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Customer experience | Sales, Customer Insights,...
Suggested Answer

Open App or HTML-Site on Ribbon Button

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Posted on by 10

EN:

I want to select several records on a view and then click on a ribbon button, which opens a dialog in which I can still make settings. Specifically, it is about documents that are to be created and I want to select in the dialog then, for example, in which file format the document should be created.

I already have a smart button from the RWB for individual records that opens a canvas app in a dialog box.

Unfortunately, I can't find an approach to send multiple record ids to the app as parameters.

So I was wondering if it might make more sense to create an HTML site that gets the record ids from the RWB and then I trigger a flow with JS.

Have any of you had an issue like this before and can tell me which approach I should pursue?

DE:

Ich möchte auf einer View mehrere Records auswählen und dann auf einen Ribbon Button klicken, wodurch sich ein Dialog öffnet in dem ich noch Einstellungen vornehmen kann. Konkret geht es um Dokumente die erstellt werden sollen und ich möchte in dem Dialog dann z.B. auswählen, in welchem Dateiformat das Dokument erstellt werden soll.

Ich habe bereits für einzelne Rekords einen Smart-Button aus der RWB der eine Canvas-App in einem Dialogfenster öffnet.

Leider kann ich keinen Ansatz finden, mit dem ich mehrere Record Ids an die App als Parameter sende.

Daher habe ich überlegt, ob es vielleicht sinnvoller ist eine HTML-Site zu erstellen, welche von der RWB die Record Ids bekommt und ich dann mit JS einen Flow auslöse.

Hat jemand von euch so ein Thema schon einmal gehabt und kann mir sagen welchen Ansatz ich weiterverfolgen sollte?

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    It looks like a good usecase for my new pet-project - github.com/.../ABDialogsV2

    I'm still working on the documentation on how to open the dialog using JavaScript, but it's on the way.

    If you want to go Html/Js path you can check the following posts:

    butenko.pro/.../

    Also I recommend to use Custom Page over Canvas App:

    dynatecon.com/.../

  • Marcel93 Profile Picture
    10 on at

    Hey, thanks for your answer.

    I will try to keep your project in mind because we will probably need something like this in the future.

    But we've decided to go another way. We now open a QC per Button and do the rest with JS. It's not that elegant, but it seems easier for us now.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

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