Running Data Flows in Portals
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Data Grid Portal Pages provide a way for Portal users to interact with said in various pre-approved ways. One of the most powerful ways Portal viewers can interact with data in a Data Grid is by running on select App Object instances.
In order to run a Data Flow on App Objects displayed in a Data Grid Portal Page, you must first have access to both an App Object and a Data Grid Portal Page that displays said App Object.
App Objects are defined in the . There are no constraints to the type of App Object you need to create here: they can have any number of properties, which themselves might be any or even other App Objects. Once the structure of an App Object has been fully described, make sure to save your application so that the rest of the application will have access to the App Object you just defined.
For a deeper dive into how to create App Objects and how they might connect to they rest of your application, check out .
A Data Grid Portal Page displays a table of data stored in ; each Data Grid must be associated with a particular App Object. You can select which App Object you want your Data Grid to display from a dropdown menu in the . Select the App Object you intend to display and run on.
For more on how to create a Data Grid Portal Page that displays a particular App Object, check out the documentation on .
that can be run through a Data Grid Portal Page are built out in the same way as any other Data Flow: in the , using all the same .
There are only two constraints to keep in mind while constructing Data Flows intended run from a Data Grid.
Firstly, when a Data Flow is run from a Data Grid, there is no designated place for resulting output to be displayed. Data Flows that are run from a Data Grid are intended to connect with external systems – , update a database, activate – not return output. While the Portal Builder does not forbid incorporating a Data Flow that returns some output, it must be understood that whatever output it returns will not be accessible in practice. If you want to run a Data Flow that displays new information within a Data Grid, it is necessary to build a place for that desired information within the displayed App Object and then run an as part of the incorporated Data Flow.
Secondly, the input required by the Data Flow must be structured appropriately. Once a Data Flow is built into a Portal Page, it can only be fed input in the form of selected App Object instances, and the structure of the Data Flow being run must reflect that.
This means that the Data Flow can only accept input structured in two ways:
The App Object that is being displayed in the Data Grid
After selecting a Data Flow to associate with the Data Grid, label the button that will run the Data Flow from the Data Grid. Multiple Data Flows can be added to a single Data Grid, so it's important to give each button a unique name that tells Portal users important information regarding the Data Flow that the button will trigger:
Upon accessing the Data Grid Portal Page in question, you should see the button associated with Data Flow in the upper right corner. Note that the label on the button matches the label you gave it in the Portal Builder Inspector:
When multiple Data Flows are associated with a single Data Grid, the buttons will be arranged as follows:
Now you can run your Data Flows on any number of your saved App Objects! Simply select them by clicking on the check box to the left of the relevant object or objects, and then click on the button indicating the Data Flow you want to run:
A of said App Objects
The above section specified that a created to run from a Data Grid Portal Page can accept input in two forms: a singular , or a singular of App Objects (when, in both cases, all pertinent App Objects match the App Object being displayed in the Data Grid).
Once you've built out a that meets the given above, save your application and toggle over to the . (Saving your application ensures Portal Builder will have access to the Data Flow you just created.) and click on the "Add Data Flow" button in the Inspector, nested under Data Flow. From there, you can select which Data Flow you want from a dropdown menu of relevant Data Flows (that is, Data Flows that accept input in one of the ):
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Most components of an app build can be fully emulated by the app, but this is not the case with Portals, because Portals aren't part of an app proper; they're a tool for internal (though non-developer) users as opposed to app users.
In order to test and confirm that a built into a Data Grid is running as intended, you'll need to and the access the Portal by then accessing the URL associated with the Portal in . For more on how to associate URLs with your organization, check out , and for more on how to access a published Portal Page, check out .