Adding links, reports, and custom grids to a window

Links, reports, and custom grids allow you to view information important to your company directly inside TMW Back Office windows. Using the Advanced tab of the Add New Item window, you can add these types of items to a window:

Hyperlink

A link to an application, file, or URL

For more information, see Adding hyperlinks.

Report

A link to a SQL Server Reporting Services (SSRS) report

For more information on adding a report link, see Adding reports and embedded report viewers.

Workflow

A trigger for a workflow

Grid

A custom data grid based on a SQL query

For more information, see Adding custom grids.

WebBrowser

A webpage embedded in the host window

For more information, see Adding hyperlinks and embedded webpages.

ReportViewer

An SSRS report embedded in the host window

For more information on adding an embedded report, see Adding reports and embedded report viewers.

Accessing the Add New Item Advanced tab

You add the new link, report, or custom grid using the Advanced tab in the Add New Item window. To access this window:

Toggle into QuickDesigner mode.
Right-click in the appropriate location for the new item and select Add New Item.
The Add New Item window opens.
Select the Advanced tab.

Layout of the Add New Item Advanced tab

The Add New Item window’s Advanced tab contains four sections. The tasks you can perform in those sections are detailed in the following table.

Use the Link Type drop-down list to select the item type you want to add to the window.

Use fields in the Command section to enter the information required to add your item. The fields available in this section vary based on your selection in the Link Type field.

Use the Parameters section to configure the new item and pass information from the host window to the item. For more information, see Using parameters.

Use the Variables section to perform complex processing on data before passing it to the item. Variables allow you to combine data from multiple sources, perform simple if/then logic, and write database queries. For more information, see Using variables.

Additional configuration options

Once you have added a new item to a window, you can:

Changing options for existing items

Use this procedure to change options for existing reports, links, and custom grids.

The options in the Field Preferences window do not include error checking, field selection, or drop-down lists. Verify your entries are correct before accepting your changes.
You cannot change data parameters for existing items. To change data parameters, you must add a new item with the desired parameters.

Toggle into QuickDesigner mode.
Right-click in the item you want to modify and select Show Preferences.
The Field Preferences window opens.
Select the option you want to change and change the field value.

Note: The Field Preferences window shows a short description of the selected option at the bottom of the window.

For more information on report-specific options, see Configuring report options.
To apply your changes, click OK.