Screen Post Actions Management

This guide details the process for managing Screen Post Actions within the GimCore platform. Screen Post Actions define automated operations that execute after specific screen interactions, enhancing workflow automation and system reactivity. Administrators utilize this screen to define, configure, and maintain these actions.

To access Screen Post Actions, navigate to the Project menu and select Screen Post Actions.

Managing Screen Post Actions via the Data Table 📊

The central component of the Screen Post Actions management screen is the data table, which lists all configured post actions. Each row represents a unique post action, providing a quick overview of its key properties.

• Name: Displays the unique identifier for the post action.
• Sequence: Indicates the order in which this post action is processed relative to others.
• Screen: Identifies the screen to which this post action is associated.
• Actions: This column provides inline controls for managing individual post actions.
  • ✏️ Edit: Click the pencil icon to modify an existing post action. This opens the Edit Post Action modal.
  • 🗑️ Delete: Click the trash icon to remove a post action. A confirmation dialog will appear to prevent accidental deletion.

Filtering and Searching Post Actions 🔍

To efficiently locate specific post actions, utilize the search and filter functionalities:

• Search: Enter keywords into the search bar to filter the list by matching Name or Screen.
• Status Tabs: While not explicitly listed, typical GimCore screens include tabs such as 'Total', 'Active', and 'Deleted' to filter post actions based on their operational status. Select the appropriate tab to view the desired subset of records.

Adding a New Screen Post Action ➕

To create a new Screen Post Action:

1. Click the Add New button, typically located in the page header.
2. The Add Post Action modal dialog will appear, presenting fields for configuration:
   • Name: Enter a unique and descriptive name for the post action.
   • Sequence: Specify the numerical order for this action's execution. Lower numbers execute first.
   • Screen: Select the target screen from the dropdown list that this post action will be associated with.
   • Screen Event: Choose the specific event on the selected Screen that will trigger this post action (e.g., 'On Load', 'On Save').
   • Action Type: Select the type of action to be performed (e.g., 'Execute Workflow', 'Send Notification').
   • Configuration: This field dynamically adjusts based on the selected Action Type, providing relevant input fields for the chosen action.
   • Condition (Optional): Define a condition using a scripting language or expression builder that must evaluate to true for the post action to execute.
   • Is Active: Toggle this switch to enable or disable the post action without deleting it.
3. After configuring all necessary fields, click the Save button to create the new post action. The modal will close, and the new entry will appear in the data table.

Editing a Screen Post Action 📝

To modify an existing Screen Post Action:

1. Locate the desired post action in the data table.
2. Click the ✏️ Edit icon in the 'Actions' column for that specific row.
3. The Edit Post Action modal dialog will open, pre-populated with the current settings of the selected post action.
4. Adjust any of the fields as required (e.g., Name, Sequence, Screen Event, Action Type, Configuration, Condition, Is Active).
5. Click the Update button to save your changes. The modal will close, and the data table will reflect the updated information.

Deleting a Screen Post Action 🗑️

To remove a Screen Post Action:

1. Locate the post action you wish to delete in the data table.
2. Click the 🗑️ Delete icon in the 'Actions' column for that row.
3. A confirmation dialog will appear, asking you to confirm the deletion. This is a crucial step to prevent unintended data loss.
4. Click Confirm (or a similar button) to proceed with the deletion. The post action will be permanently removed from the system.