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:

1. Open the Contacts stream configuration form.
2. Add a new attribute and set:
   1. Name: ReportsTo
   2. Length: 100 
      This value of 100 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 Type.
   Use this to specify what data is expected by a target when it receives a dragged item, in this case. a contact.
   
   1. Name: Contact
   2. Description: Add your own description of what this action will do.
   3. Save your changes.
5. Switch to the Contacts stream and create an Action. Set:
   1. Name: ContactReportsTo
   2. In the Confirmation Message section:
      • Ask For Confirmation: tick
      • Confirmation Message: "Are you sure you want to set Reports To?"
   3. 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
6. Create a Drop Target
   Use this to specify what to do with the received Drop Type. Set:
   1. Name: ReportsTo
   2. DragType: Contact
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.