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Class actions

A class action is an action component that is always related to a specific class and they are always activated from the search or details window of that specific class. There are many choices for a class action component and the full list can be found in the reference at the end of this page.

 

Creating a class action

Class actions can be created in multiple ways. The first method is by navigating to the class that you want to create the action for, go to the tab 'Actions' and click on 'Add'. Make sure to set all required parameters and preferences.

The second method is by navigating to the 'Actions' page and clicking on 'Add'. Again, make sure to set all required parameters and preferences and make sure to select the class before saving.

 

The example will show the steps using the first method:

E.g.: you want to send emails to a group of persons

  1. Select the tab 'Actions' in the class 'person'
  2. Add an action and give the action the name 'Email'
  3. Select the type, in this case: Outgoing email 
  4. Click "edit parameters" to set parameters, click "ok" when done
  5. Check the property 'At search results' to enable the email action to be executed from a search result window
  6. Save your action

Now, in your application you'll find an extra button "Email" above the selected persons. Below, the first image shows you the 'Email' button in the search screen. The image below it shows how the form looks like.

 

After selecting one or more persons and clicking the email button you can enter the body of the email. See example below.

 

When you check the property 'At details' the email button will also appear in the details screen of the person.

 

List of class actions

The following class actions are available:

  • Anonymize record

    This action helper allows you to anonymize personally identifiable information. It can be used for manual anonymization of your client's personal data, or, in conjunction with the Anonymization filter defined on your classes, in batch.

  • Chat (not yet implemented)

    -- description yet to come --

  • Confirmation

    This is an extra module for the implementation of Digital signing of documents. Contact CrossmarX if you want to use this module.

  • Confirmation reminder

    Work in concert with the confirmation helper and confirmation status calculation. It is used to send reminders to people for digital signing. The reminder is considered to be scheduled as a job with a query selecting record (usually documents) that still have to be signed. The query can be used to filter a certain set of records and set a reminder interval.

  • Connected records adder

    A quick way to add multiple records to a connected class, from the detail screen of the foreign record. Instead of adding records row by row, a popup will appear, that can be used to select multiple values from a list. For each selected value a record will be added.

  • Copy

    Copy one or more records. You can also copy specific fields only or copy records over a period of time.

  • Copy to Velocity

    -- description yet to come --

  • Date picker invite

    The date picker can be used to allow a group of people pick a date for an event, like a meeting. It needs 5 classes:

    • the class for the event (this is the class of the action)
    • a class with persons
    • a class with invitees. This should be a connected class of the event and a connected class of the person
    • a class with the options, containing date/time combinations, this should be a connected class of the event.
    • a class where the answers can be stored. This should be a connected class of the option and the person.
  • Deduplicate

    You can use this action for deduplication of objects in your database. E.g. for identifying persons or organizations that have more than one record in your database and grouping them together. From those groups you can merge your duplicates into 1 record.

  • Deep copy

    -- description yet to come --

  • Duplicate marker

    You can use this action for marking duplicates.

  • Duplicate matcher

    This action creates duplicate groups according to the rules defined in the matching profile.

  • Duplicate merger

    This action merges duplicate groups according to the rules in the merging profile.

  • Email campaign

    -- description yet to come --

  • Email campaign A/B Test

    -- description yet to come --

  • Email Client

    For sending, replying, forwarding email stored in a class.

  • Export

    You can use this action to export data from your database in different file formats.

  • Export clieop

    This action allows you to make a standard clieop file. The file is written explicitly in ISO_8859_1 format to meet the requirements of the banking applications used by our customers.

  • Global delete

    This action places a button to remove records in a class at the search results screen.

  • Global replace

    This action can be used to perform a global replace on one field in a group of selected records. The value that will be placed in this field can be predefined or entered by the user.

  • Insert

    Inserts records in a selected connected class. If no class is specified in the action details all connected classes will be shown. The user can enter the values for fields specified in the action parameters.

  • JAVA plugin helper

    A class action implemented in a JAVA class file. This option is not available yet for external developers. CrossmarX can program the calculations in the mean time. If you want to develop the calculation your self, please use Velocity.

  • Manual merger

    The manual merger can be used to merge a selection of records to a single record, with the possibility to select for each field the value to be preserved from all records that are to be merged. All connected records of the original records will be preserved and will be connected to the merged record.

  • Maps

    This action puts objects onto a OpenStreetMap map or Google map. The action requires two fields in your class that contain latitude and longitude data. The default is Open Streetmap but if you want Google you have to fill in your own Google API key.

    There are several ways to find the latitude/longitude of an object. If one wants to find the longitude/latitude manually, try: http://www.gpscoordinaten.nl/bepaal-gps-coordinaten.php.
    You can put this information in the instruction of the longitude/latitude field of your application.

  • Merger

    This action attaches the connected records of the records in a double group to the target record, and removes all the records of the double group.
    Note: it is also possible to merge the data of the records in the double group with the data of the target record. This action is limited to copying the value from the first double record with a value, but only when the value in the target record is null.

  • Multiple blob download

    Zips blobs from selected records into 1 zip file for downloading.

  • Multiple blob uploader

    This action allows the user to upload several files at the same time, instead of uploading one file at the time. The action creates a record for each uploaded file.
    This action can only work for a class with at least one field with data type 'image' or 'blob'.

  • Outgoing email

    You can deploy this action for sending emails to a group of selected objects (usually persons or organizations).

  • PDF generator

    Converts a HTML page to a PDF. The HTML page can be generated from a velocity template.

  • PDF merger

    This action merges a selection of pdf's into a single pdf file. This is often used for batch printing purposes.

  • Recalculate

    This action forces recalculation of all calculated fields within a class record. Connected field records from classes specified in the parameter list will be recalculated too.

  • Schedule

    Shows a table from a class as as schedule/calendar if it contains a date or date/time field.

  • Script

    Use this helper to define an action in a script.

  • SMS

    -- description yet to come --

  • String splitter

    The String splitter is able to split string values in one field into multiple values, to be put in other fields.

    For example if you want to split an adress in a column which contains both a street and number and affix into separate columns for street, number and affix

  • Tell a friend

    Create a button/link to send a mail from a record detail page.

  • URL checker

    Checks if the url's in the specified table are still alive. When they have not responded for a specified number of times they are set as "dead".
    The class this action is set on must contain a field with data type "url".

  • Value setter

    Can be used to set the value of a field.

  • Velocity

    You can write your own action and integrate it in the Application Engine. The velocity action executes the script on a record or a list (table) of records.

  • Webshop basket
    For selling products in a web shop.