Adding Menu Items to the Workflow Progress Options Menu

Workflow Manager 2020

You can now add custom menu items to the Options menu on the Progress tab of the Workflow Request page.

Custom Items on Options Menu of Progress Tab of Workflow Request View

To create custom menu items on the Options menu, you need to add records to the AMS_CustomWorkFlowLink table in the database. The menu items can link to general URLs (using the LinkUrl field) or they can link to MVC controllers and actions in Workflow Manager (using the ActionName and ControllName fields).

Record Fields in AMS_CustomWorkflowLink Table
Using the LinkUrl Field to Specify Menu Item URLs
Using the ControllName and ActionName Fields to Specify Menu Item URLs

Record Fields in AMS_CustomWorkflowLink Table

The following table lists the fields in the AMS_CustomWorkFlowLink table that need to added for each record.

Fields in the AMS_CustomWorkFlowLink table

Field

Description

linkId

A unique identifier (GUID) that uniquely identifies the record in the table.

CompanyID

A foreign key from the AMS_Company table. Workflow Manager only shows menu items associated with the current user's company.

LinkText

The text that Workflow Manager will show on the Options menu.

LinkUrl

The URL to which Workflow Manager will navigate. This URL can be either of the following:

Absolute URL, such as http://www.server.com
Relative URL, such as /CustomWorkflow/Report.aspx

Note:Leave this field blank if you are using the ActionName and ControllName fields.

LinkTarget

The value for the target attribute on the link. Valid values include:

_blank

_self

_parent

_top

LinkParameter

Unused

ActionName

The MVC action name.

Note:Leave this field blank if you are using the LinkUrl field.

ControllName

The MVC controller name.

Note:Leave this field blank if you are using the LinkUrl field.

The following table shows example records.

Example Records for the AMS_CustomWorkflowLink Table

linkId

CompanyID

LinkText

LinkUrl

Link Target

Link Parameter

Action Name

ControllName

23383ff4-8d9f-48ac-b57e-8cfeff5640b9

879373fe-2322-43d1-8596-789aded5d6bb

Notes to QA

/ASReports/ApplicationReports

_blank

NULL

NULL

NULL

625deb46-fa7e-429b-8378-bdf821a3f99a

879373fe-2322-43d1-8596-789aded5d6bb

Hardware Tracking

/CustomWorkflow/HardwareTracking.aspx

_blank

NULL

NULL

NULL

879373fe-2322-43d1-8596-789aded5d6bc

879373fe-2322-43d1-8596-789aded5d6bb

Copy this Request

 

_self

 

copy

WFProgress

Using the LinkUrl Field to Specify Menu Item URLs

When using the LinkUrl field, Workflow Manager adds several arguments to the URL. The following table describes the arguments.

Arguments Added to a URL

Argument Name

Value

A

The ApplicationID for the current request, represented as a string GUID, such as:

ee278931-b80c-4c48-a6bf-ad39411dc9e1

cid

The ProjectID (a.k.a. the ContractID) for the current request, represented as a string GUID, such as:

06d14575-fb0c-40e4-9d94-1a0129e08692

pid

The PersonID for the currently logged-in user, represented as a string GUID, such as:

ed7aa499-4b72-4617-934b-76ce8ae69b53

The resulting URL will be similar to this one:

http://MyServer:81/CustomWorkflow/HardwareTracking.aspx?A=ee278931-b80c-4c48-a6bf-ad39411dc9e1&cid06d14575-fb0c-40e4-9d94-1a0129e08692&pided7aa499-4b72-4617-934b-76ce8ae69b53

Using the ControllName and ActionName Fields to Specify Menu Item URLs

When using the ControllName and ActionName fields, Workflow Manager appends a different set of arguments to the final URL, as show in the

Arguments Added to an MVC URL

Argument Name

Value

a

The ApplicationID for the current request, represented as a string GUID, such as:

ee278931-b80c-4c48-a6bf-ad39411dc9e1

cid

The ProjectID (such as the ContractID) for the current request, represented as a string GUID, such as:

06d14575-fb0c-40e4-9d94-1a0129e08692

pid

The PersonID for the currently logged-in user, represented as a string GUID, such as:

ed7aa499-4b72-4617-934b-76ce8ae69b53

The resulting MVC URL will be similar to this one:

http://MyServer:81/WFProgress/copy?a=ee278931-b80c-4c48-a6bf-ad39411dc9e1&cid=06d14575-fb0c-40e4-9d94-1a0129e08692&pid=ed7aa499-4b72-4617-934b-76ce8ae69b53