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Interactive prompt
Hi all, it is pretty straight forward in an dashboard extender rule to return a message box to be displayed to the user in the dashboard (like the picture below). The question I have is: is i...
Yes, its possible but will require building out a custom dashboard that displays when triggered. Many marketplace solutions have examples of this (example is in People Planning, Thing Planning, Capital planning, etc). When you click on any of the buttons on the top of those solutions tool bars, such as the delete register 'X' button, you will see a dashboard display. This allows you to entirely customize the look and feel of the prompt.
RobDessureault
OneStream Employee
OneStream EmployeeI looked at one of the Planning dashboards in the GolfStream app and came up with the following solution for my clients app.
Here is what the process looks like:
Summary:
Rather than the Copy button executing a DM sequence job which in turns launches a Custom Calc, the Copy button now launches a “dialog box” that renders a dashboard. The button in the dialog box then launches the DM sequence job.
Similar process for the “Clear” button.
Why? We want to eliminate a user accidently executing the copy/clear. A two step confirmation will avoid this.
Close button-> exits without executing anything - this is standard functionality of the dialog box.
Copy from Source period button -> executes the DM sequence job
The Copy Toolbar button:
The dialog dashboard:
The dialog button:
Hope this helps someone.
Rob,