Batch Action

What is it?

The Batch Action Widget is a table that lets the end user select any of the records of a form at a specific workflow state and presents any of the non-hidden edges that flow from it as buttons. The columns of the form and the column of the edges are both configurable. You can adjust settings such as choosing one Form for the table's Data Source, filtering for Form records, which edges from which workflow state to display as buttons, which columns to display, etc.

How and When to use it?

To add a new Batch Action to your page, simply drag and drop the “Batch Action” widget from the left-hand side of the page screen to the design area of your page. 

The Name of the Batch Action can be changed in the blue Quick Settings panel that pops out when you click on the placed Batch Action widget.

How to configure it?

1. Drag the Batch Action widget into the Form.

2. Click the Batch Action to open its Quick Settings panel. 

Introduction of Data Source Settings

Data Source

The first step is called "Data Source." In this step, the user selects the Form that will serve as the data source for the form table. Additionally, the user has the option to set a display name for the data source that can differ from the name of the Form. 

Data Source and Display Name

Data Source is for selecting the source “Page” which contains a “Form” widget. Display Name is the “Form” on the source page.

Advance 

Prepare a more advanced setting of the reference data source.

Click both “New Column” and ”Add Exceptional Value”, and then you will see the “Inner Data Source Value”.

Add New Column

Click on “New Column”, and then you will see the “Inner Data Source Value”.

From the left-hand side of the page screen, you can add a new column with the data type you choose by clicking the “Add New” dropdown. By clicking on the “New Column”, you can set up the new column detail.

You can define the default column calculation formula by simply clicking on the "blank" area in the screen's lower part. This allows you to specify the value of the column in case none of the conditions set under "+ New Conditional Formula" are met.

For all formulae, you can compose with elements such as “Text”, “DateTime”, “Variable” or other widgets in the form to get the value of the new column. You can use “Functions” to “add” different values together.

Above is an example with all the available elements, you may use only one to 2 of them in real application requirements.

At times, the value of a New Column may need to change from its "default" based on different conditions. To add conditions for different values, simply click on the "dimmed" area labelled "+ New Condition Formula." Each click will create a new set of conditions. The system will utilize the value from the first condition that is met and disregard any subsequent conditions.

To access the condition setting screen, simply click on the "Condition Setting" button. This will display the screen where you can configure conditions. Click on the "+ New Condition" button to add a new condition to check. Ensure that all conditions are fulfilled for the system to utilize the condition value as the New Column value.

After defining the conditions set, you need to define the calculation formula of the column value.

Click on the “Finish” button to complete the condition setting and then click the “Save” button to confirm the New Column settings.

Add Exceptional Value

By clicking the “New Exceptional Value” button, you will be brought to the “Exception Value - Inner Data Source” screen. With this function, you can substitute a value of a column for another value based on the condition you set.

In the upper left-hand side of the page screen, you can select the "existing column" that you want to have its value change based on different conditions. Use the "Existing Columns" dropdown menu to choose the desired column, and then click on the column name to configure the condition. 

From the middle upper part of the page screen, you can set the default “Exceptional Case” condition for the column value change. Click on the edit button and the “Condition” window will be displayed.  

From the middle of the page screen, you can add other conditions to change the existing column value, Simply clicking the “dimmed” “+ New Conditional Formula” area, you can then add new conditions. 

From the lower part of the page screen, click on the “blank” area to set the default calculation formula for the default “Exceptional Case”.

You can set conditional formula by clicking on “+ New Conditional Formula”

Record Filters

After defining the Form as the data source, the next step is to set additional filter(s) for the table records (the Reference Widget is the default mandatory filter).

Click on the "Add Condition" button, and in our example, we'll add the filter "Source Form's status must be equal to Another State." This means that only the forms that meet this specific status condition will be displayed in the reference table.

Action Column Settings

In Step 3, Action Column Settings, you have the ability to configure the table to allow end users to select any records of a form in a specific workflow state. It conveniently presents non-hidden edges that flow from those records as buttons. This step essentially enables the designer to specify which edges, from which workflow state, should be displayed as buttons in the table.

Normal Column Settings

Using the column settings, you can select the widgets to be displayed and modify their column name, sequence, alignment, sorting column, width, or display format. Once you have made the desired changes, simply click the "Continue" button located in the upper right-hand corner to proceed.

Introduction of Widget Property Setting

You have two options to access the "Widget Property Settings" window. You can either click the "Widget Property Settings" button or simply double-click the Form itself.

From this screen, you can see the “General” and “Visibility” settings.

General

You can change the name of the Table widget and the Description (optional, used to explain the purpose of the Table).

You can set the Position, Size and Layout of the Table widget. In case you place the widget in a Container, you can change the size mode between “Absolute” and “Relative Size”. You can also set the position (X and Y coordinates) of the Form in the container.

These settings are not available if the widget is placed under a “Formatted Container”.

You can control how many records are to be displayed in the Table per page by choosing the “Default Record Limit” option.

With the “Display in” setting, you can control is it the widget display only in “Web and Mobile” platforms or only in “Mobile” devices platform only.

Visibility

With the visibility setting, you can control when should the Table become visible or invisible on the screen to the users.

Once you click on the "Visibility" tab, the condition settings display will be available. Here, you can set the default visibility of the widget. You have the option to make it visible or invisible, as well as define whether it should be read only to the users by default.

By clicking on the dimmed area “+ New Conditional Visibility”, you can add different conditions for the widget to become visible, invisible or read-only.

Introduction of Widget Permission Settings

With the “Widget Permission Settings”, you can control how different “Run Time User Role” can access the widget.