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PerfectForms™ Help Guide

Once a connection is defined, you must create one or more actions for it. Actions can optionally receive data from a form which they then pass on to the connection. If no data needs to be passed, then the action can call the connection without any form field data (as in a simple database lookup). Some connection types are designed to receive data (Text, CSV). Depending on the connection type and connection action being used, data can be returned back from the connection (lookup result) which can populate data back into form fields.

 

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1.Navigate to the Connections Dashboard. In the tree, select a connection that you have previously defined.

2.Click on New Action. The system displays an empty action definition.

New Action

3.Name the connection using the Name field.

4.Select the action Type. The options listed depend on the connection type. The most common action for a database is a lookup, in which case you would choose SELECT.

5.If you are using a database connection, specify the name of the database table this connection should access.

6.Specify which form fields can be sent to the connection.

7.In the Send Parameters section, click Add to add a Send Parameter. Click in the Name column and give the parameter any name you like. The right-most column is the field or database column name. The middle column is the operator. You will usually leave it as = but you can change this if appropriate. Enter Like as an operator to allow wildcard searches in the connection actions. Note: Use the Auto Complete button to create parameters for every field in the database.


Note: Take care when using the Auto Complete button with an existing Action. Whilst it will create new parameters for any new fields in the database it will also overwrite existing parameters and that could affect existing Connect or Connect & Search commands in forms.



Note: In the case of a lookup, there may not be any data passed, in which case the list would remain empty. However, for example, if a user entered an order number into the form, you could pass this through to the query. Background lookups will mostly use a Send parameter. Popup Lookups will usually not need one. If you have some cases that will and others that won't, then you can define an action that expects them but you will simply ignore them in the Connect command.


8.In the Return Parameters list, click Add to add a row for each field of data expected to be returned. The first column is a name you can choose. The second column is the actual field name in the target database. Specify which values are expected to come back from the connection.  Note: Use the Auto Complete button to create parameters for every field in the database.

9.Where there is likely to be duplicated data returned from a table select the Distinct Values Only checkbox to return only one record.


Note: Depending on the connection type, there may or may not be any expected return data. If it was an Insert connection, you would not expect any data returned. If it is a lookup then you would.


10.Click Apply Changes to save the action.