The Edit Item step within the Collection Actions of Yeeflow enables users to update or modify specific items within a collection. This action is crucial for workflows where data editing is necessary, such as updating records, correcting information, or making status changes.
Key Components of the Edit Item Action:
Execution Condition:
Define the criteria under which the "Edit Item" action will be triggered. This ensures the action only runs when specific conditions are met.
Example: If the item's status is "Pending," allow editing.
Learn more about the Execution Condition of actions.
Default Values:
Set default values for fields when opening the item for editing. This can help pre-fill certain information to save time and maintain consistency.
Query Parameters:
Configure additional parameters that can be passed when the item is being edited. This can be used to filter or specify particular data.
Example: Pass the user ID or role to customize the fields available for editing based on the user's permissions.
Link:
Specify the default layout or form that will be used to edit the item. This layout should be designed to facilitate easy and accurate data entry.
Open In:
Choose how the edit form will be displayed to the user. Options include Pop-up window, Slide in, Full page, or New window.
Size:
Define the size of the item view to control how much space it occupies on the screen. Use Default, Small, Medium, large, or Full screen based on the complexity of the data being shown.
Learn more about the use of the Collection actions.
When to Use the Edit Item Action:
Data Correction and Updates:
Use the Edit Item step when a user needs to review and correct existing data. For example, in HR management, updating employee details or correcting payroll information can be achieved by editing individual records.
Approval and Review Processes:
In scenarios like project management or order approvals, this action can be triggered to allow users to update the status, add comments, or revise project details.
Inventory Management:
For product-based workflows, this action can be used to update stock levels, modify product descriptions, or change pricing information in real time.
User-Specific Data Modification:
You can enable specific roles or users to edit items based on defined conditions (e.g., only allow managers to edit certain records).
By leveraging the Edit Item action, you can ensure your workflow is flexible and efficient, allowing for quick and controlled modifications of important collection data.