This documentation supports the 22.1 version of Action Request System.
To view an earlier version, select the version from the Product version menu.

Defining Open Window actions to open forms

Use the Open Window action in:

  • Active links

Use the Open Window action to open an  AR System  form in one of nine window types. The window type determines the form open mode and general window behavior. The fields in the active link editor change depending on the window type selected to allow you to configure the appropriate options for the Open Window action.

The Open Window action includes the following window types.

Window typeDescriptionReference
Dialog

Open a form that acts as a dialog box from a parent form. The Open Window action defines what data is transferred from the parent form to the dialog box when the dialog box opens, and what data is transferred from the dialog box back to the parent form when a Commit Changes action occurs.

    • Data transfer from the parent form to the dialog box is based on the field mapping you create in the On Dialog Open Action table.
    • Data transfer from the dialog box back to the parent form is not automatic. You must create a Commit Changes active link action that executes before or when the dialog box closes to cause data transfer. The data transferred is determined by the field mapping you create for the On Dialog Close Action table.

Defining Commit Changes active link actions

Creating Open Window actions for dialog boxes

Creating display-only forms

Search

Open a form in Search mode, using the specified server and form. You can either set default field values in the opened form or map values from the parent form to the search form.

Creating Open Window actions for Search or Submit windows
Submit

Open a form in New mode, using the specified server and form. You can either set default field values in the opened form or map values from the parent form to the search form.

Creating Open Window actions for Search or Submit windows
Modify

Open a form in Modify mode, using the specified server and form along with a qualification to select the entries to be displayed when the window opens.

Creating Open Window actions for Modify or Display windows
Display

Open a form in Display mode, using the specified server and form along with a qualification to select the entries to be displayed when the window opens.

Creating Open Window actions for Modify or Display windows
Report

Open a report form to display the results of a search, using the specified server and form. You also specify the report form to use and the search criteria to select the records to include in the report.

Creating Open Window actions for reports
Modify Directly

Opens a form in Modify mode and skips workflow events except for the Window Open and Display events.

Creating Open Window actions for Modify or Display windows
Display Directly

Opens a form in Display mode and skips workflow events except the Window Open and Window Display events.

Creating Open Window actions for Modify or Display windows
Popup

Opens a form like a pop-up menu on the browser. It behaves like an existing AR System pop-up menu and cannot be decoupled from the parent window.

Creating Open Window actions for Popup window

Using a dynamic data source in Open Window actions

To create an Open Windows action that uses runtime information to identify the source server and form, specify SAMPLE DATA instead of SERVER for the data source. See Using a dynamic data source or destination in workflow
To use the SAMPLE DATA data source in an Open Window action, you must enter values into the Server Name and Form Name fields. The Form View setting is optional.

Allowing users to select a view based on preferences

You can create an alternate view of an existing view that can dynamically open at runtime for specific users. The user controls the view selection by setting the Open Window View Extension field in the user preferences. The alternate view must start with the same prefix as an existing view. For example, if an existing view has the label Inventory, an alternate view can have the label Inventory_Large Font. Select Inventory in the Form View field of the active link, and instruct users to specify _Large Font in the Open Window View Extension field in user preferences.

Was this page helpful? Yes No Submitting... Thank you

Comments