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18. Drag-and-drop Actions
In this video we will explore the ability to drag one record onto another record to trigger an action. To recap the video:
- Open the
Contacts
stream configuration form. - Add a new attribute and set:
- Name:
ReportsTo
- Length:
100
This value of 100 is required as we will be combining two 50 character fields into this attribute.
- Name:
- Add the new attribute to the
Contacts
view. - Create a Drag Type.
Use this to specify what data is expected by a target when it receives a dragged item, in this case. a contact.- Name:
Contact
- Description: Add your own description of what this action will do.
- Save your changes.
- Name:
- Switch to the
Contacts
stream and create an Action. Set:- Name:
ContactReportsTo
- In the Confirmation Message section:
- Ask For Confirmation: tick
- Confirmation Message:
"Are you sure you want to set Reports To?"
- In the 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
- Name:
- Name:
- Name:
- Create a Drop Target
Use this to specify what to do with the received Drop Type. Set:- Name:
ReportsTo
- DragType:
Contact
This must match the Drag Type we created earlier. - Action:
ContactReportsTo
- Name:
- Update the Refresh Actions.
- Add the Action
ContactReportsTo
.
- Add the Action
Go into App Mode. Drag one contact onto another and the ReportsTo
attribute will be populated.
Next video: 19. Setting User Access Control
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