Embedding a record summary dashboard in a task

Richard over 7 years ago

We need to build a generic approval/routing process (many, many of our applications need this), and I'm wondering if there's a way to embed the dashboard summary (or some other view) in a task.

Ideally resulting task would simply contain the view and some additional textfields and appropriate buttons. The generic task shouldn't need to be aware of the specific interfaces.

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0 Stefan Helzle
A Score Level 3
over 7 years ago

Sure, just build the summary as a SAIL section and put it in all tasks. Task specific widgets go below. We do something similar in many projects. I suggest to make the interface of the section as simple as possible so it will only accept the ID of your case/request/whatever and loads all the data itself. This makes changes a lot easier.
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0 Stefan Helzle
A Score Level 3
over 7 years ago

Sure, just build the summary as a SAIL section and put it in all tasks. Task specific widgets go below. We do something similar in many projects. I suggest to make the interface of the section as simple as possible so it will only accept the ID of your case/request/whatever and loads all the data itself. This makes changes a lot easier.
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