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Hi Everyone,
Hoping this is an easy answer.  Is there a way to utilize a custom action to change the view of a project?  
I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.

I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view.

 

Thank you!

 

 

Hi Shane

You could define a syntax in the Success section of the Custom Action, by selecting Open URL:

Use the function GetObjectViewUrl()

  • objectID = CurrentObject()
  • viewId = go to the Objects tab, search for View, select the relevant Gantt view
  • expirationDate = set an expiration date, for example Date(2030,12,31)
  • register = set to true
  • moreInfo = set to true

The syntax could then look like the following:

{GetObjectViewUrl(CurrentObject(),'kn7csguri7ui3m9tytx59v2l385',Date(2025,12,31),true,true)}

This will redirect the user to the defined view in a new tab, but it won’t allow to click or select a different view.

Hope that helps


Hi ​@Limori  - hope all is well.

Is there a way to do this relating to work items associated to the Project (e.g. Risks, Issues, Actions etc)

For example, have a custom action on the project to take the user to a view of the Project risks associated to that project (i.e. like they would normally see towards the bottom of the Project record).

Might seem a bit of a strange request, but we’re looking to have a sleeker main Project view, with custom actions that can then open / launch separate views / panels to the project related work items (like Risks).

Didn’t know if something like this is possible?

Many Thanks,

Sean


Hi Sean…. that is indeed a strange request - as the list of risks associated to the project are visible within the detailed view or even from the project list view.

If you create a view that is filtered to look only at risk associated to a specific project you could use she view URL and embed in a custom action - but that means different custom actions for different view, many different views for each project - this is just going to heavily load on system and possibly system performance and eating up your configuration quota.

I recommend to not go this path, but using the out of the box related item panels to see information in the right context.


Thanks Limor - that makes sense :) 


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