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

Creating Workbook Plugins – Conditional Execution of GenericAction

This is part 5 in the series about creating Workbook plugins for Profitbase InVision.

Part 1 : The Basics
Part 2 : Reading data using the Sql Script Web Service API
Part 3 : Writing data using the Sql Script Web Service API
Part 4 : Publishing events to the Workbook
Part 5 : Conditional execution of GenericAction (this one)

Download : Source code and sample database

In this post, we’ll walk through how to configure what to do when the GenericAction of a plugin is called.

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Creating Workbook Plugins – Publishing events to the Workbook

This is part 4 in the series about creating Workbook plugins for Profitbase InVision.

Part 1 : The Basics
Part 2 : Reading data using the Sql Script Web Service API
Part 3 : Writing data using the Sql Script Web Service API
Part 4 : Publishing events to the Workbook (this one)
Part 5 : Conditional execution of GenericAction

Download : Source code and sample database

In this post, we’ll walk through how to publish events from a plugin, so that other components in the Workbook can react and do their thing.

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Creating Workbook Plugins – Writing data using the Sql Script Web Service API

This is part 3 in the series about creating Workbook plugins for Profitbase InVision.

Part 1 : The Basics
Part 2 : Reading data using the Sql Script Web Service API
Part 3 : Writing data using the Sql Script Web Service API (this one)
Part 4 : Publishing events to the Workbook
Part 5 : Conditional execution of GenericAction

Download : Source code and sample database

In this post, we’ll walk through using the Web Service API of InVision to write data to the database. As I mentioned in Part 1, InVision is built using AngularJS, so some experience with that framework is required.

Continue reading

Creating Workbook Plugins – Reading data using the Sql Script Web Service API

This is part 2 in the series about creating Workbook plugins for Profitbase InVision.

Part 1 : The Basics
Part 2 : Reading data using the Sql Script Web Service API (this one)
Part 3 : Writing data using the Sql Script Web Service API
Part 4 : Publishing events to the Workbook
Part 5 : Conditional execution of GenericAction

Download : Source code and sample database

In this post, we’ll walk through using the Web Service API of InVision to read from the database. As I mentioned in Part 1, InVision is built using AngularJS, so some experience with that framework is required.

Continue reading

Creating Workbook Plugins – The Basics

In this short series, we’ll walk through creating a simple Workbook plugin.

Part 1 : The Basics (this one)
Part 2 : Reading data using the Sql Script Web Service API
Part 3 : Writing data using the Sql Script Web Service API
Part 4 : Publishing events to the Workbook
Part 5 : Conditional execution of GenericAction

Download : Source code and sample database

Profitbase InVision is built using AngularJS (1.0 right now), so some experience with AngularJS is required for building plugins.

You can download the source code and sample database for this demo from the link above. I won’t talk about how I built the UI since there’s nothing InVision specific about it, it’s just standard HTML, CSS and AngularJS.

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