Creating an open modal action sequence
1. Creating an open modal action sequence
2. DEMO script
In this video we’ll improve our understanding of Sigma action sequences by adding one to our loan approval app. Remember that we created this modal which a loan officer would see when reviewing a loan application. Our next step is to trigger this modal to open when a loan officer clicks on a row in the applications table. Triggering an ‘open modal’ effect by clicking a table Let's create a new column in our linked input table where the loan officer can click to trigger the modal pop-up. We'll create a calculated column, call it ‘Review’ and populate it with the phrase ‘Click to Review’. Let's change the color of this text to blue to make it more obvious that it should be clicked, and move it before the Application Decision column In the table’s Actions panel we’ll configure a sequence with an ‘On select’ trigger for the [Review] column To add an action to the sequence, select the + next to ‘action sequence’. We’ll choose ‘Open modal’ and point to the ‘Loan Review modal’. Now we can test by selecting ‘Click to Review’ in the table and confirm that the modal opens successfully. The modal looks great, but it would be helpful if it displayed the loan application ID that was clicked to open it. Right now we can't confirm which application the officer is reviewing. Let's use dynamic text to insert the loan application ID at the end of the modal’s title. We'll implement this in two steps. First, we'll set up a number input control to contain the loan application ID of the row the loan officer clicked. Second, we'll add an action to our linked input table which updates the control with that application ID. Let's add a new page to our workbook named ‘app controls’. We can use the drop down on the page name to hide this page from our end users if desired. We'll add a number input control and label it ‘Loan application under review’. Now that we have a place to store the control let's add an action to our linked input table to set its value. We’ll add onto the existing action sequence, which opens the Loan Review modal. We’ll configure an ‘Update control’ action, point it at our new control, and set the control’s value to the selected [Application Id]. We'll also swap the order of these actions in this sequence. Action sequences execute from top to bottom and we want to ensure the control value is set before the modal opens, so it will display in the modal’s title. We’ll go back and add the dynamic text to the modal title, and we’ll test that its working. We’ll imagine we’re reviewing this first loan application ID. The modal successfully opens and now we see the loan application ID we clicked is visible in the title.3. Let's practice!
Stepping back, we've enhanced this app with actions so that loan officers could click on a cell in a table, open a modal and confirm which loan application number they are currently reviewing. Now its your turn to try some hands-on exercises to launch modals and store control values in your app for promoting loan officers.Create Your Free Account
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