Configuring Handlers
Last updated
Last updated
Handlers are way to make a dashboard interactive and to do many other useful things. They can:
Show object details
Display a form or component
Navigate to web page (internal or external)
Execute actions and action groups
Make changes in Kanban layout
Launch custom events
Handlers can return results of Success and Error types.
These Successes and Errors can have their own handlers, and this allow user to trigger chains of handlers.
Handlers can be set to dashboard elements user can interact with:
Card layout elements
Handlers can be set in two views of configurator: old and new.
The old view is commonly used. To show it go to proper element (e.g., cell) and click "Configure Handler" button or go to element (e.g., button) editor and switch to Handler Configuration tab:
In both cases the handler editor will be shown:
Select handler type in the "Type" picklist. Depending on your selection other columns in handlers editor will contain different fields and elements.
See "Handler Types" section below to view configuring of different types of handlers.
This view is available for some elements (e.g., Card Components). Go to proper element and expand "Handler" section. Click "Edit Handler" button:
The handler editor will appear in popup. By default it will contain nothing. Select handler type in the "Type" picklist. Depending on your selection different fields and elements will appear next to it:
This type of handler when triggered will show a window with specified form. To configure it:
Select "Form" in the "Type" field in configurator
Select necessary form in the "Value" lookup or click "Add New From" button to open form builder
Select if form will be opened in the same browser window or in the new one
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Form have 2 default parameters that should be set:
Mode ("edit", "new" or "view") - specifies how form should be shown
id - specifies source record ID which data will be taken to populate form and further work with (not necessary for "New" mode)
Click ">>" button to open parameters builder. Click "Add" link to add more parameters and specify them:
This type of handler when triggered will call specified API method of open form. To configure it:
Select "Form API" in the "Type" field in configurator
Select necessary method in the "Value" lookup (e.g., "Execute Action")
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Form API handler has no default parameters. Required parameters are determined by selected API method (e.g., "Execute Action" method needs id of the form and action name):
Note: you need to know Form API methods from your system administrator.
This type of handler when triggered will navigate you to the specified Visualforce Page from current organization (in new browser tab). To configure it:
Select "Visualforce Page" in the "Type" field in configurator
Select necessary Visualforce Page in the "Value" lookup
Select if Visualforce Page will be opened in the same browser window or in the new one
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Visualforce page has no default parameters:
This type of handler when triggered will navigate you to the specified web page (in new browser tab). To configure it:
Select "Url" in the "Type" field in configurator
Type necessary URL in the "Value" text input
Select if URL will be opened in the same browser window or in the new one.
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea.
URL has no default parameters:
Only relative URLs (pages on the same server) can be opened in the same window. External URLs are always opened in the new window due to security reasons.
You should provide a full URL with network protocol prefix. Without it system will treat URL as relative.
This type of handler when triggered will display the Lightning Component. To configure it:
Select "Lightning Component" in the "Type" field in configurator
Select a component in the "Value" lookup
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Lightning Component has no default parameters:
This type of handler when triggered will open the page with object specified by its ID. To configure it:
Select "SObject" in the "Type" field in configurator
Type ID or API Name(in case of new record) of the SObject in the "Value" text input. Any object is allowed - system will show its details in the same page
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
SObject has no default parameters:
This type of handler when triggered will execute the specified action or action group. To configure it:
Select "Action" or "Action Group" in the "Type" field in configurator
Select an action or action grroup in the "Value" lookup or click "Add New..." button to create new action or action group in the other browser tab
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Action or action group can have different parameters. There are 2 default parameters pre-defined (but not mandatory):
source - provide the ID of the record that will be a source of action data
variables - provide initial variables with their values in JSON format (like {"variable1":"value1","variable2":"value2"})
The action or action group can be executed successfully or with error. To do something with these results additional handlers can be added to action / action group success and error. Handlers can be added several times and form a chain - this is a simple way to program complex behavior. To remove an additional handler click "Delete Handler" button:
Note: If handler that can not have child handlers becomes parent, it will loose all children.
This type of handler when triggered will call the specified method of Kanban API that add some interactivity. To configure it:
Select "Kanban API" in the "Type" field in configurator
Select a Kanban API method in the "Value" picklist
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
Kanban API methods do their specific actions and return successful result. This result can have an additional handler. Add this handler by clicking "Add Success Handler" button and configure it (and next-level handlers, if needed) in the same way as for Action / Action Group handler.
This type of handler when triggered will launch specified event. To configure it:
Select "Fire Event" in the "Type" field in configurator
Click "Parameters" button to configure parameters or paste correct JSON with parameters into textarea
To learn more about Kanban API methods refer to the .
Type event value in the "Value" field ()
