Custom Links

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: 

  1. Navigate to the Custom Reports and Links page from the Main Menu. The Custom Reports and Links page opens.
  2. Click Add. The Add Custom Report or Link window opens.
  3. 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 page or window. Specific pages or windows often have subject specific parameters available to pass to the custom link. For example, if an account window 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.
    • 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>
    • Sort Sequence: Determines where the link displays on the Main Menu or subject.
  4. Expand the Advanced section.
  5. 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.
  6. Click OK.

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Comments

38 comments

Date Votes
  • Lee Tickett (Tickett Enterprises Limited)

    Hi Zak, this should do the trick;

    <command wdwid="ES8300" function="openWindow" panel="Y"><parameters><parm name="WdwContextObjectID" type="integer">615</parm></parameters></command>

    0 upvotes

  • Maggie U.

    One of our developers passed this along for you to try. A little different from Lee's.

    <command wdwid="ES8300" panel="N" function="openWindow"><parameters><parm type="string" name="OrgCode">10</parm><parm type="string" name="AcctDesig">P</parm></parameters></command>

    0 upvotes

  • Zakaria Al-Alami (Jazz at Lincoln Center)

    Both of those approaches worked, thank you!

    (Lee: what wizardry did you use to figure out that parm name?!)

    Zak.

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    I did a grep in the v20 folder for wdwID and favID and then scouted nearby for something like contextobjectid or objectcontextid then bam!

    0 upvotes

  • Zakaria Al-Alami (Jazz at Lincoln Center)

    Hello.

    Any plans for allowing execution of "External Program" in v30 on a Mac? 

    Zak.

    0 upvotes

  • Maggie U.

    Hi Zak,

    This is not currently on our future roadmap.

    Thanks,

    Maggie

    0 upvotes

  • Brett Ward

    Curious, anybody had any luck with this? I'm experiencing the same issue trying to create a custom link for a view specific to our Event Sales accounts, but the link is directed towards the Accounts - All window.

    0 upvotes

  • Sam Wilson

    Hi Brett,

    For a configured view on the Accounts - Event Sales window, your command line should be similar to...

    <command wdwid="ES8070" panel="N" function="openWindow"><parameters><parm name="ViewID" type="integer">7156</parm></parameters></command>

    Make sure to change the 7156 to reflect the ID of your desired view. You can Manage Views on the window, or go to the Views page from the Main Menu to locate the ID for your view.

    Regards,

    Sam

    0 upvotes

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