Defining Open Window actions to open forms
Use the Open Window action in:
- Active links
Use the Open Window action to open an 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 type | Description | Reference |
|---|---|---|
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.
| |
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. | |
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. | |
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. | |
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. | |
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. | |
Modify Directly | Opens a form in Modify mode and skips workflow events except for the Window Open and Display events. | |
Display Directly | Opens a form in Display mode and skips workflow events except the Window Open and Window Display events. | |
Popup | Opens a form like a pop-up menu on the browser. It behaves like an existing pop-up menu and cannot be decoupled from the parent 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.