Restore Record Event Setup

Configure Restore Record Event with Current Form and Ask User to Select Record

To set up an event that restores a record using the current form:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record restoration.
3. Form: Select "Current Form."
4. Record Restoration Method: Choose "Ask User to select and restore the record."
5. Filters: Choose not to apply filters.
6. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Restore Record" event.
2. Enter the following details:
   • Title: Restore User Record
   • Description: Restore a deleted user record
3. Select Current Form.
4. Choose Ask User to select and restore the record.
5. Choose No Filters and No Data Carry.
6. Save the configuration.

Outcome: The Restore Record event will prompt the user to select and restore the record, with no filters or data carry applied.

Configure Restore Record Event with Custom Form and Set Constant Record

To set up an event that restores a specific record using a custom form:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record restoration.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Restoration Method: Choose "Set the constant record to restore."
7. Selected Record: Choose the record to restore.
8. Filters: Choose not to apply filters.
9. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Restore Record" event.
2. Enter the following details:
   • Title: Restore Animal Record
   • Description: Restore a deleted animal record
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to restore.
5. Select the record to restore.
6. Choose No Filters and No Data Carry.
7. Save the configuration.

Outcome: The Restore Record event will restore the specified record with no filters or data carry applied.

Configure Restore Record Event with Custom Form and Apply Filter

To set up an event that restores records using a custom form with a filter:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record restoration.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Restoration Method: Choose "Set the constant record to restore."
7. Selected Record: Choose the record to restore.
8. Filters: Apply a filter to specify which records to restore.
9. Data Carry: Choose not to carry data.

Steps:

1. Alice Johnson is setting up a "Restore Record" event.
2. Enter the following details:
   • Title: Filtered Restore Animal Record
   • Description: Restore filtered animal records
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to restore.
5. Select the record to restore.
6. Apply the filter:
   • Field: Species
   • Relation: equals
   • Value: Dog
7. Choose No Data Carry.
8. Save the configuration.

Outcome: The Restore Record event will restore the specified record based on the filter criteria with no data carry applied.

Configure Restore Record Event with Custom Form and Data Carry

To set up an event that restores records using a custom form with data carry:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record restoration.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Restoration Method: Choose "Set the constant record to restore."
7. Selected Record: Choose the record to restore.
8. Filters: Choose not to apply filters.
9. Data Carry: Choose to carry data from a specified node.

Steps:

1. Alice Johnson is setting up a "Restore Record" event.
2. Enter the following details:
   • Title: Data Carry Restore Animal Record
   • Description: Restore animal records with data carry
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Set the constant record to restore.
5. Select the record to restore.
6. Choose to carry data from:
   • Node: Previous Process Node
7. Choose No Filters.
8. Save the configuration.

Outcome: The Restore Record event will restore the specified record with data carry from the previous process node and no filters applied.

Validate Restore Record Configuration

To ensure the "Restore Record" event is configured correctly:

1. Action: Review the configured details.

Expected Outcome:

• Alice Johnson should see the configured values for:
  • Title
  • Description
  • Form
  • Menu (if Custom Form)
  • Window (if Custom Form)
  • Record Restoration Method
  • Selected Record (if applicable)
  • Filters (if applicable)
  • Data Carry (if applicable)

Trigger Restore Record Event with Current Form

To trigger the Restore Record event using the current form:

1. Action: Ensure the trigger conditions are met (e.g., record selection).

Expected Outcome:

• The system should prompt the user to select and restore the record.

Trigger Restore Record Event with Custom Form and Set Constant Record

To trigger the Restore Record event using a custom form with a constant record:

1. Action: Ensure the trigger conditions are met (e.g., record selection).

Expected Outcome:

• The system should restore the selected record.

Validate Restored Record

To verify that the record was restored correctly:

1. Action: Check the record details.

Expected Outcome:

• The record should be restored in the system with the same details as the original.