How to customize onclick behavior in reports?
In ListViews, this is accomplished by the Single Click event (or double-click, if that's your need) -- you need to provide a JS function.
Most times designers will want the users to open the item. These parameters are generally needed:
- where (in tab? in new window? if new window, what properties of new window?)
- which harness
In the v6.2+ Report-Definitions, I'm not sure where this went. There's no place to specify the onclick action.
And yet, it appears that Pega has a default action - opening it using the Review harness in the dashboard tabs. Unsure where that's set.
I'm aware you can also add Event Actions in the controls for each field -- though note that in v7, you need to actually click on the gear icon for a column to see if this is in effect.
[spunoff from Case browser for users ]
***Updated by moderator: Marissa to close post***
In ListViews, this is accomplished by the Single Click event (or double-click, if that's your need) -- you need to provide a JS function.
Most times designers will want the users to open the item. These parameters are generally needed:
- where (in tab? in new window? if new window, what properties of new window?)
- which harness
In the v6.2+ Report-Definitions, I'm not sure where this went. There's no place to specify the onclick action.
And yet, it appears that Pega has a default action - opening it using the Review harness in the dashboard tabs. Unsure where that's set.
I'm aware you can also add Event Actions in the controls for each field -- though note that in v7, you need to actually click on the gear icon for a column to see if this is in effect.
[spunoff from Case browser for users ]
***Updated by moderator: Marissa to close post***
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Accepted Solution
Pegasystems Inc.
GB
I am not sure if there is a way to customize the Report Definition click events as such. By default the behavior is to open the instance that you have clicked (on list reports anyway). You can use custom sections to display the data so perhaps something could be implemented in there (I would need to try)?
If you want to perform complex actions then the best bet would probably be to use the Report Definition as the source for a grid, and then use the grid row actions configuration.
BNY Mellon
US
Thanks for the explanation. My primedirective, in Pega or any other software, is where you make a decision for the user, document it, and, in general, allow the user to override it safely. This would be one of those situations!
IN RD you can't give custom actions on a row click. If the report is defined on any of Rule- or Assign- or Work- classes then on single click it will open the work object(this is internally decided). For all other classes single click doesn't invoke anything.