into App Mode. Drag one contact onto another and Reports To attribute will be populated.