BBCRM - UI Model Opens saved lists

Sarah Jane Keefer

I am trying to get creative with UIClickActions. I am able to get to a page, section and tab, but I would like to pass parameters to the list builder OR open a saved list within the list builder.  Any recommendations?

Thanks

Sarah Jane

Steven Finnell

Hello Sarah,


When it comes to passing values to parameters the only thing I can think of is to use javascript to pass the values you want into whatever location you want them to show up using some kind of event listener. What exactly that would look like I'm not sure.. Here's a link that talks about javascript actions:
https://www.blackbaud.com/files/support/guides/infinitydevguide/infsdk-developer-help.htm#../Subsystems/webshell-custom-actions/Content/WebShell/CreatingJavaScriptfor.htm%3FTocPath%3DCustom%2520Actions%7C_____4


As for opening a saved list, could you not just create a selection search parameter on whatever form you're looking to build that out on and use that instead?


Sorry if that's not extremely helpful.

Joseph Styons

Is the page custom, or OOB?  Is the Listbuilder custom?  If they are both custom, then you could do this:

1) When they click the action, save the parameters into a custom table as a row

2) pass that row's ID to the target page as a context record id

3) Modify the Listbuilder to check for the existence of a record in the 'parameters override' table, and if present, honor those filter vaules


-Joseph Styons

https://www.styonssoftware.com

Sarah Jane Keefer

Thanks for the response.

We used created a generic record operator that seems to be working out!