Linking to Investment Staff Details

[Robert_Ensinger]

Hi all.

On an NSQL Portlet I'm working on, I need to link to the Investment Staff Details exactly like the link on the Portfolios --> Investments tab.

When I go to the Object to look at the Linking, I see a Investment Team Detail link...

... but in Clarity Studio's Link Settings on my Query - only Investment Properties is available.

 

When I dig deeper into the Link Settings on the Investment Object, Investment Properties makes sense (ID and Object Type)

When I view Investment Team Detail - I'm not familiar with this 'Form Folder ID'.

How can I (can I?) link to Investment Team Detail from a Query? If I can't, do I need to create a new Link?

[Robert_Ensinger]

The Team Object has a Link to Investment Staff (Team List) as well that is associated with the Investment Object

... but like above this is not available as an Action in my Query's Link Settings.

[Deactivated User]

Sound s very much like the no can do with the team staff for other work.

Resources link in Other Work list don't work

Consider using URL redirect.

[Robert_Ensinger]

Thanks for the link urmas. I ran a little spike today on Paul's javascript redirect and Sundar's link action update approaches. While both work - they're both work. What If we keep it simple? Get ready for this - I can't believe it works...

 

Problem statement: I need to link to the team on the different investment types in a Portfolio's contents in an NSQL portlet. As shown in the screen shots above, the action is projmgr.investmentRoster and you need to feed it an ID, creating a URL like  https://<your url>/niku/nu#action:projmgr.investmentRoster&id=<invesment id>. It is best if this is built & maintained through Studio only and requires no more than standard Studio knowledge, skills, tools & access (this requirement eliminates Paul and Sundar's approaches).

 

Solution:

1) Create a page and use projmgr.investmentRoster as the Page ID. Make it linkable.

2) Give it a Link Parameter to capture ID.

3) Put nothing on it.

4) Setup the link on your query as you normally would. Pass in INV_INVESTMENTS.ID to the ID parameter.

5) Looks like it's feeding the proper URL - does it work?

6) Ideas test out successfully linking to the Idea Team.

7) Projects test out successfully linking to the Project Team.

 

I have only tested this on Ideas & Projects but it is functioning as expected. I suspect it will work on the other objects too.

Part of me wants to call this a bug that you can create a page with an ID of an internal action... but the seasoned product guy in me says this is no accident. Welcome to an undocumented feature? Very useful.

 

It is possible this approach will work on the other linking problems in the other threads. This is also 'OnDemand' safe in that it only uses OOTB Studio capability.

 

HTH.

[navzjoshi00]

Thanks for sharing this, Rob

 

NJ

[Deactivated User]

Thanks, that looks like work to me as well, but less and simpler and no hacking and can be done on Ondemand.

A pretty neat trick, how did you come to think of it?

[Robert_Ensinger]

urmas wrote:

A pretty neat trick, how did you come to think of it?

LOL. A co-worker asked me the same question. My answer?

 

Imagination, determination and authority.

 

Let's all go do great things today.

[Deactivated User]

Many custom solutions in Clarity IT depend on the imagination and ingenuity of the developer. You are doing very well and thank you for sharing.

[Robert_Ensinger]

Hi all.

   To take this the last mile - just because you can doesn't mean you should. I've created an idea for making this simpler and 'in the box': Simplify Ability to Create and Manage System Wide Links. Please vote this up if you feel it will provide value to your organization.

[Robert_Ensinger]

I love the CA PPM Community Forums. Here I am a year and a half later with this same problem to solve again (this time linking into the Admin side of the tool). After an hour of failing trying to dynamically create the URL in NSQL, I come to search the forums to find I've already solved this problem a year and a half ago.

 

Too bad my memory doesn't work as well as this URL linking trick does.

[Robert_Ensinger]

Ha! And here I am yet again over another year later searching the forums for how to link to the Idea Team on an object based portlet. Good thing 'Search' works better than my memory!