Entity Action Flow & End Form Session Step

Last Updated: 10/30/2018 Introduced in Version:

Set up an Entity Action Flow with an End Form Session Step. This example shows how the End Form Session Step will navigate to a dashboard that displays information gathered from related information on a report. First, create an Entity Data Type, create a User Action from the configuration folder, and two separate flows. This example assumes that the report or dashboard that the End Form Session Step navigates to has already been created.

Link: 

Create Your First Report

 

Example

 to set up an entity action flow go to your designer folder, begin by selecting Datatypes/Database > User Defined Types > Entity on the Actions Panel across the bottom of the designer studio.

Select User Defined Types> Entity>Create

Name your Entity structure and create your data names. On the right side of the display box under Actions check, show Add With Data, Show Description on Add, Show Delete Action, Show Edit Action and select Save.

 

After saving the Entity Data Type navigate to the Designer Folder. After saving your Entity Data Type the Entity and the Entity Configuration Folder can be seen in the Designer Folder.

After selecting the Entity Configuration Folder, you can Create User Actions for your flow. Select User Actions in the Action Panel across the bottom of the Designer Studio. 

Name the User Action and select Create, this opens up a new flow where the End Form Session Step can be configured.

 

 Now create a new flow in the Designer Studio. Locate the Step Tab on the right panel, under Forms select End Form Session Step, drag and drop step into the Designer Studio

 

Select End Form Session 1 to Edit the step. In the Properties Panel on the right under Options, select the drop down menu and choose Navigate. Connect the pathways and exit flow designer.

 

 Navigate to the desired Folder, URL, Page or Dashboard that the End Session Form Step will direct the User to.  Right click and select Folder>Manage>Folder ID>(Copy ID).  Navigate back to your End Form Session Step. Under Inputs set the Folder ID to Constant and paste the Folder Id that you copied. Now set Page Name to constant and name the Folder.

 

Select Folder ID and highlight and copy ID number.

Navigate back into the User Action Flow with End Session Step and set Folder Id and Page Name to Constant and input your data. 

Now set up the User Action Flow, navigate to the Designer Studio and Create a new Flow. Inside the Flow Designer in the Steps Tab of the Properties Panel select User Defined Types>Entities>(Select Entity Flow)>Create. 

Drag and drop the Create Step in the Designer Studio work space and connect the pathways. 

Select the Create Step and configure the settings in the Properties Panel on the right.  Under Inputs and Next to Folder Id change value to Constant. Select Pick to locate the desired Folder.

 

 

Next to Item to Create choose Build Data.

Set Name to Constant, name your Action.

Now that the flow is complete, we need to run the flow. You can do this either by selecting Debug in the Flow Designer, or you can close the Flow Designer, right click on the Flow, and select Run Flow.

After you run Action Flow, the User Action Entity will appear in your Designer Folder. 

 

 

For more information see links below:

 

Additional Resources