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action type - open page [2016/09/14 14:19] (current)
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 +~~NOTOC~~
 +====== Open Page ======
 +This action opens a [[Form Type - Page|page form]] (use a [[Field Type - Website|website field]] to open some other webpage). You may set new [[Context|context]] for that page.  This action belongs on a "Link is clicked"​ [[Automation Trigger|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 URLs|Custom URL]].
 +==== Choose a page to open ====
 +Select a page to open. To do this, first select a [[Table|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)
 +
 +{{ ::​action_page_open_1.png?​direct |}}
 +
 +==== Change the page's context ====
 +Force the page's context to change. When enabled, use the [[Query Builder|query builder]] to choose which [[Record|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)
 +
 +{{ ::​action_page_open_2.png?​direct |}}
 +
 +==== 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.
 +
 +{{ :​dialog_with_modal.png?​nolink&​650 }}
 +
 +
 +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.
 +
 +{{ :​dialog_without_modal.png?​nolink&​650 }}
 +==== 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)
 +
 +{{ ::​action_page_open_3.png?​direct |}}
 +
 +==== 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
 +
 +{{ ::​action_page_open_4.png?​direct |}}
 +
 +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.
 +
 +{{ ::​action_page_open_5.png?​direct |}}
 +
 +==== Describe this action ====
 +Useful as a comment, this description will overwrite the automatically generated description in the [[Action Manager|Action Manager]].
 +
 +==== Video References ====
 +
 +[[Platform Release Notes#​Platform Version 15071115|Platform Version 15.07.1115]]
 +{{youtube>​2s0SME5Ro-U?​large}}
action type - open page.txt ยท Last modified: 2016/09/14 14:19 (external edit)
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