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Creating a Dynamic Drilldown


A dynamic drilldown links to a different view depending upon certain conditions, such as the value of a field. For example, NREC wants to configure the drilldown shown in Figure 23 so that it is dynamic. The requirement is the following:

  • If the opportunity sales stage is Prospecting, Qualification, or Closing, go to the Opportunity Detail - Activities view.
  • Otherwise, go to the Opportunity Detail - Contacts view. Note that this is the behavior of the existing drilldown object.

Dynamic drilldowns require one or more dynamic drilldown destination object types. Dynamic drilldown destination objects define the conditions that determine when to go to a particular drilldown object. They are child objects of a drilldown object.

For a dynamic drilldown, you define each candidate view by creating a drilldown object. You express the conditions under which each drilldown object should be activated by defining one or more dynamic drilldown destinations. Dynamic drilldown destinations are defined as child objects of the default drilldown object. When the conditions expressed in the dynamic drilldown destinations are false, the parent drilldown acts as the default.

For the current example, you need to do the following.

  • Define a drilldown object for the Opportunity Detail - Activities View (SCW).
  • Define destination drilldown objects as children of the Original drilldown object.

    NOTE:  Original is the existing drill drilldown object. It displays the Opportunity Detail - Contact view. This drilldown serves as the default when the conditions expressed in child drilldown destination objects are false.

To create a dynamic drilldown object

  1. In the Object Explorer, expand the Applet object type.
  2. In the Object List Editor, select the Opportunity List Applet (SCW).

    This is the applet from which the user can drill down.

  3. In the Object Explorer, select the Drilldown Object object type.
  4. In the Drilldown Object list, enter a new record using the values shown in the following table.
    Field
    Values for First Drilldown

    Name

    Activities

    Hyperlink Field

    Name

    View

    Opportunity Detail - Activities (SCW)

To create Drilldown Destination Objects

  1. Select the drilldown object to serve as the parent (default) of your dynamic drilldown destinations.

    For the current example, select the drilldown object named Original.

    The target view defined in this drilldown object serves as the default for when the conditions in the Drilldown Destination objects are false.

  2. In the Object Explorer, select Dynamic Drilldown Destination object type (a child object of Drilldown Object).
  3. In the Dynamic Drilldown Destinations applet, enter the records as shown in the following table.
    Name
    Field
    Value
    Destination Drilldown Object
    Sequence

    Prospecting

    Sales Stage

    01 - Prospecting

    Activities

    1

    Qualification

    Sales Stage

    02 - Qualification

    Activities

    2

    Closing

    Sales Stage

    03 - Closing

    Activities

    3

  4. Compile and Unit Test.

    Navigate to the Opportunity List Applet. When you drill down on the name column it takes you to Opportunity Detail - Contacts (SCW) view or Opportunity Detail - Activities (SCW) depending on the value of the Sales Stage field.

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