Getting user input in an action button(approve..get comments)

I have two actions Approve and Deny. I want the supervisor to have the opportunity to enter comments when they approve or deny. I could not see anyway to have a popup show up when they hit the approve or deny button that would prompt for comments.

I did try creating another action “comments” and it uses a slice that has just the record id and comments.And I use a LINKTOROW([Recordid], “Comments”)

If the user selects that action first - they can type in comments, then it goes back to the form and tehy can hit the approve action(thumbs up)…that is not going to work.
I want the comment action to come right after the deny or approve action…wish it could all be in one.

You can do that. I think you want to use Grouped actions. This is a special action that allows you “run” several other actions together.

You would still have two visible actions just that they both would be of the Grouped action variety.

One sets “Approved” value and then navigates to the FORM using your `LINKTOROW([Recordid], “Comments”)’

The second sets “Denied” value then uses the SAME action to navigate to the FORM for comments.

Don’t forget to move the criteria that hides/shows the actions into your new Grouped Actions.

I hope this makes sense. If not, just ask.

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i created a group action

the first action is Approve which is this type of action:

data: set the values of some columns in this row…

I have it set fields" like approval=approve

That is working and is updating the fields

then the next action is
Comment:

App: go to another view with this app

and that is the form view of the slice with just the comment field.

with this action: LINKTOROW([Recordid], “GMComments”)

When I have it in the “grouped action” the Comment form window never comes up

Hmmm.

First, try this instead LINKTOROW([_THISROW], “GMComments”)

[_THISROW], if you don’t know, is a special reserved keyword.

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no does the same thing, never goes to the comment form.
I even tried switching the order.
When I made the comment form 1st in order of the grouped actions. The Comments did come up and took my comments, but the GM approve action didn’t run I can tell because the fields are not updated

Yes, when you navigate to a view, that basically ends the Grouped Action. As long as the view navigation is last, it should be good.

So the correct Form was displayed when you had the Comment Action first?

Can you double check that there is nothing in the “Only if this condition is true” field for the Comment Action.

Beyond that I would need to see what you have. If you could post images of the Slice, Form view and the Comment Action, that might help.

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Why are you using LINKTOROW instead of LINKTOFORM? You should setup a new form that only the supervisors can access. That form only has Approval (maybe as buttons) and Comments (long text). Then you don’t even need to use an action to set Approval or slices. Ezpz.

I believe the comment needs to be entered on an existing row. As far as I know, LINKTOFORM() is for new rows only. Am I wrong?

If not, LINKTOROW() still would be needed to get the correct row to the Form.

I see your point about just launching the Form straight away have the Approve/Deny buttons and a comment field on it. That is another way.

whatever action is first runs…
is it a Sync? or something
So when I had comments first, that action works
and Approval first, it approved but did not run the comment action.

I’m not sure what is happening for you.

I have probably a dozen grouped actions in a single app that do something and then launch a form based on slice (a couple below). So it is definitely doable.

I would need to see the details. There is something not set right

But what about @Bahbus suggestion? Just launch into the Form and have both the Approve/Deny buttons there as well as the Comments field. In the end it is the same result.


here are screenshots of my 2 actions and them grouped together.

(Attachment groupaction.pdf is missing)

The PDF didn’t make it through.


WillowMobileSystems

        John Baer




    March 24

You can do that. I think you want to use Grouped actions. This is a special action that allows you “run” several other actions together.

You would still have two visible actions just that they both would be of the Grouped action variety.

One sets “Approved” value and then navigates to the FORM using your `LINKTOROW([Recordid], “Comments”)’

The second sets “Denied” value then uses the SAME action to navigate to the FORM for comments.

Don’t forget to move the criteria that hides/shows the actions into your new Grouped Actions.

I hope this makes sense. If not, just ask.


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You are correct.

@Steve, sine you are here. Do you know if a LOOKUP() will halt a Grouped Action?

It will not.

In my experience, a grouped action stops if a navigation action occurs or if an error occurs with one of the actions. In this case, I suggest verifying all of the column values the Data: set the values of some columns in this row are valid. Notably: enclose the Text values in quotes (e.g., "Approve", "With VP Approval"), and prefix the first argument of that LOOKUP() with [_THISROW]..

I’m out for tonight. Good luck!

In that case, same thing but with the LINKTOROW(). Use that to go to a form that is only Approval and Comments. The supervisor then selects the approval and writes in the comments before save. Then you avoid the group action altogether.

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Both of these actions work perfectly on their own. The linktorow Is in the Comment action and by itself works perfectly, it updates the row. The GM Approval updates also, but after selected it closes the form.
I think that is why on a grouped action it is not working.
actions

Alternate solution: use the Approve as GM data setting action as the action for when the comment form is saved.

I’m unclear what you mean by this. Are you saying that only GM Approval updates but none of the other three fields get updated. For example, is GMSignature getting updated with the USEREMAIL()?