Custom report menu links

As of build 2762 of InFront 3.2 we support creating custom links behind the gear icon on every report. The functionality is configured by entering an anchor tag <a ….. />,  or a plugin name  e.g. <mycustomlink>, on the report property called “Menu custom HTML or plugins”.

Example : The following value :

<a href=”http://www.profitbase.com”>Profitbase link</a>

Will result in a report menu looking like the following:

In the bottom of the report menu we now have a new link that on click will open a new tab in your web browser leading to the www.profitbase.com web site.

If more advanced functionality is needed including dynamic content and translation, a plugin must be defined configured into the given property

Card Mode – divide, conquer and integrate

InFront Card mode enables integration of InFront into a different webpage/system. The ‘mode’ is enabled by adding “home/card/” to the base url.
Example:

http://localhost/infront/home/card/

When using this mode, all surrounding elements to the data will be removed. This means, no menu, no bookmarks, no filter selections, no header section, no bottom section. The only part that is left is either a dashboard with its content or a report with its content.

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Using URL parameters to set filters and control navigation

Profitbase InFront supports a given URL format to control both initial filter states and the initial startup report/dashboard.

Startup control
When accessing InFront by using the base address

http://myserver/InFront

a lookup function will run that finds the report/dashboard matching the properties set on the first InFront role you belong to, and load (route to) this. The URL path in the browser will be changed to

http://myserver/InFront/#/dashboard/startupdashboard

if the startupdasshboard was found for your user.

However this an be overridden. Consider the following format :

Http://myserver/InFront/#/report/myreport

If you access InFront by hitting this address, it will override the function that found the “startupdashboard” and the “myreport” report will be loaded when you start InFront.

The important thing to notice here is that InFront should always be accessed by using the base address unless overriding the startup functionality is intended.

Controlling filter state
What is meant by this and what is the purpose? Well, being able to control the startup state of filters when starting the application gives the application a flexibility that can be exploited especially when starting InFront from another 3rd party system or when linking to InFront from another web page.

Setting filter members with uniquename
Consider the following url:

http://myserver/InFront/?filters=myFilterId:A,B,C

Here we can see that an URL parameter has been added :

 filters=myFilterId:A,B,C

The parameter ‘filters’ will tell InFront to look for a filter with filterId “myFilterId” and instantiate that filter with the filter members A, B and C. These values should be the ‘uniquenames’ of the members you try to set.

Setting filter members with search
Consider the following url:

http://myserver/InFront/?search=myFilterId,key:nn

The parameter ‘search’ with the given values will tell InFront to perform a a search in the filter with filterId ‘myFilterId’ for one or multiple members that has the value ‘nn’ as part of the ‘key’ member property value. The ‘key’ parameter can be omitted and if so, the search function will use ‘caption’ as default lookup property. The URL would then look like this :

http://myserver/InFront/?search=myFilterId:nn

In addition to this, the search value itself can contain matching syntax. If no matching syntax are found, the search will default to “contains”. So in the example given above the search function will match any members with property ‘caption’ that contains the value ‘nn’.

The following are examples of the other supported matching syntax.

StartsWith :     *nn      (notice the star)
EndsWith:     nn*         (notice the star)
Exactmatch:     =nn       (notice the equals sign)
StartsWith and EndsWith:     aa*nn      (notice the star)
Contains:     nn   (the default)

Notice this syntax is also valid to use in the search field of a standard searchable filter inside InFront. However the instantiation a filter at startup through this search functionality does not require the filter to be a searchable filter. It works just aswell on a filter that is defined to be a socalled ‘Browsable’ filter.

Exceptions
If you are using InFront in ‘Card mode’ all filters can be set through this technique. If you are not using card mode, there are limitations linked to the period/datepicker filter, other filters that are instantiated with values by the system during startup and also with filters using the the ‘filter on filter’ functionality. Be aware of this or else you will end up with unwanted behavior.

The reason for this is  that InFront runs the loading of the datepicker and default filter values and this evaluation of URL string parameters in parallel for best possible performance..