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customization:lime-links [2014-01-23 15:57] Martin Berg [LIME links] |
customization:lime-links [2018-12-02 22:09] (current) |
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- | ====== | + | ====== |
- | LIME links are direct shortcuts to a record or a feature in LIME Pro. Examples of where LIME links are used in LIME Pro is in the " | + | Lime links are direct shortcuts to a record or a feature in Lime CRM. Examples of where Lime links are used in Lime CRM is in the " |
- | You can also build your own LIME links. The following links could for example be embedded in web page: | + | You can also build your own Lime links. The following links could for example be embedded in web page: |
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===== Format ===== | ===== Format ===== | ||
- | A LIME link follows this formatting scheme: | + | A Lime link follows this formatting scheme: |
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^ Parameter ^ Description ^ | ^ Parameter ^ Description ^ | ||
| CLASS | Database name or label of a LIME table.| | | CLASS | Database name or label of a LIME table.| | ||
- | | DATABASE | The name of the LIME Pro database. | | + | | DATABASE | The name of the Lime CRM database. | |
- | | LIMESERVER | The name of the LIME Pro server. | | + | | LIMESERVER | The name of the Lime CRM server. | |
| COMMAND | The command to execute. | | | COMMAND | The command to execute. | | ||
| PARAMETER | Parameter name. Every command accepts different parameters, more info below. | | | PARAMETER | Parameter name. Every command accepts different parameters, more info below. | | ||
| VALUE | The value to use for the specified parameter. | | | VALUE | The value to use for the specified parameter. | | ||
- | An example of a LIME link that opens a specific record and where CLASS refers to the database name of a table: | + | An example of a Lime link that opens a specific record and where CLASS refers to the database name of a table: |
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===== Built-in commands ===== | ===== Built-in commands ===== | ||
==== Open ==== | ==== Open ==== | ||
- | The //open// command opens the specified record in LIME Pro. The record ID must be specified as a parameter having the name // | + | The //open// command opens the specified record in Lime CRM. The record ID must be specified as a parameter having the name // |
Available parameters: | Available parameters: | ||
^ Parameter ^ Description ^ | ^ Parameter ^ Description ^ | ||
- | | idrecord/ | + | | idrecord/ |
| activeexplorer | Specifies which tab that is to be set as the active tab when the record is opened. Note that it is the name of the relation field that should be specified here. | | | activeexplorer | Specifies which tab that is to be set as the active tab when the record is opened. Note that it is the name of the relation field that should be specified here. | | ||
- | | field/value pair | Use only if the record ID is not available. | + | | field/value pair | Use only if the record ID is not available. |
=== Examples === | === Examples === | ||
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| ownerclass | The name of the class of the parent record. | | | ownerclass | The name of the class of the parent record. | | ||
| ownerid | The ID of the parent record. | | | ownerid | The ID of the parent record. | | ||
- | | ownersource | The parent record ID can be automatically set by LIME Pro. Valid values are '' | + | | ownersource | The parent record ID can be automatically set by Lime CRM. Valid values are '' |
- | | ownerfield | The name of the field that links to the parent record. If not specified | + | | ownerfield | The name of the field that links to the parent record. If not specified |
| autosave | When set to '' | | autosave | When set to '' | ||
| field/value pair | Specify values for fields in the record. | | | field/value pair | Specify values for fields in the record. | | ||
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==== MailTo ==== | ==== MailTo ==== | ||
- | The //mailto// command creates a new e-mail message in the same manner as when an e-mail address is clicked by the user in LIME Pro. The following link creates an e-mail for //Nisse// at // | + | The //mailto// command creates a new e-mail message in the same manner as when an e-mail address is clicked by the user in Lime CRM. The following link creates an e-mail for //Nisse// at // |
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==== CallTo ==== | ==== CallTo ==== | ||
- | By using the //callto// command | + | By using the //callto// command |
- | The following is a LIME link that dials Lundalogik Customer Support when executed: | + | The following is a Lime link that dials Lundalogik Customer Support when executed: |
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==== Appointment ==== | ==== Appointment ==== | ||
- | The '' | + | The '' |
- | The following example creates an appointment with the person having record ID 1001 and sets the subject to //LIME Pro kick-off//: | + | The following example creates an appointment with the person having record ID 1001 and sets the subject to //Lime CRM kick-off//: |
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- | Create a new appointment with the company having record ID 2001 and set the subject to //LIME Pro kick-off//: | + | Create a new appointment with the company having record ID 2001 and set the subject to //Lime CRM kick-off//: |
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^ Parameter ^ Data type ^ Description ^ | ^ Parameter ^ Data type ^ Description ^ | ||
- | | Class | LDE.Class | The class that the LIME link concerns. | | + | | Class | LDE.Class | The class that the Lime link concerns. | |
| Command | String | The name of the command. | | | Command | String | The name of the command. | | ||
| Parameter | String | The parameter string. | | | Parameter | String | The parameter string. | | ||
- | | Handled | Boolean | Should be set to '' | + | | Handled | Boolean | Should be set to '' |
- | Given the following | + | Given the following |
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===== Javascript support ===== | ===== Javascript support ===== | ||
- | To simplify the creation and execution of LIME links Lundalogik provides a Javascript helper class that can be found in the '' | + | To simplify the creation and execution of Lime links Lundalogik provides a Javascript helper class that can be found in the '' |
==== Execute ==== | ==== Execute ==== | ||
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==== Create ==== | ==== Create ==== | ||
- | Creates a LIME link with the specified command as its only parameter. | + | Creates a Lime link with the specified command as its only parameter. |
'' | '' | ||
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==== Click ==== | ==== Click ==== | ||
- | Executes the LIME link created using '' | + | Executes the Lime link created using '' |
=== Example === | === Example === |