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Allow opening forms directly from a given entry. The form can be opened with given data of the entry when the property forwardProperties
forwardFields
is configured.
Code Block |
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- label: 'New Opportunity' type: 'form' key: 'createOpportunity' icon: 'briefcase' showInTableHeader: false showInDetailList: true options: forwardPropertiesforwardFields: - COMPANY_REFERENCE, - COMPANY_NAME, - SOURCEID |
In this example, the form 'createOpportunity' can be opened via the button 'New Opportunity' inside the detail-view of an entry. The values COMPANY_REFERENCE
, COMPANY_REFERENCE
or SOURCEID
are passed into the form. The button has the icon 'briefcase'.
...
The icon property defines what glyph is shown in the button. The list of possible icons is based on the https://feathericons.com/ library and are open source. The feather icon site lets you search for icons and use the icon name inside the property (e.g. phone
).
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- label: 'Send Request'
key: 'requestMailto'
type: 'action'
icon: 'phone'
showInTableHeader: false
showInDetailList: true |
Tables
type: table
This type can be used to show a list of objects as a table. In conjunction with the ELO maps this can represent tables with columns and a given list of lines.
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- label: 'Taxes' key: 'map_objekte_TAX_AMOUNT' type: 'table' options: allowMarkup: markdown tableWidth: auto columns: - label: Net Amount field: TAX_AMOUNT_POS_NET - label: VAT in % field: TAX_AMOUNT_IN_PERCENT - label: VAT in € field: TAX_AMOUNT_IN_EUR showInTableHeader: false showInDetailList: true |
Options:
tableWidth
either ‘fixed’ or 'auto'
Download
type: download
This type will show a download button for the linked document (next to possibly defined actions). This type is only effective if the entry is connected to a document (currently only possible for entries coming from ELO sources). For this type the configuration value key
has no effect – it will therefore be ignored.
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This type will show a horizontal bar chart to use for visualizing progress or similar data. You can pass a configuration object where you can specify which keys from the entries the chart should use, and their color in the chart.
Info |
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The stacked bar chart relies on data fields that are sourced as number. |
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Code Block |
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- label: 'Progress' key: '' type: 'stackedBarChart' showInTableHeader: false showInDetailList: true options: defaultColor: '#0022dd', stackedBarChart: - key: 'Remaining' color: '#C6DDF0' - key: 'Spent' color: '#C99DA3' - key: 'Excess' color: '#996888' |
If you have an entry with these data fields:
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A stacked bar chart type with the above configuration will create a diagram that shows 50% Remaining “Remaining” in color #C6DDF0
, 40% Spent “Spent” in color #C99DA3
and 10% Excess “Excess” in color #996888
.