Forum Discussion

Marco's avatar
Marco
Contributor II
2 years ago

How can I change the WFProfile and refresh my dashboard at the same time?

 I have this button that is replacing the value of the WFProfile with one from a parameter (which are all WFProfiles), and what I want it to do is that when I select a value, it updates in the workfl...
Dashboards
Parameters
  • JackLacava's avatar
    JackLacava
    2 years ago

    Display Components linked to Parameters are evaluated at display time, so you need a dashboard refresh to get things like Labels to update once you change their value. Seems to work here in v.7.4.2. Configuration:

    Button to trigger refresh and page change:

    Combo to choose the parameter value:

    label:

    Now, after I select a value from the drop down, clicking the button refreshes the dashboard (so the label displays the new value) and sends me to the new Workflow.

    I also tested it without the button, by placing the actions directly on the combobox, and it works in the same way.

    Edit: I noticed that things don't work properly if there is anything slightly incorrect - for example, i had my action set to "Change POV" instead of "Change Workflow" but with the Workflow syntax in arguments, and this broke any other action on that component.

JackLacava's avatar
JackLacava
Honored Contributor

Display Components linked to Parameters are evaluated at display time, so you need a dashboard refresh to get things like Labels to update once you change their value. Seems to work here in v.7.4.2. Configuration:

Button to trigger refresh and page change:

Combo to choose the parameter value:

label:

Now, after I select a value from the drop down, clicking the button refreshes the dashboard (so the label displays the new value) and sends me to the new Workflow.

I also tested it without the button, by placing the actions directly on the combobox, and it works in the same way.

Edit: I noticed that things don't work properly if there is anything slightly incorrect - for example, i had my action set to "Change POV" instead of "Change Workflow" but with the Workflow syntax in arguments, and this broke any other action on that component.

Marco's avatar
Marco
Contributor II
2 years ago

Hi JackLacava.
Is there a way to change the WFprofile of the POV without modifying the workflow being worked on, as currently, when selecting a value, it changes the WFProfile and switches to another dashboard?

  • JackLacava's avatar
    JackLacava
    Honored Contributor
    2 years ago

    NOTE: WFProfile is the workflow "being worked on", so if you change it from a Dashboard assigned to a "Workspace" workflow step, the WF view will inevitably switch away to the new one.

    However, if your Dashboard is not being executed as part of a Workspace step, you can switch WFProfile from an extender, in the background, like this:

    ' change the view
brapi.Workflow.General.SetSelectedWorkflowView(si, "Clubs.Forms", "Actual", "2020M1")
' signal to the dashboard that the view has changed. 
' Without this, the user would have to manually hit the Refresh Application button
Dim selectionChangedTaskResult As New XFSelectionChangedTaskResult()
selectionChangedTaskResult.WorkflowWasChangedByBusinessRule = True
return selectionChangedTaskResult

     

    • Marco's avatar
      Marco
      Contributor II
      2 years ago

      Thank you, I will try it to see if it works as I expect.