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    Umer
    Opening of different Custom Objects records in a Common...Answered
    Topic posted March 9, 2018 by UmerExpert 
    112 Views, 16 Comments
    Title:
    Opening of different Custom Objects records in a Common Workspace
    Content:

    I have a requirement which is opening of different Custom objects records in a common workspace. For example:

    Let suppose I have custom objects like CO1, CO2 .. COn. The fields in all the objects will be same only data will be different. 

    Now, let suppose there are reports R1, R2 are created on CO1, CO2 and on double clicking a record in the R1, R2 will open up in workspace W1. 

    I admit this is strange requirement but I am doing this as POC and need experts opinion that can we achieve this with any level of customization/configuration.

     

    Best Answer

    Suresh Thirukoti

    I see that with your flow, workflows will be constrained...so it would be better to do this way if you don't mind customization root

    1. Develop Report Add-In

    2. On click of it either in CO1 or CO2, copy values from the respective record of CO1 or CO2 and set it to Contact via API way (SOAP API way looks better)

    3. Then via AddIn method,  EditWorkspaceRecord() open the contact workspace dynamically

    ~Suresh

    Answer

    • Suresh Thirukoti

      Very strange indeed as Workspaces are tightly tied with respective objects....max we can do is to use Workflow and route intelligently to the respective record workspace based on certain criteria....

      In case you want to achieve closely, I can give some idea on how to achieve except Workspace W1 part I don't see any direct way.......

      • Develop an .NET User Control with the record layout you wish to with all individual fields ...
      • Add this to the ContentPaneControl
      • Develop Report addin and on click of it, execute the OpenEditor() method to open Content Pane Control

      This requires some Add-In expertise...

      ~Suresh

    • Pramod Vasudeva Murthy

      With help of Agent scripting and Workflows we can automate quite a bit. But still agree with Suresh on his steps.

      ~VIP

    • Umer

      Please can you explain this "With help of Agent scripting and Workflows we can automate quite a bit" .

      Thanks

    • Umer

      Suresh, I am currently trying to implement this:

      • Develop an .NET User Control with the record layout you wish to with all individual fields ...
      • Add this to the ContentPaneControl
      • Develop Report addin and on click of it, execute the OpenEditor() method to open Content Pane Control

      Please can you kindly explain these steps in more details like what type of addIn i should be creating first and what type of function it should have. Like I am not sure what type of AddIn will cover first point(User Control with Record Layout). I could not find a relevant template in the Visual Studio RightNow templates.This would be really helpful for me. 

    • Anuj Behl

      Hi Umer,

      Did you try the workflow method suggested here? I think if that works, it should be better choice since it involves no customization, just configurations.

    • Umer

      Thank you Anuj.

      But i will still require report AddIn right? If not then please can you explain steps how can i achieve it?

    • Suresh Thirukoti

      Umer - This is very heavy duty work....so as I and @Anuj said, its better to go with Workflows.....

      Still if you want to do...then take help from sample code

      http://documentation.custhelp.com/euf/assets/devdocs/unversioned/Connect_AddIn_Framework/Content/Resources/Sample%20Code/AddInSamples.zip

      1. Create ContentPaneControl addin (take a look at the code "Status Bar") and add an User Control with the Workspace object layout you wish...

      2. Create a report add-in (take a look at the sample 'Report Record Command')  and add to the custom object report

      ~Suresh

    • Umer

      Suresh. For the workflows, please can you list the steps which I need to follow and do this task.

    • Suresh Thirukoti

      Umer - For workflow assistance, visit the URL https://cx.rightnow.com/app/answers/detail/a_id/2814

      In high level or abstract way, below is the process

      1. Create a workflow of type CO1 or CO2  

      2. Create a decision box to check if its new or existing record

      3. Based on certain criteria again use Decision Box, branch out to the respective Workspace element (choose CO1,or CO2  or modified workspace of the respective type to show common field layout)

      4, Once you test and save it, assign it to the Profile against workspace magnifying icon

      ~Suresh

       

    • Umer

      Thanks Suresh.

      I will be opening a OOTB contact workspace and will be setting contact workspace field values as per the selected record from report. Can this be done in workflow?

    • Umer

      Can this flow be achievable ?

      • Open a report based on CO1 or CO2
      • Double click on a record in CO1 or CO2
      • A workflow will trigger
      • Workflow will copy values from CO1 or CO2 record and set it to contact
      • Workflow will show contact workspace

       

    • Suresh Thirukoti

      I see that with your flow, workflows will be constrained...so it would be better to do this way if you don't mind customization root

      1. Develop Report Add-In

      2. On click of it either in CO1 or CO2, copy values from the respective record of CO1 or CO2 and set it to Contact via API way (SOAP API way looks better)

      3. Then via AddIn method,  EditWorkspaceRecord() open the contact workspace dynamically

      ~Suresh

    • Umer

      Suresh. Thank you and I am understanding things now.

      One more thing, please is it possible to use TextBox controls on the workspace and set values in them via AddIn instead of using OOTB Fields which are bind to Contact Object?

      Because the purpose is to just display data on a common workspace and it should seems like OOTB workspace. This will avoid us creating separate separate workspaces for each CO.

    • Suresh Thirukoti

      I don't think via Add-In you can set values to Textbox control in Workspace......However, you can invoke NamedEvents via Add-In and then via Workspace rules you can set values to the Textbox control but not in dynamic way....

      ~Suresh

    • Umer

      Then only option left is your early mentioned approach. That is .net User Control to show as workspace and Reprot Record AddIn.