Welcome

Welcome to PhixFlow's Actionflow Course, where you will learn everything about creating and using Actionflows. This course is designed to give you a deeper understanding of what an Actionflow is, how they are used in PhixFlow and what you need to know to create and use them in your application(s).

In this course you will learn alongside walkthrough examples, from creating a simple Open Screen Actionflow, all the way through to creating complicated multi-phase Actionflows.

Note:  Actionflows are used in applications created in version 9.0 and beyond.

Course Structure and Objectives

This course is split into 3 modules (Foundation, Intermediate, Advanced). Each module takes approximately 1 day to complete but this is just a guide. 

By the end of this course you will become a high level user, capable of using all Actionflow features

• Foundation

  • Topics: We explore creating simple Actionflows, gaining theoretical knowledge of the processing involved
  • Objectives: Good knowledge of the product + ability to configure Actionflows for a simple application + with ability to assimilate knowledge from the Help

• Intermediate 

  • Topics: We explore creating Actionflows that require more complex processing logic
  • Objectives: Above + ability to configure Actionflows with more complex processing logic

• Advanced

  • Topics: We explore complex Actionflows and competently use all Actionflow features

  • Objectives: Above + ability to use all Actionflow features to a high level 

Course Prerequisites

Before starting this course, we recommend you have:

• Completed the PhixFlow Fundamentals 
• Completed the Introduction to Screen Building Course, or have prior knowledge of building screens
• A PhixFlow training instance, containing the pre-built application, Actionflow Application

Resources

Data

All data used in this course is available in the Downloads section of the Learning Centre, should you require it.

Note: If you are using a training instance, this data has already been pre-loaded into the Actionflow Application.

Pre-Built Application

The pre-built application, Actionflow 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. 

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

1. Open the Course Management ERD and spend a few minutes studying the one-to-many relationships between the tables, and  view the data. 
   1. Each dataset has its own table with a primary key
   2. Note the special relationship between the Students and Courses tables, where the Course Attendees table facilitates a many-to-many relationship
2. Open the Course Management Screen
   1. The Courses table is backing the School Courses grid
      1. There are a number of buttons under the grid that we will configure as part of this course
   2. The buttons on the left will become filter buttons that we will configure as part of this course
      1. Above the buttons is a string field, pfDept, that will be use for the filter buttons
   3. There are two background filters that can be seen by clicking the School Courses grid, then clicking the  Properties tab 
      1. These background filters are fundamental to the filter buttons and we will explore them later in the course
3. Open the Course Form Screen
   1. This is the form that we will later configure to add and edit courses in the School Courses grid