By the end of this chapter you will understand how confirmation messages can be added to Actionflows, and you will have added a confirmation message to your application.
Confirmation Messages
Confirmation messages can be added to Actionflows, e.g. Save, Delete, etc. by inserting an additional Phase before the Actionflow processing phase, i.e. where the Save, Delete, etc. action is.
A confirmation phase is useful where the user must:
- Confirm an action before continuing
- Choose an option to determine which phase runs
Creating Confirmation Messages
Confirmation messages require two screens:
- an "initiator" screen where the required action (e.g. delete) is initiated from
- a "confirmation" screen that contains the confirmation message, plus buttons to confirm/proceed or cancel/go back
- the button for confirm/proceed must be set up with an Action Type of Confirmation
See Creating or Opening a Screen. Why?
- On the confirmation screen, click on the Confirm button to open its Properties, then click on the Actions tab
- In the Action Settings, set:
- Action Method: choose
Other
- Action Type: choose
Confirmation
- this setup allows the Confirm button to trigger the next phase in the Actionflow
- Action Method: choose
- On the initiator screen, set up the Actionflow for the required action, e.g. see 1.12 Delete Action Configuration
- Above the Actionflow canvas, click the Add New button next to the Processing Phase
- Choose Add Phase Before to set up the confirmation phase
- From the Actionflow toolbar, click Screen to open the list of available screens
- Drag the confirmation screen onto the Actionflow to create an Open Screen action node
- To allow the confirmation screen to trigger the next Phase phase in the Actionflow, drag a Phase action node from the toolbar onto the canvas and in the popup select the Processing Phase
- Hover over the Open Screen action node and click , then click the Phase action node to connect them.
Worked Example
Here's a worked example using the School Data (available from the Learning Centre).
If you are completing this chapter as part of the Actionflow course and using a training instance, this data has already been pre-loaded into the Actionflow Application.
Earlier in this course we created a Delete Action Actionflow to delete courses in the School Courses grid on the Course Management screen. In this example we will insert a Confirmation phase into that Actionflow to trigger a confirmation message before the Delete Action takes place.
Note: Phases will be covered in detail later in this course.
Setting up a Confirmation Screen
- Click on the icon in the PhixFlow header bar
- Select Add Screen on the left
- In the Create Screen window, enter the following details:
- Name: Confirmation Screen
- Open Maximised: toggle off
- All users can View Data: toggle on
- Description:
A generic confirmation screen
- Please select a Template, choose
Confirmation
- Click Create Screen.
- The screen will be created and will automatically open
- Click the Confirm button to open its Properties, then click on the Actions tab
- You can see here that this button has an Action Method of Other and an Action Type of Confirmation - this is important as it is these settings that allow the Confirm button to trigger the Delete Action phase
- No edits are required to this screen
- Close the Confirmation Screen
Configuring a Confirmation Actionflow
- On the Course Management screen, open the Delete Actionflow by right-clicking on the button and choosing Display Actionflow
- Above the Actionflow canvas are the phases, click the Add New button next to Processing Phase
- Select Add Phase Before and set:
- Name:
Confirmation
- Press Confirm
- Name:
- Select Click to Connect and choose the Input of On Click
- Press Connect Input
- From the Actionflow toolbar, click Screen to open the list of available screens in your application
- Drag the Confirmation Screen you made earlier onto the Actionflow canvas
- Drag the icon from Connections onto the Open Confirmation Screen action node to connect them
- From the toolbar, drag a Phase action node onto the canvas and in the popup select the phase, Processing Phase, to run after the confirmation has been completed
- Hover your mouse pointer over the Open Confirmation Screen action node, click , then connect the Open Screen action node to the Phase action node
- Close the Actionflow to return to the Course Management screen
- Lock the screen, select a record and press the button
- We can see that the Actionflow is working because when you press Confirm on the Confirmation Screen, the selected record is deleted