Connect and Search Settings
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Object
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Details
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Additional Information
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Connection
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Select from the list of existing connections. If you do not see the connection you need, you may need to click the Refresh  button or exit the App Designer and create the new connection from the PerfectApps Connections Dashboard.
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Creating PerfectApps Connections
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Action
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Select from the list of existing connection actions associated with the selected connection.
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If you do not see the action you need, you may need to click the Refresh button or exit the App Designer and create the new connection action from the PerfectApps Dashboard.
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Defining Connection Actions
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Custom URL
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In a Web Service connect command it is possible to specify a dynamic URL for the Web Service.
This feature is designed for making connections to Salesforce, and other applications API’s, where it is necessary to login to obtain a server URL before making any subsequent API calls.
Check the Custom URL box to initiate this option and specify in the box below the field on the app where the URL is stored.
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The Salesforce Web Service Connection feature is offered for an additional charge.
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Title
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Enter text that will be displayed in the header of the search dialogue box.
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Number of Rows Per Page
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Specify the maximum number of rows that can be returned (the system limit is 1000).
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Width
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Enter the width (in pixels) for the page.
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Height
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Enter the height (in pixels) for the page.
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Message
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Enter a message (normally instructional) that will be displayed in the search dialogue box.
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Send Parameters
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Search
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Select the Search check box to enable searching on the field defined in that row of the Send Parameters table.
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Name
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Displays the name of the field as defined in the action (available from the PerfectApps Connections Dashboard).
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Defining Connection Actions
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Source
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The value in this column represents the app field to pass via the send parameter. Click a cell in this column to select the field.
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Data passed cannot exceed 250 characters.
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Formula
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Select this check box to enable formula editing for the selected parameter. Once selected, you can click in the Source column to launch the Formula and Conditions Editor.
This option should be used if the data to pass from the app is not a simple field but an expression.
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Using the Formula and Condition Editor
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Return Parameters
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Show
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Select this check box to have the search dialog show the field defined in that row of the Return Parameters table as a column of data.
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Name
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Displays the connection action field that holds returned data (available from the PerfectApps Connections Dashboard).
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Defining Connection Actions
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Target
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The value in this column represents the app field that will accept the returned value. Click a cell in this column to select the field.
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Items
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When specifying a list or drop-down object as the object to return the data to, there are three check boxes available for selection. The options are as follows:
•Select the first check box to populate the caption. •Select the second check box to populate the value. •Select the third check box to tell the system that for the drop-down object, none of the items in the list should be selected by default. This check box is only enabled after either the first or second check box in the Items column is selected. |
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