When creating a custom link (see the Configuring Custom Links article), parameters from the software can be passed to an external application. For example, the event ID from the Events screen can be passed into a URL query string argument.
To pass a parameter from Momentus Enterprise to an external application, follow the below steps:
1. From the Main Menu, click the Custom Reports and Links link.
2. On the Custom Reports and Links screen, click the Add button.
3. On the Add Custom Report or Link screen, enter the necessary information:
- Description - Enter the name of the custom link which will display to users.
- Display - Select where the link will display.
- Module Group - If On Main Menu is selected in the Display drop-down, select the Main Menu group to be assigned to the link.
- Module - If On Main Menu is selected in the Display drop-down, select the subgroup to be assigned to the link.
- Subject - If Subject is selected in the Display drop-down, select the area of the software the link will display.
- Execution Mode - Select the type of link to be used.
- Command - Enter the command to be used to open the link. The list of parameters available for the selected Subject or for the Main Menu can be seen by clicking on the first button on the top-left corner of the Command editor. When clicking this button, a screen will display and a parameter can be selected to be included in the command.
- Sort Sequence - The sequence value determines where the link will display on the Main Menu or on the Subject.
- Access Type - Select who should be able to see and use the custom link.
- Only One User - If selected, only the user selected in the User drop-down will be able to see and use the custom link.
- Everyone - If selected, all users will be able to see and use the custom link.
- Users with Roles - If selected, only users assigned to the selected role(s) will be able to see and view the custom link.
4. Click OK.
Comments
6 comments
Hello,
A point of clarification on the above steps: when the Execution Mode is set to "Window", the Command Editor changes to a single entry field, and in turn loses the "top-left" button that gives access to available parameters.
In which case: where does one find the list of parameters (and acceptable syntax) that can be used in a Window command?
E.g. I'm looking for the Note Class parm name, to add to the following window command (which currently creates a new note in a designated event, and which I'd like to have also automatically set a Note Class):
<command wdwid="AA9472" function="openWindow" panel="Y"> <parameters> <parm name="EvtID" type="integer">5143</parm> <parm name="FavID" type="integer">999</parm> </parameters></command>
Thank you.
Zak.
0 upvotes
Hello Zak,
Thank you for submitting the question, which is a very good one, by the way.
I don't believe we have a list of parameters per window available on the system, nevertheless, you can create a EZWritter Source and a WRI page that lists the results of the following query (where the value of US697_WDW_ID should be the ID of the window you want to call):
SELECT *
FROM MM060_PARAMETERS
INNER JOIN US697_WDW_PARMS ON
MM060_ID = US697_PARM_ID
WHERE US697_WDW_ID = 'AA9472'
I found something interesting doing this exercise, as the specific window you are using (AA9472) does not return any parameters, nevertheless, if does accept some, as I see you already know by your example.
This leads me to believe that windows like AA9472 could be inheriting parameters from other windows and it may accept some parameters, even when the parameter list is not explicitly showing any. In order to provide you with a definitive answer, we would have to summon our application architects and do a bit of research, which may not happen quickly.
Thank being said, the link you are looking for should look like this (where "ADVFOH" is an example of a Note Class already configured in the system):
<command wdwid="AA9472" function="openWindow" panel="Y"><parameters><parm name="EvtID" type="integer">5874</parm><parm name="NoteClass" type="string">ADVFOH</parm></parameters></command>
To your original question... how did I know to use "NoteClass" as a parameter for that window? And the answer to that is... that I didn't.
By running the SQL statement above (removing the WHERE clause) I pulled all the parameters accepted by the system's windows and specifically looked for any parameters that would make reference to a Note Class. I found one that, while it is registered to be used by another window, it actually works with AA9472.
I do apologize for not being able to provide a complete explanation of how this process works, but I hope that some of this information is useful for this specific scenario and perhaps some future ones.
Thanks again.
0 upvotes
Ricardo,
Thank you for digging into this.
Simultaneously to posting here I came across the below forum post about the same topic, that also suggested the SQL statement (which I have since used to create a Crystal Report that I can run from the dashboard):
https://supportcenter.ungerboeck.com/hc/en-us/community/posts/209879807-Window-Parameters
The "NoteClass" paramount does indeed work, though it only sets the class in the new note and does not recall that class's template. Any tips on getting that to work?! Or is this something that "should work" and warrants a ticket?
Thanks again,
Zak.
0 upvotes
Hello Zak,
You make a good observation on your comment about the process not populating the template from the selected Note Class. When getting access to a windows from the system using the Custom Links, the parameters are used to reference existing data, not to populate the window we are opening (e.g. when calling the Event window, we can pass the "Event ID" parameter and the page will load the information of the Event matching the parameter's value, but we cannot pass an "Event Name" parameter expecting the link to populate the field automatically)
In your specific example, while the Note Class being passed as a parameter does pre-select the value on the dropdown, it will not trigger the process of loading the template associated with the Note Class and unfortunately we don't believe this is an expected behavior from our system.
Seems like you were quite close to achieve a "macro-like" functionality within our system, so kudos for the creativity. We are sorry to not be able to offer these type of flexibility within our system as I see how it could be a good tool to streamline processes and guarantee the input of clean data.
We appreciate your ideas and would invite you to make a suggestion for a future enhancement. If you have not submitted ideas before, you can visit the following link and send us your thoughts: https://supportcenter.ungerboeck.com/hc/en-us/community/topics
Thank you again for your comments.
0 upvotes
Hi
Can I include AP5185 in a parameter to open up the opportunities for accounts payable, I have noticed the window id for AP opportunities is ES8077, upon creating a link and using the view I have created in AP opportunities the link doesn't seem to be opening up and is taking me the event sales opportunities even though i have called the View using the view ID.
How would I create a link for the AP opportunities, is there a window I can use?
Thanks
Kris
0 upvotes
Hi Kris,
Sorry for the delay in getting back to you. I spoke with our Application Core Development team and in order to open the Opportunities | Accounts Payable window with a deep link you must include IssueClass=S at the end of the database URL you are using.
I hope this helps.
Ryan
0 upvotes
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