Open Page

This action opens a page form (use a website field to open some other webpage). You may set new context for that page. This action belongs on a “Link is clicked” automation trigger.

Note: Some of these mechanics have been altered as of Platform Version 15.07.1115

Explanation

Open page actions are used on link fields to open a page, which can either be in the current window, a floating dialog window, or in a popup.

Settings

Open the

Select how the page to open will be provided to the action.

  • Default Page - Opens the first page when found, looking for these things:
    • The page you were going to when you got redirected to an Authentication page.
    • Authenticated Users' Default Page as set through the Favorites system.
    • Authenticated Users' Default Page as is set on their User Record.
    • Application's Index Page, if there is one set.
    • Application's Default Page, if there is one set.
  • Page I choose - opens a Page associated with a Table
  • URI I choose - opens the URI given, like '/home'. This is useful for when you assign a URI to a page, or build a Custom URL.

Choose a page to open

Select a page to open. To do this, first select a table then select from a list of its associated pages. You may create a new page at this time. (Available only when “Page I choose” is selected)

Change the page's context

Force the page's context to change. When enabled, use the query builder to choose which record the opened Page will be about. Otherwise, the opened Page will be about the same record the link is about. (Available only when “Page I choose” is selected)

Open page using an insecure connection

Open the page using an insecure connection. When enabled, the page will open using http instead of the default https.

This option is incompatiable with Payment Fields and should only be used sparingly. It is designed for pages where there will be iFrame HTML in a Rich Text Field, or Formula Field where the iFrame's SRC is not HTTPS.

Enter a URI

Select the URI that was created as part of a Custom URL. (Available only when “URI I choose” is selected)

Page UI Treatment

Choose how you want the page to be treated. It can replace the current page, be opened in a floating dialog window, or as a popup window.

Window Name

If you would like to control which window the popup opens in then you can enter a window name. If a previous action opened a window of the same name then this action will open the page in that window. If there is no window with that name opened by the current browser window then a new window will be opened. If no window is specified then a new window will always open.

Open the Dialog as

Will be available on a future engine build.

A Modal Dialog is one in which the User cannot interact with the screen below the dialog, those elements are blocked. A Non-Modal dialog is one in which the User can interact with the screen below the dialog.

The images below shows a screen with a dialog window that uses modal. Notice how the screen behind the dialog window appears darker. This represents those elements being inaccessible by the User.

The image below shows a screen with a dialog window that does not use modal. Since the elements beneath the dialog window are accessible, they are not darkened as they would be if modal was enabled.

Window Placement

Will be available on a future engine build.

Determine the position of the dialog window, either within the current window or around the opening element.

  • Inside Window - Left Top: the popup will open along the upper-left corner of the browser window
  • Inside Window - Top: the popup will open along the center of the upper edge of the browser window
  • Inside Window - Right Top: the popup will open along the upper-right corner of the browser window
  • Inside Window - Left: the popup will open along the center of the left edge of the browser window
  • Inside Window - Center: the popup will open in the center of the browser window
  • Inside Window - Right: the popup will open along the center of the right edge of the browser window
  • Inside Window - Left Bottom: the popup will open along the bottom-left corner of the browser window
  • Inside Window - Bottom: the popup will open along the lower edge of the browser window
  • Inside Window - Right Bottom: the popup will open along the bottom-right corner of the browser window
  • Outside Element - Left Top: the popup will open at a diagonal outside the top-left corner of the opening element
  • Outside Element - Top: the popup will open outside the top edge of the opening element
  • Outside Element - Right Top: the popup will open at a diagonal outside the top-right corner of the opening element
  • Outside Element - Left: the popup will open outside the left edge of the opening element
  • Outside Element - Center: the popup will open in the center of the opening element
  • Outside Element - Right: the popup will open outside the right edge of the opening element
  • Outside Element - Left Bottom: the popup will open at a diagonal outside the bottom-left corner of the opening element
  • Outside Element - Bottom: the popup will open outside the bottom edge of the opening element
  • Outside Element - Right Bottom: the popup will open at a diagonal outside the bottom-right corner of the opening element

Note: For 'Outside Element' options, if there is insufficient space in the window to display the popup, its positioning will be adjusted to where there is available space.

Choose size

Select a size for the new popup page. Choose 'Other' to enter your own dimensions.

Change the behavior of the opened page?

By default, pages are opened in view mode and can be edited. Choose 'Yes' to override this behavior. If the page has custom behaviors set up, they will override this setting. (Available only when “Page I choose” is selected)

Select the modes to make available to the opened page

These are the modes that the page will potentially be able to use (Add, Edit and View). This will apply unless the page is set up to use custom behaviors

These settings could be used to open, for instance, a page setup to add Contacts to instead edit a Contact.

Select the mode in which the opened page will initially be displayed

Unless the opened page has been set up to use custom behaviors, the page will start in the mode chosen here.

Describe this action

Useful as a comment, this description will overwrite the automatically generated description in the Action Manager.

Video References

action type - open page.txt · Last modified: 2016/09/14 14:19 (external edit)
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