11 - Add an Action Page

Last updated 5/04/2023

This documentation is to demonstrate how you can create an action page on a form. Five has the following actions:

Forms
Charts
Queries
Dashboards
Mail Merges
Processes

We are going to add a query that will return stocks that we have allocated for a sale. This query will then be referenced on the Buys form so we can have a report for the stock that has been sold without having to leave the Buys form.

Navigate to Queries

1. Select Visual in the menu.

2. Select Queries in the sub-menu.

Figure 1 - Queries menu item

Add the Sell Allocations Query

1. Click the Add Item button.

2. Type Sell Allocations in the Title field.

3. Click in the Query field to open Five's Query Builder.

Figure 2 - Add the Sell Allocations query

4. Click the SQL tab.

Figure 3 - SQL tab

5. Click the Copy button for the below syntax.

Investment by Sector

SELECT
    TransactionDate,
    Allocation.Quantity AS Quantity,
    Sell.Quantity AS SellQuantity,
    Allocation.BuyKey AS BuyKey
FROM
    Allocation
    INNER JOIN Sell ON Allocation.SellKey = Sell.SellKey
HAVING
    (BuyKey = ?)
ORDER BY
    TransactionDate

6. Paste the syntax in the SQL Editor.

7. Click the Save button in the SQL Editor app bar.

Figure 4 - Save the Sell Allocations syntax

8. Click the Fields tab.

Figure 5 - Fields tab

9. Select the TransactionDate record.

Figure 6 - TransactionDate record

10. Click in the Caption field and add a space between Transaction and Date.

11. Click the lookup icon in the Display Type field and select _Date.

12. Click the Save button in the form app bar.

Figure 7 - Edit the TransactionDate record

13. Select the Quantity record.

Figure 8 - Quantity record

14. Click the lookup icon in the Display Type field and select _Integer.

15. Click the Save button in the form app bar.

Figure 9 - Edit the Quantity record

16. Select the SellQuantity record.

Figure 10 - SellQuantity record

17. Click in the Caption field and add a space between Sell and Quantity.

18. Click the lookup icon in the Display Type field and select _Integer.

19. Click the Save button in the form app bar.

Figure 11 - Edit the SellQuantity record

20. Select the BuyKey record.

Figure 12 - BuyKey record

21. Type false in the Show If field.

22. Click the Save button in the form app bar.

Figure 13 - Edit the BuyKey record

23. Click the Parameters tab.

Figure 14 - Parameters tab

24. Click the Add Parameters button.

Figure 15 - Add Parameters button

25. Type BuyKey in the Parameter ID field.

26. Type {{five.stack.Buy.BuyKey}} in the Parameter field.

Figure 16 - Add the BuyKey parameter

27. Click the Save button in the form app bar.

Figure 17 - Save the BuyKey parameter

28. Click the Save button in the form app bar above the list.

Figure 18 - Save the Sell Allocations query

Create the Sell Allocations Page on the Buys Form

1. Select Visual in the menu.

2. Select Forms in the menu.

Figure 19 - Forms menu item

3. Select the Buys record in the list.

4. Click the Pages tab.

Figure 20 - Pages tab

5. Click the Add Pages button.

Figure 21 - Add Pages button

6. Type Sell Allocations in the Caption field.

7. Click the lookup icon in the Page Type field and select Action.

8. Click the lookup icon in the Action field and select SellAllocations (Query).