11 - Add an Action Page
Last updated 16/12/2025
This documentation will explain how you can add a page on a form that references another action besides a form. The recommended actions are:
We are going to add a data view that will display the shares we have sold. This data view will then become a page on the Buys form, so we can see what shares we have sold without having to leave a buy record.
The SellAllocations query needs to be added which will return the allocation records linked to the sell records, along with the transaction date, allocation quantity, sell quantity, and the buyKey for a specific buy.
Add the SellAllocations Query
1. Click Data in the menu followed by Queries in the sub-menu.
Figure 1 - Queries menu item
2. Click the Add Item button and type SellAllocations in the Data Source ID field.
3. Click in the Query field to open Five's Query Builder.
Figure 2 - Add SellAllocations query
4. Click the SQL tab.
Figure 3 - SQL tab
5. Click the Copy button for the syntax below.
SellAllocations
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 button
8. Click the Fields tab.
Figure 5 - Fields tab
9. Select the TransactionDate record.
Figure 6 - TransactionDate record
10. Edit the following fields:
- Select Date in the Data Type field
- Type 8 in the Size field
- Add a space between Transaction and Date in the Default Caption field
- Select _Date in the Default Display Type field
Figure 7 - Edit TransactionDate field
11. Click the Save button in the form app bar.
Figure 8 - Save button
12. Select the Quantity record.
Figure 9 - Quantity record
13. Edit the following fields:
- Select Integer in the Data Type field
- Type 4 in the Size field
- Select _Integer in the Default Display Type field
Figure 10 - Edit Quantity record
14. Click the Save button in the form app bar.
Figure 11 - Save button
15. Select the SellQuantity record.
Figure 12 - SellQuantity record
16. Edit the following fields:
- Select Integer in the Data Type field
- Type 4 in the Size field
- Add a space between Sell and Quantity in the Default Caption field
- Select _Integer in the Default Display Type field
Figure 13 - Edit SellQuantity record
17. Click the Save button in the form app bar.
Figure 14 - Save button
18. Click the Parameters tab.
Figure 15 - Parameters tab
19. Click the Add Parameters button.
Figure 16 - Add Parameters button
20. Type BuyKey in the Parameter ID field.
21. Type
{{five.stack.Buy.BuyKey}}
in the Parameter field.
Figure 17 - Add BuyKey parameter
22. Click the Save button in the form app bar.
Figure 18 - Save button
23. Click the Save button in the form app bar above the list.
Figure 19 - Save button
Add the Sell Allocations Data View
The Sell Allocations data view needs to be created using the SellAllocations query to display the results.
1. Click Visual in the menu followed by Data Views in the sub-menu.
Figure 20 - Data Views menu item
2. Click the Add Item button and type Sell Allocations in the Title field.
3. Select SellAllocations (Query) in the Data Source field.
Figure 21 - Add Sell Allocations data view
4. Click the Data Fields tab.
Figure 22 - Data Fields tab
5. Select the TransactionDate record.
Figure 23 - Transaction Date record
6. Click the Cancel button in the Width field and type 20.
Figure 24 - Edit Transaction Date field
7. Click the Save button in the form app bar.
Figure 25 - Save button
8. Repeat the same steps in the Width field for the Quantity and SellQuantity records.
9. Select the BuyKey record.
Figure 26 - BuyKey record
10. Type
false
in the Show If field.
Figure 27 - Edit BuyKey record
11. Click the Save button in the form app bar.
Figure 28 - Save button
12. Click the Save button in the form app bar above the list.
Figure 29 - Save button
Add the Sell Allocations Page
The Buys form needs to be edited to add the Sell Allocations data view as an action page.
1. Click Visual in the menu followed by Forms in the sub-menu.
Figure 30 - Forms menu item
2. Select the Buys record in the list and click the Pages tab.
Figure 31 - Pages tab
3. Click the Add Pages button.
Figure 32 - Add Pages button
4. Type Sell Allocations in the Caption field, select Action in the Page Type field, and select SellAllocations (Data View) in the Action field.
Figure 33 - Add Sell Allocations page
5. Click the Save button in the form app bar.
Figure 34 - Save button
6. Click the Save button in the form app bar above the list.
Figure 35 - Save button
tip
This is a good time to deploy/run the Portfolio application and see the Sell Allocations page on the Buys form!
Test the Buys Page
1. Select the Growth Portfolio record in the list and click the Down button in the form app bar.
Figure 36 - Down button
2. Select Buys in the menu.
3. Select either of the TSLA records and click the Sell Allocations tab.
Figure 37 - Sell Allocations tab
info
We can see the amount of shares that were allocated for the sale.
Figure 38 - Sell Allocations page
4. Close the browser tab.