1. Actionflow Foundation Module

Owned by Zoe Baldwin
Last updated: Jul 05, 2024
4 min read

Overview

Welcome to the Foundation module of the PhixFlow Actionflow course. In this module, we'll explore simple Actionflows, such as using Open Screen actions and Save actions, and you'll gain theoretical knowledge of the processing involved. By the end of this module, you'll have a good knowledge of the product, the ability to configure Actionflows for a simple application and the ability to assimilate knowledge from the Help

Prerequisites

Resources and Data

All of the data used in this course is preloaded into the Actionflow Foundation Application on your training instance. To obtain a training instance, contact support@phixflow.com.

If you would like a copy of the School Data, it is available from the Downloads section of the Learning Centre.

Pre-Built Application

The pre-built application, Actionflow Foundation Application, can be found on your training instance. It contains an ERD with data and a number of screens that are referenced throughout the course. 

Application Overview

Before we dive into the course, let's first become familiar with the ERD and screens we have provided for you. Remember to not delete any tables or screen components as this may cause the processes to fail.


 School Data ERD

Open this ERD and spend a few minutes studying the one-to-many relationships between the tables, and  view the data. 

  • Each recordset has its own table with a primary key
  • Note the special relationship between the Students and Courses tables, where the Course Attendees table facilitates a many-to-many relationship

 Course Management Screen

Open this screen.

  • Side Menu: The Home and Teachers buttons are set up for you
    • Configure the Students button once you have completed this module
  • School Courses grid: This is backed by the Courses table
    • The Course Status column will be populated later in this module 
    • There are a number of buttons under the grid that we will configure as part of this course
  • Students expandable tile:  Lock the screen to open and close the expandable tile
    • This is backed by the Students table
    • The string field, StudentIDFromAttendees, will be set up later in this module
  • Today's Date button and field: This will be set up as part of an exercise later in this module

 Course Form Screen

Open this screen.

  • We will later configure this form to add and edit courses in the School Courses grid 
  • The Course ID and Course Status fields are read only
  • The Name field contains validation making it a mandatory field, shown by the *

 Teacher Management Screen

Open this screen.

  • Teachers grid: This is backed by the Teachers table
    • There are a number of buttons under the grid that are preconfigured
    • The Teacher Status column will be populated later in this module 
    • The icons in the Find Address column will be configured in this module 

 Teacher Form Screen

Open this screen.

  • We will later configure this form to dynamically update courses according to the associated teacher's status
  • The Teacher ID field is read only
  • The Name field contains validation making it a mandatory field, shown by the *


Module Tips and Troubleshooting

Here are our handy tips and tricks for success in this module.

Tips for Success on this Module

  • Use the names we provide - When naming certain components, Actionflows, buttons, etc. we have provided the names to use. We recommend using these names to ensure that when these objects are referenced later in the module, you will easily find them 
    • Likewise, avoid renaming the objects we have provided in the application
  • Work through the chapters in order - The chapters have been carefully constructed to ensure they follow a logical order, build on the topics covered previously and level of difficulty. Any links on the page should be considered as further reading once the module is completed to ensure a full understanding of the topic

Troubleshooting

  • If you go wrong at any point and alter your data in an unexpected way, you can roll back your test data to its original state - see Rolling Back Test Data
  • Contact PhixFlow Support via the  ChatBot, available in  Design Mode from the system controls in the top right of PhixFlow. Our team is happy to assist you with any questions you may have.