All Collections
Tips, tricks and troubleshooting
User case-specific guides
Using Form Actions to change field values of Data Lists
Using Form Actions to change field values of Data Lists

Enhance task management with Form Actions to dynamically change field values, enabling efficient task reopening and workflow customization.

Updated over a week ago

Yeeflow allows users to enhance data list forms with custom actions. In this guide, we will explore how to use Form Actions to create a "Reopen this task" button in the custom form of a data list. By configuring dynamic display rules and form actions, users can reopen completed tasks within the "Tasks" data list.

1. Getting Started with Form Actions and Dynamic Display Rules

To demonstrate this functionality, we will use a data list named "Tasks," which serves as a repository for creating and tracking tasks. The data list includes a field called "Status," which is a single-select field with four options: "Not started," "Open," "On-hold," and "Completed."

1.1 Adding the "Reopen this task" Button

From the View Item associated list form, drag and drop a button control and label it as "Reopen this task."

1.2 Setting Dynamic Display Rules

Access the properties settings panel for the "Reopen this task" button. Under the Content tab, find the Appearance group, and set the dynamic display rule.

This rule will determine when the button should be shown. For this case, we'll set the display rule to only show the button when the value of the "Status" field for the task item is equal to "Completed."

2. Creating the "Click to Open" Form Action

2.1 Adding a Temporary Variable

Before proceeding with the form action, create a temporary variable named "Click confirmation." Access the "Temp variables" window from the top-right of the form designer.

Click "Add variable," and set the variable name as "Click confirmation."

2.2 Creating the "Click to Open" Form Action

Click the "Actions" button from the top-right of the form designer to open the Actions management window.

Click "+ New action" to create a new action with the name "Click to Open." This action will be responsible for reopening the completed task.

2.3 Configuring Steps for the "Click to Open" Action

Add the following three steps to the "Click to Open" action:

2.3.1 Confirm Dialog Step

Click the "+ Add another step" button and select "Confirm Dialog" from the step types.

In the step settings panel, set the "Confirm Question" text to "Wanna reopen this task now?" From the "Result save to variable," choose the variable "Click confirmation" to track the user's response from the Confirm dialog.

2.3.2 Set Variable Step

Click the "+ Add another step" button and select "Set Variable." In the Execution Condition, check if the value of the variable "Click confirmation" is true. Choose "Single value" and select the "Status" field of the "Tasks" data list. Set the value to "Open."

2.3.3 Submit Form Step

To apply the changes to the "Status" field, use the "Submit Form" step. Click the "+ Add another step" button and select "Submit Form." In the Execution Condition, check if the value of the variable "Click confirmation" is true. From the "Submit type" setting, choose the "Save" option.

3. Binding the Action to the Button

Select the "Reopen this task" button from the form designer. In the properties settings panel, under the Content tab, expand the Action group. From the Action dropdown list, select the "Click to Open" action.

After setting up the action, save all the settings by clicking the "Submit" button.

4. Testing the Functionality

Now, you can test the "Reopen this task" functionality. If the "Status" of a task is not "Completed," the button will not be visible. If the "Status" is "Completed," the button will appear. Clicking the button will trigger a pop-up dialog asking if you want to reopen the task. Clicking "Cancel" will close the dialog without any changes, while clicking "OK" will change the task's "Status" to "Open."

By using Form Actions and dynamic display rules, users can easily configure custom actions in Yeeflow data list forms. This level of customization empowers users to streamline data management, optimize workflows, and adapt the Yeeflow platform to their unique business requirements.

Take advantage of Form Actions to enhance your data list forms and unlock new levels of productivity and efficiency within your organization.

Did this answer your question?