Dynamic links

A dynamic link allows the navigation between a report and another report, a dashboard, or an external session. When you create a dynamic link, you select an object to which the dynamic link gives you access. This object is called the destination. When you specify a destination, you can configure it with certain parameters of the source report, for example, setting a filter value, or specifying which report elements are visible or hidden.

You can set up more than one dynamic link for the same field in a report. However, when only one dynamic link is defined for a particular field, clicking on the link either opens a pop-up or displays the target object directly, depending on how the dynamic link is configured.

If you include a dynamic link in a dashboard, you can configure the block in which you want to execute the dynamic link object. See Create a Web Dashboard.

Create a dynamic link

To create a dynamic link:

  1. On the Main menu, select Dashboard design >Dynamic link.
  2. A list of existing dynamic links displays.
  3. Click the Add button to create a new Dynamic link. A new document opens and the Description tab displays
  4. On the Description tab, enter values for the following fields:
  5. Field Description
    Name A unique identifier for the dynamic link object.
    Description A user-friendly label for your dynamic link displayed across the GUI. The description can be internationalized (translated into the language defined for each user) using Internationalization tab. See Internationalize Web Dashboard.
    Sort order When many links are displayed on a column, you can set up a sort order to be applied in the pop-up menu. For example, if you have two links named A and B, enter -1 in the Sort order field of the link A so that the order will be B A. For no predefined order, enter 0, and sort order will be ascending.
    Entity Owning entity (see User access managment). A container with which the dynamic link is associated. This will impact the access rights for this dynamic link.
    From report The source Report where the dynamic link will be applied.
    Destination type Three destination types are available: Report, Dashboard, External session. The destination is the object to which the dynamic link provides access.
    Destination session The destination object depending on the destination type chosen above.
    Dynamic link preview When this option is checked a preview of the dynamic link will be available when executing the Dashboard. This option is enabled only for a Report destination type.
    Open destination in new window If you choose this option the destination object will be opened in a new window. This option is enabled only for an External session destination type.
    Open in pop-up This check box becomes active when the destination type is set to Forms and has effect on how the target form will be displayed. It can be displayed inline or it can be displayed as a pop-up.
    Refresh on validation

    This option is enabled when the following two conditions are met:

    • The dynamic link is configured between a report and a form object.
    • The “Open in pop-up” option is checked (in the dynamic link Description tab).

    When executing the dynamic link and this option is checked, after executing the link, the source report page is automatically refreshed.

    Version Version number of the object. Sentinel increments this number when the object is saved. Sentinel increments the correction number when the object is saved. This version number is used during XML export and import. See Import and export objects.
  6. When multiple links are defined for the same column in the source report, the links will be displayed in ascending order of classification.
  7. Go to the Properties tab to establish where to access the dynamic link in the specified report.
  8. In the Hypertext link on, select the field where you want the link to display.
  9. A dynamic link will be set for the column specified in this screen when the source report configured in the first tab is displayed. Before the dynamic link is displayed the system checks that the user has the necessary rights to the destination at Workspace level.

Certain information may be sent when the user navigates away from the source report:

  • A value from the data row (standard table)
  • A value from the data column (standard table)
  • A value from the data column (cross table)
  • A value from the filter applied to the source report

This data is submitted to any filters specified for the destination.

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