- Getting Started
- Before You Begin
- How To
- Build Your First App
- Build a Mobile-friendly App
- Embed Apps
- Embed Maps
- General User Experience Guidelines
- Hide Containers Using a Button
- Include Excel Charts in Apps
- Include MailTo Links
- Include Star Ratings
- Use Count With Choice Set Values
- Use Document Viewer
- Use Master Detail View
- Use Selected Values From a Table
- Use the Send Interim Result Activity
- Set External Context
- Work With Data Source and Value Bind
- Notifications
- Designing your App
- Events and Rules
- Rule: If-Then-Else
- Rule: Open a Page
- Rule: Open URL
- Rule: Close Pop-Over/Bottom Sheet
- Rule: Show Message
- Rule: Show/Hide Spinner
- Rule: Set Values
- Rule: Start Process
- Rule: Upload File to Storage Bucket
- Rule: Get File From Storage Bucket
- Rule: Reset Values
- Rule: Create/Update Entity Record
- Rule: Delete Entity Record
- Rule: Add to Queue
- Function: And, Or, Not
- Function: Concat
- Function: Contains
- Function: Count
- Function: EndsWith
- Function: If
- Function: IsBlank
- Function: Guid
- Function: Length
- Function: List
- Function: StartsWith
- Function: Sum
- Function: Sort
- Function: Now
- Function: Today
- Function: Time
- Function: Year
- Function: Month
- Function: Day
- Function: Hour
- Function: Minute
- Function: New
- Function: Lookup
- Function: Filter
- Leveraging RPA in your App
- Leveraging Entities in Your App
- Referencing an Entity in Your App
- Replacing an Entity
- Using Apps With Data Service
- Leveraging Queues in Your App
- Application Lifecycle Management (ALM)
- Basic Troubleshooting Guide
Using Apps With Data Service
- A maximum of 1000 records for any filter are retrieved in runtime.
- After the data is loaded, the entities data is refreshed only when a rule is executed. Any updates made on Data Service via processes or other means are not picked up automatically. Make sure that you refresh the data explicitly in these scenarios.
- The
in
operator only supports primitive data types, such asstring
,number
,boolean
,null
. Thein
operator is not supported in Data Service scenarios usingchoice-set
. You can use thecontains
operator instead, but only for one input.
Before starting this example, make sure that you have the proper permissions from Data Service. For more information, check the Data Service - Managing Access page.
For the purpose of this example we will use an entity called Customer with the following fields:
- Address
- Address 2
- City
- Name
- Phone
- Plan
- State
- Postal Code
null
. For example, you can use the following:
Filter(Customer, [If(IsBlank(Dropdown.Value), null, City), "=", Dropdown.Value])
In this case, the filter on City is only applied when the Dropdown contains a value other than blank.
Use the Filter function to retrieve multiple entity records applicable to the given condition. To select a single record, use the Lookup function instead.
- Open your already existing application or start a new one.
- Create a new table.
-
Add an entity to your app by clicking the Add any icon from the top of the canvas and selecting Entity.
- Bind the newly-added entity to the table by adding it in the Data Source field of the table.
- Filter the information from the table by state. For this example, to filter the customer by the state of California, add the
following expression in the Data Source property of the table:
= Filter(Customer, [State, "=", "CA"])
.
- Open your already existing application or start a new one.
- Create a new table.
-
Add an entity to your app by clicking the Add any icon from the top of the canvas and selecting Entity.
-
Bind the newly-added entity to the table by adding it in the Data Source field of the table.
- Sort information from the table by by name in an descending order. For this example, add the following expression in the Data Source property of the table:
= Sort(Customer, Name, "Desc")
.
In this example we will build a data table with three buttons:
- Create New
- Edit Selected
- Delete Selected
The Create New and Edit Selected buttons will lead to the same page.
1. Open your already existing application or start a new one.
2. Create a new table.
3. Create two new buttons at the top of the table: Edit Selected and Create New. Create a third button at the bottom of the table called Delete Selected.
4. Add an entity to your app by clicking the Add any icon from the top of the canvas and selecting Entity.
5. Bind the newly-added entity to the table by adding it in the Data Source field of the table.
6. Create a new page called Edit/Create Customer and add the following controls:
6.1 Add corresponding text fields for each of the entity fields and bind them.
selectedCustomerId
by using a Set Value rule in the value change event of the table. Bind the variable to Table.SelectedValue.Id
to use it on another page.
6.4 Add an If-Then-Else rule to the Save button and configure it:
- Add the following expression in the If field:
=selectedCustomerId
==""
, as in the figure below.
-
Add a Create/Update Entity Record rule in the Then field and configure it as in the figure below:
- Add a Create/Update Entity Record rule in the Else field and add the following expression in the Which entity record should be created/updated? field:
=Lookup(Customer, [Id, "=", selectedCustomerId])
, whereId
is the id of the entity. Configure the rule as in the figure below.
7. Add a Delete Entity Record rule to the Delete Selected button from step 3 and add the following expression in the Which entity record should be deleted? field: Lookup(Customer, [Id, "=', Table.Id]).
8. Configure both Edit Selected and Create New buttons from step 3 to lead to the Edit/Create Customer page.