About Extending Entities by Adding Actions

Last Updated: 12/05/2018 Introduced in Version:

After an Entity is created it will be organized into a folder in the designer studio with the name [FolderEntityDataStructure]. The Entity will automatically generate a Configuration Folder, this is where Entity Actions can be applied. Extending Entities creates an object that extends an existent structure Type in Decisions with additional metadata. Different ways that an Entity can be extended include Access Patterns, User Actions, Rules, Events, Triggers and Services.  

 

About Extending Features

After and Entity is created the it’s Configuration Folder will auto-generate. Select the Configuration Folder to open up the action bar located on the bottom of the designer studio.

 

  1. Extending Entities by adding an Access Pattern
  2. Extending Entities by adding User Actions
  3. Extending Entities by adding a Validation Rule
  4. Extending Entities by adding Entity Events
  5. Extending Entities by adding State Triggers
  6. Extending Entities by adding an Entity Service
  7. Extending Entities by  adding Generate descriptions
  8. Extending Entities by adding Action Visibility Rules
  9. Extending Entities by adding Create Reporting Data Flow

Figure 1

 

1. Extending Entities by adding an Access Pattern

When you add an access pattern to an Entity it allows you to define a custom Fetch for the Entity. For example, pass the default Fetch by Id in and you will get back the corresponding Entity. The Access Pattern lets you set the fields you want to search by, and the conditions of that search. Some conditions that can be set include, equals, contains, greater than, less than, etc.

 

2. Extending Entities by adding User Actions

Adding User Actions creates an instance that is specific to the Entity in use. This can be customized to work on an Entity and in an Entity flow. 

Below provides a description of each Action and why that Action is used within Decisions.

Create Group User Action

  • A Group User Action is a Flow specifically designed to act or utilize multiple chosen data structure’s and it uses the data structures information as input data. 

Create User Action

  • A User Action is a Flow specifically designed to act or utilize a chosen data structure and it uses the data structures information as input data.  

Use Shared Action

  • The permissions on a User Shared Action are selected from the list displayed under Permission For Actions. Each item from the list has a checkbox that can be selected that will enable that specific permission for the User Shared Action Flow. Below is a description of each permission.

Create Add Entity Action

  • Adds a custom Action to an Entities menu for a user to use and do whatever they want to or with that instance of a specific Entity. 

 

Figure 2

 

 

3. Validation Rule

A Folder Entity can have a validation applied to the entity. This validation can be set up in the form of a Rule or a Flow, these are created from an Entity Configuration Folder. Validation Rules can be easily added to an Entity by selecting an option from the blue Action panel, for example using the Advance Validation Rule, Validation Flow, and Validation Rule options. 

For information on how to create a Validation Rule as an Entity Extension see attached link: 

Using Validation Engine For Entities

 

  • Advanced Validation Rule: Sets up a custom message that can act as a warning based on the outcome of the true or false evaluation of the entities data. 
  • Validation Flow: A flow that is used to verify a true or false evaluation. 
  • Validation Rule: Is a logical rule that runs a true or false evaluation.

 

Figure 3

 

4. Extending Entities by adding Entity Events

Entity Events are set up so that anytime a change is made to a field in an Entity and it is saved or deleted a flow runs. The extension runs a flow that saves the information, this can set to run a flow either before or after the changes are made. 

Entity Events are set up to run in a flow that are based on a scheduled occurrence that is assigned to the entity. For information on how to set up an Entity Event see attached link:

Hooking Entity Events For Custom Handling of Entities

  • After Delete Flow: A flow runs after a delete is made to the Entity to save the changes.
  • After Save Flow: A flow runs to save the changes after a flow is changed. 
  • Before Delete Flow: A flow runs before a delete is made to an Entity to save the data.
  • Before Save flow: A flow runs before a save is made to an Entity to save the data.

Figure 4

 

5. State Triggers

State Triggers are flows that are auto-triggered when a specific state is in place. When something moves from one state to a specified state a flow can be triggered to run as soon as that application or assignment, etc moves to a specific stage. 

  • Create Auto Trigger Flow: Runs a flow when a specific state is in place. 
  • Use Shared Auto Trigger Flow: A flow that runs and is in use for multiple different specified states. 

Figure 5

 

6. Entity Service

The Entity Service option can be enabled when the Entity is created by selecting the checkbox in the Entities settings under Services. Entity Services creates a flow that can run for that specific Entity and can be called as a Web Service. This feature is designed to allow easy integration with Decisions so that any Web service can be used in Decisions and run in a flow.

 

Figure 6

 

7. Generate Descriptions

You can pre-set and define a message description to generate from a flow. This can be added for custom and text merge, custom long and short descriptions as well as for a Flow for Entity Description and a Text Merge for Entity Description. 

Figure 7

8.  Action Visibility Rule

The Action Visibility Rule filters out Actions that are created in a Configuration Folder or are by default a part of the action menu. The designer has the ability to create and hide custom and default actions. Actions are visible by navigating to an entity and then right click to view available actions. 

 

 

For more information about how to set up an Action Visibility Rule please see attached link: https://documentation.decisions.com/action-visibility-rules/

For more about creating a User Action Flow see attached link: https://documentation.decisions.com/enable-entity-actions-flow/.

Additional Resources