Context: When working with certain biskits it may be useful to have a button at the bottom which can generate a report on that biskit.  This could be useful for quickly running a report specific to that Biskit.


Suitable for: Admins


Objectives: Setup a report, create a workflow to run it, create the button to link it to and enable it with the target Biskit


Steps:


Part 1: create the report

  1. Start by creating the report which will be associated with this Biskit.  A good example might be running a quick summary report containing key information about projects on the system.
  2. For this example we are going to get a button to link to the report we just created. On every page in Calpendo there is a unique token found in the URL (string following the #). For example in https://demo.calpendo.com/#Info&id=2&type=InformationPage the token would be ‘Info&id=2&type=InformationPage’. We can utilise tokens to configure buttons to link to specific pages or reports.
  3. Run this report and from the URL copy the string after the # for the token as in the below screen shot

Part 2: create the workflow to run the report

  1. Create a workflow with a user workflow event
  3. Following the user workflow event add a Biskit update action which will update the source #1 event and it's response
  4. For this Biskit update set the nextPageToken property to be the token for the page of the report you copied in step 2 or anything else you would like to link to

Part 3: Create the workflow button and link it to the target biskit

  1. Refresh the page so the workflow you just created is available
  2. In the workflow editor above the list of workflows on the left are four buttons.  Select the one marked 'Create workflow button'
  3. This will create a button which can be triggered to run a workflow
  4. Enter required information, similar to the screenshot below, for the button such as it's name and the workflow which will be run when clicked
  5. Choose the target Biskit on which this button will appear
  7. Once you have saved the button and gone to the Biskit to which you attached the button you will see the button available in the correct view