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 Micro-Action
To create a micro-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 micro-action properties tab.
Micro-Action Properties
Use the following properties to configure the micro-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 micro-action. |
Stream Item Action / Mico-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 micro-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. This section has a toolbar with standard buttons and The grid contains a list of attributes on which the micro-action will operate. If the grid is empty, the micro-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 item view or dashboard name?? to change the view to which the action applies Where Filter Type is one of Selected Items, Edited Items or View Filter, this is where it gets the records from??. |
| 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'. copy the values in the dashboard. This will only apply to records which have a corresponding record on the form?? |
| 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 or cells ?? that this action can affect. |
| 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 or cells ?? that this action can affect. |
Data Sources
Not sure what this is for. A data source itself is just a name.
This section has a toolbar with standard buttons and 
User Groups.
Optionally create data sources that affect this micro-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 themicro-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??