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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: forwardFields: [' - COMPANY_REFERENCE' ,' - COMPANY_NAME,SOURCEID'] - 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'.
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Code Block |
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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
.