Now that Xtraction supports unique addresses to inidividual dashboards, documents, and reports, it is possible to have the various views in the Xtraction adapter include a URL to the related dashboard, document, or report. This way, clicking on the records in these record lists would trigger the assocated reporting object to load in a new window. This article steps you through the process of adding the URL using the Data Model Editor.
This article assumes you have a basic understanding of the Data Model Editor tool
Add new "Linkid" field
- Navigate to the "Dashboard Access" view
- Add a new field to the DASHBOARD table with the following properties
ID = LINKID
Text = Linkid
Data type = String
Expression = DASHBOARD.LINKID
NOTE: Only check the Active flag. Leave the rest of the flags unchecked.
Add the URL
- From the "URLs" tab of the "Dashboard Access" view property dialog, add a URL record with the following properties
- Add the following fields (in order) to the field list at the bottom: Linkid
ID = XTRACTION_DASHBOARD
Text = Xtraction Dashboard
NOTE: In the URL property, replace "[XTRACTION_SERVER]" with the appropriate server name.
Repeat the Last Two Sections
Repeat the last two sections ("Add new Linkid field" and "Add the URL"), for each additional view in which you would like the link to work.
Possible views include:
NOTE: The Scheduled Tasks and Favorite Folders views, if available, already have the URLs defined
NOTE: The field and URL information are slightly different for document and report views, compared to the dashboard view details in the previous steps. The differences are as follows:
"Add new Linkid field" Section
For Document and Report related views, the Linkid field is added to the DOCUMENT and REPORT tables respectively.
"Add the URL" Section
For Document and Report related views, the URL string should be changed such that the work DASHBOARD is replaced with DOCUMENT and REPORT respectively