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In this video we will explore the ability to drag one record over another record and have an action fire. To recap the video:

  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 TypeThis determines what data is expected by a target 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 - This determines what to do with the received Drop Type.
    1. Name: ReportsTo
    2. DragType: Contact
      1. This must match the Drag Type we created earlier.
    3. Action: ContactReportsTo
  7. Update the Refresh Actions
    1. Add the Action ContactReportsTo

Go into App Mode. Drag one contact onto another and the ReportsTo attribute will be populated.


Next video: 19. Access Control



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