I have a question about the process action “Open document”.
I would like to click on a specific cell in a grid in order to open a new document as modal window. The process action has a input parameter which makes sure the document is indeed opened as modal window. However, I want this modal to only show the details of the line I clicked on. Is this possible?
As a workaround, I can:
start the table task with (a) table task parameter(s)
Open the document as modal
Filter the document using the table task parameter(s)
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Hi @NickJanssen,
It should be possible to achieve the desired behavior. A solution would be to introduce a detail tile that displays the details of the row you have selected. When you click on this detail tile while holding down the ALT key, the tile will open as a modal window. This approach ensures that the modal window only shows the details of the selected row and achieves the intended effect.
Does this help?
Hi @NickJanssen,
Did you have a chance to look at this?
Hi Jeroen,
Thanks for your reply.
I was aware of that option, but I do not think that it works intuitively for our end users: in that way we have to instruct all of our end users of the hotkey, which not everyone will remember as easily.
I think showing a modal is a very user friendly way to show a detail for some use cases, so we actually went for the process flow which opens the document as modal with some task parameters and filter on the document afterwards.
I personally think it would be a good idea to make this a default possibility to show a detail, on top of how detail tiles and tab pages work.
@NickJanssen That what you describe as workaround is currently indeed the way to get this working. Once the below Idea is finalized it should sort of merge the Open document and Change filter process actions which will ensure a more responsive behavior of the GUI.
What I wanted to double check with you: are you actually trying to open a Subject which has a Detail reference with the Grid record you’re performing the double-click on? If yes, a nicer solution for your scenario would be if we would support the ‘Open as’ Input parameter on the Zoom detail process action, in order for you to be able to open the Zoom detail as Modal document instead of a new Document. Please let me know if that would work for you!
@NickJanssen That what you describe as workaround is currently indeed the way to get this working. Once the below Idea is finalized it should sort of merge the Open document and Change filter process actions which will ensure a more responsive behavior of the GUI.
What I wanted to double check with you: are you actually trying to open a Subject which has a Detail reference with the Grid record you’re performing the double-click on? If yes, a nicer solution for your scenario would be if we would support the ‘Open as’ Input parameter on the Zoom detail process action, in order for you to be able to open the Zoom detail as Modal document instead of a new Document. Please let me know if that would work for you!
Hi Arie,
Yes that’s exactly what I’m trying to do: opening a subject which has a detail reference with the double clicked grid row. I tried the zoom process action and if this would open the detail as a modal, then this is indeed also very helpful!
Thanks
@NickJanssen Alright, thanks for the clarification! We have it on the radar to add this capability soon. Not sure if it will make Release 2025.1 though.
