Smart Actions

In legacy agents declaring a smart action was a two-step process:

• First, you had to declare by changing the parameters of the collection function in the appropriate collections/*.js file.

• Then, you had to implement the action by creating a route handler in the appropriate routes/*.js file.

In the new agent, the process is simplified to a single step.

Code cheatsheet

Legacy agent	New agent
type: 'single' type: 'bulk' type: 'global'	scope: 'Single' scope: 'Bulk' scope: 'Global'
download: true	generateFile: true
reference: 'otherCollection.id'	{ type: 'Collection', collectionName: 'otherCollection' }
enums: ['foo', 'bar']	{ type: 'Enum', enumValues: ['foo', 'bar'] }
RecordsGetter.getIdsFromRequest()	context.getRecordIds()
res.send(...)	return resultBuilder.success(...) return resultBuilder.error(...) ...

Steps

Step 1: Calling addAction for the appropriate collection

Start by calling the addAction function on the appropriate collection and passing the appropriate parameters.

Most notably, you will need to pass:

• type should become scope

  • Note that the values are now capitalized (e.g. single becomes Single)

  • Legacy agents defaulted to 'bulk' if no type was specified. The new agent requires you to specify the scope.

• download should become generateFile. This is still a boolean and the same value can be passed.

• endpoint and httpMethod should be removed. The agent will now automatically handle the routing.

Before

collection('companies', {
  actions: [
    {
      name: 'Mark as Live',
      type: 'bulk',
      download: false,
      endpoint: '/forest/actions/mark-as-live',
    },
  ],
});

After

agent.customizeCollection('companies', companies => {
  companies.addAction('Mark as Live', {
    scope: 'Bulk',
    execute: async (context, resultBuilder) => {},
  });
});

Step 2: Porting the form definition

Forms are now defined in the form property of the action.

You can simply copy the field's definition from the legacy agent to the new agent with the following differences:

• fields should become form.

• widget choice is no longer supported. A default widget will be used depending on the field type.

• hook can be removed, those will be handled by the new agent automatically.

• reference no longer exists. Use { type: 'Collection', collectionName: '...' } instead.

• enums no longer exist. Use { type: 'Enum', enumValues: ['...'] } instead.

Before

collection('customers', {
  actions: [
    {
      name: 'Charge credit card',
      type: 'single',
      fields: [
        {
          field: 'amount',
          isRequired: true,
          description: 'The amount (USD) to charge the credit card. Example: 42.50',
          type: 'Number',
        },
      ],
    },
  ],
});

After

agent.customizeCollection('customers', companies => {
  companies.addAction('Charge credit card', {
    // [...]
    form: [
      {
        field: 'amount',
        isRequired: true,
        description: 'The amount (USD) to charge the credit card. Example: 42.50',
        type: 'Number',
      },
    ],
  });
});

Step 3: Porting the route to the new agent execute function

In the legacy agent, users had to implement the action by creating a route handler in the appropriate routes/*.js file.

This is no longer needed as the new agent provides a context object that contains all the information that is needed to implement the action.

When porting the route handler to the new agent, you will need to:

• Move the body of the route handler to the execute function of the action.

• Replace RecordsGetter.getIdsFromRequest() call with context.getRecordIds().

• Replace res.send(...) calls with return resultBuilder.success() or return resultBuilder.error(), or the appropriate resultBuilder method.

Before

router.post('/actions/mark-as-live', permissionMiddlewareCreator.smartAction(), (req, res) => {
  const recordsGetter = new RecordsGetter(companies, request.user, request.query);

  return recordsGetter
    .getIdsFromRequest(req)
    .then(companyIds => companies.update({ status: 'live' }, { where: { id: companyIds } }))
    .then(() => res.send({ success: 'Company is now live!' }));
});

After

agent.customizeCollection('companies', companies => {
  companies.addAction('Mark as Live', {
    // ...
    execute: async (context, resultBuilder) => {
      const companyIds = await context.getRecordIds();
      await companies.update({ status: 'live' }, { where: { id: companyIds } });

      return resultBuilder.success('Company is now live!');
    },
  });
});

Step 4: Porting smart action hooks

Load hooks and change hooks have been replaced on the new agent by the possibility to use callbacks in the form definition.

Here is an example of a load hook where the default value of a field is set to 50 euros converted into dollars:

Before

collection('customers', {
  actions: [
    {
      name: 'Charge credit card',
      type: 'single',
      fields: [{ field: 'amount', type: 'Number' }],

      // Here is the load hook that sets the default value of the amount field to
      // 50 euros converted into dollars
      hooks: {
        load: async ({ fields, request }) => {
          const amountField = fields.find(field => field.field === 'amount');
          amountField.value = await convertEurosIntoDollars(50);
          return fields;
        },
      },
    },
  ],
});

After

agent.customizeCollection('customers', companies => {
  companies.addAction('Charge credit card', {
    scope: 'Single',
    form: [
      {
        field: 'amount',
        type: 'Number',

        // Set the default value of the amount field to 50 euros converted into dollars
        // convertEurosIntoDollars is a function that returns a promise, it will be awaited
        // automatically
        defaultValues: () => convertEurosIntoDollars(50),
      },
    ],
  });
});

And another for a change hook which makes a field required if the value of another field is greater than 100:

Before

collection('customers', {
  actions: [
    {
      name: 'Charge credit card',
      type: 'single',
      fields: [
        { field: 'amount', type: 'Number', hook: 'onAmountChange' },
        { field: 'motivation', type: 'String', isRequired: false },
      ],

      // Change hook that makes the motivation field required if the amount is greater than 100
      hooks: {
        change: {
          onAmountChange: async ({ fields, request }) => {
            const amountField = fields.find(field => field.field === 'amount');
            const motivationField = fields.find(field => field.field === 'motivation');

            motivationField.isRequired = amountField.value > 100;

            return fields;
          },
        },
      },
    },
  ],
});

After

agent.customizeCollection('customers', companies => {
  companies.addAction('Charge credit card', {
    scope: 'Single',
    form: [
      { field: 'amount', type: 'Number' },
      {
        field: 'motivation',
        type: 'String',
        isRequired: context => context.formValues.amount > 100,
      },
    ],
  });
});