Adding a new task to create queries

Alan French
Alan French
Tenth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud CRM™ General Discussions

Hi all, I came across a good suggestion on a webinar to add a new task to the analysis page to create queries without having to go all the way into the info library - I've created the task but I'm unsure which action I need to assign to it. I've tried several different pages and data forms and none of them have done what I've wanted - the closest I got was to take the user into the info library. Any help gratefully received!

Comments

  • Allen Roth
    Allen Roth
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Alan French
    The properties should be:

    • action type = ExecuteCLRAction
    • ScriptIdentifier Url = browser/htmlforms/platform/query/AdHocQueryNewAction.js
    • ScriptIdentifier ObjectName = BBUI.customactions.platform.query.AdHocQueryNewAction
    • ContextType = None

    • PostActionType = GoToSpecificPage
    • Page = Ad-hoc Query Results
    • Tab = General
    • ContextType = None
    • RefreshShellNavigation = False
  • Alan French
    Alan French
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Allen Roth thank you so much! Never would have got there by myself in a million years ?

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