Custom links can be added to Momentus Enterprise dashboards or the Main Menu which will allow your users to access an external application. These can be a published website or an executable application. To create a custom link:
- From the Main Menu, search and select Custom Reports and Links. The Custom Reports and Links page opens.
- Click Add. The Add Custom Report or Link page opens.
- Enter the necessary information:
- Description - Name of the custom link that displays to users.
- Display - Where the link displays.
- In Subject - Displays the custom link on a specific screen. Specific screens often have subject specific parameters available to pass to the custom link. For example, if an account screen is selected, the account code is available as a parameter. The following fields become available:
- Subject - Feature of Enterprise the link displays.
- On Main Menu - Displays the custom link on the main menu. The following fields become available:
- Module Group - Main Menu group to assign to the link.
- Module - Subgroup to assign to the link.
- In Subject - Displays the custom link on a specific screen. Specific screens often have subject specific parameters available to pass to the custom link. For example, if an account screen is selected, the account code is available as a parameter. The following fields become available:
- Execution Mode - Type of link to use.
- External Program - Opens a local executable program/application. A UNC path is required. The local computer using Enterprise must have this path available so if multiple users are accessing the link, you need to make sure that every computer has access to the file. For example, \\serverName\$sharedFolder\application.exe.
- Command - Specific information for the link or custom report.
- Report - Opens an existing report previously configured on the Report Master page.
- URL - Opens a URL. For example, https://www.gomomentus.com.
- Command - Specific information for the link or custom report.
- Window - Opens an Enterprise page.
- Command - Specific information for the link, for example <command wdwid="AR9381" panel = "N" function="openWindow"></command>
- External Program - Opens a local executable program/application. A UNC path is required. The local computer using Enterprise must have this path available so if multiple users are accessing the link, you need to make sure that every computer has access to the file. For example, \\serverName\$sharedFolder\application.exe.
- Sort Sequence - Determines where the link displays on the Main Menu or subject.
- Expand the Advanced section.
- Select the Access Type for the link.
- Only One User – Only the selected user in the drop-down can view and use the link.
- Everyone – All users can view and use the link.
- Users and Roles – Only the selected users and/or roles can view and use the link.
- Click OK.
Comments
38 comments
Hi,
Can you give an example on how to configure a command to an application which needs parameters? The way this works seems to be different than v19
0 upvotes
Hello Tom.
When executing an application in Windows through the command line, we have the option to pass arguments after the name of the executable file, separated by a space. This is possible for either Console or Windows Forms applications. In order for this to work, the external application itself had be developed in such a way that is expecting these arguments.
Using the same example as this article, if we would like to pass an argument to notepad to open a file, this is what we would type on the "Command" area: C:\Windows\System32\notepad.exe C:\MyTextFile.txt
This will pass the path of the file we want to open when executing notepad. Is important to reiterate that notepad, when developed, validates if an argument is passed on the first position and assumes is a file path to be opened.
Ungerboeck allows you to sent system related parameters to pass as arguments to any of the external applications, and you can achieve that by clicking on the button right above the "Command" area that resembles a yellow asterisks (*).
I hope this is helpful. Our Client Care department would be glad to answer any questions you may have to help you configure your external application.
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Hi
Can we run a word document as a custom link if this is added to the report master?
If so how?
Thanks
Kris
0 upvotes
Hi Kris,
Have you tried just adding it as a 'Report' link? Once a Word doc is in the Report Master, I imagine the system treats is as a report so would be available to select as a custom report link.
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Kris, i'm not quite sure what you mean by "running a word document" but you should be able to use the execution mode "External Program" and either pass just the path to the document OR pass the path to winword.exe with the path to the document as an argument.
0 upvotes
Hi Sean
You can add the link within an event and choose the report, but the link doesn't show up within custom report and links.
Thanks
Kris
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Hi Lee
I've added the word document as a report to the report master and would like an action button to the report or to the custom report.
Do you have an example of the command path for an external program that would pull the word document from report master, I've added this as a template document as I have EZ sources I want to pull from EBMS.
Thanks
Kris
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That's unfortunate. I just tried and you are correct. Not sure why this would be? I'd log a ticket.
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So I'm looking to create a custom link to the Edit Event window of a specific event. I know the wdwid is EB8074 and I know the required parameter is called EvtID (not sure if Org Code is needed?)
What would the syntax be? I've tried:
<command wdwid="EB8074" function="OpenWindow" EvtID="12345"></command>
and similar.
For some reason it opens an Add Event window (even though that is EB8073)
0 upvotes
Sean - you have the right wdwid, but your syntax is missing a couple bits. Here's the full line that's working for me:
<command wdwid="EB8074" function="openWindow" panel="Y"> <parameters> <parm name="EvtID" type="integer">8038</parm> <parm name="FavID" type="integer">999</parm> </parameters></command>
(replace 8038 with your event ID)
Hope that helps!
Zak.
1 upvotes
Cheers Zak.
0 upvotes
Hi All,
Is there a list of wdwid's lying around somewhere? I am trying to add Merge Accounts tool as a button on the system administrator's All accounts window but don't know where to find it or how to configure it.
Regards,
Andrew
0 upvotes
Hi Andrew,
Not sure about a published list of wdwids but Shift + F9 while in the window in question will give you that info. However I believe the (stand alone) Account Merge feature is still v19.
0 upvotes
Hi Andrew,
if you need a action button "Merge Accounts in the "All Account" window you could add a action link "Merge Accounts" via the customer fields in the edit layout window. Then you can show it in the All Accounts window...
For Details please see the screen shots below...
Best greetings from Cologne
Markus Reusch
1 upvotes
Thank you Markus, I will investigate that as a solution :)
0 upvotes
Hi All,
Can I specify organization to the link ? I have multiple organization and would like show it in organization '10'.
Best regards,
KultanaA
0 upvotes
Hi Kultana,
If you are using a URL, you can add &OrgCode=xx where xx is the org code you want to access. We wouldn't recommend using this same logic for the Window execution as a window should only be opened from the organization you are currently in.
Thanks,
Maggie
0 upvotes
Hi Maggie,
Yes, I use the URL. Do you know how to limit custom link to show in only 1 organization? I have 3 organizations ( org code 10, 20 and 30) and would like to show custom links only in org code 10. How to get the organization parameter if display mode is "on main menu"?
Thanks,
Kultana A.
0 upvotes
Hi Kultana,
Custom Links are on the system level so they can't be hidden from other organizations.
Thanks,
Maggie
0 upvotes
Is it possible to add a dynamic org parameter (representing the current org) to a URL custom link, instead of hard-coding it? I see that there are parameters for current user, database, and database server.
0 upvotes
Hi Scott,
The organization parameter currently is not available as a parameter here. So you'll want to continue to hard-code this value.
Thank you,
Alex Hanson
0 upvotes
Hey folks - anyone figured out how to pull up a window by context? Example:
"Contacts - Event Sales" and "Contacts - Personnel" have the same WindowID, but are contextually different.
How do I get to "Contacts - Personnel" via a link? Feels like the ContextObjectID or LoadContextID found in the Diagonstics page would do the trick, but don't know the syntax for either parameter to use with <command...>.
Zak.
0 upvotes
Hello Zak;
Knowing which window and which context you are trying to trigger would help us identify our options. Are you trying to send users to an "Update Account" window, "Add Account" window, "Add Personnel Contact" window?
If you could share with us your User Cases and the Window IDs you have tried, we may be able to confirm if they are achievable and make some suggestions.
Thank you.
0 upvotes
Hello - I'm looking to send users directly to a "Contact - Personnel" search window with a specific view loaded, so that right clicking on a contact in the resulting grid and selecting Tools>Edit Personnel (v19) sends you to the correct Edit window (one that includes the Skills and Workforce Scheduling menu options).
Using ES8300 as the Window ID sends you to a generic Contacts search, who's resulting Edit Personnel (v19) window does not include the ability to assign Skills.
Zak.
0 upvotes
Hi Zak, does this help at all? http://ungerboeck.tickett.net/index.php?title=Custom_Reports_and_Links
It describes how to link to a view.
L
0 upvotes
Thanks, Lee - but it's not the View that's giving me issue (I've got the view coming up just fine!). It's that multiple Contact windows all have the same Window ID, regardless of their context... but they don't have the same contextual (right-click) menu behavior.
Screen shot of the Shift+F9 results from the Contact - Event Sales window
and from the Contacts - Personnel window
and from the Contacts window that is the result of a custom link
I'm trying to specifically call up the Contacts - Personnel window, to be able to use its contextual menu - and seeing that the ContextObjectID is what's different between the above three, I'm curious if there's syntax to be added to the <command> string that let's me reference ContextObjectID "Personnel (615)".
Zak.
0 upvotes
Hi Zak,
When using the URL construct to call these windows, I've been able to simply add "&ContextObjectID=615" to the URL.
Have you tried adding "<parm name="ContextObjectID" type="integer">615</parm>" to your command?
0 upvotes
Hey Sean - unfortunately that doesn't do the trick... nor does a "LoadContextID" parm.
Zak.
0 upvotes
Bugger. Worth a try though - there must be a way as the application knows how to call the windows. Good luck
0 upvotes
I'll do some digging when I'm back in the office. Teamwork!
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