Generic Report Command Extension

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.