You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Generic Report Command Extension

Accepted answer
73
Views
4
Comments
edited Jun 13, 2022 4:13AM in General Technical Discussions 4 comments

Content

This extension is used to implement a custom action on BUI report. The extension comes with a config file which can be used to configure fields and other properties. This article will provide detailed instructions for configuring the extension along with a sample use case.

Sample use case: Approving Opportunities

Requirement: Approve or reject a list of opportunities from an analytics report. The report should have an Approve button and on clicking the button, a popup window should be displayed. The popup window should contain Approve and Reject buttons along with a text input for getting the action notes. Once the action has been performed, the extension should also store username of the updated person.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!