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Dialog

Overview

A Dialog in Solution Builder is a special kind of the Layouts which describes the appearance and the behaviour of the form for creating and modifying Objects. In general the properties and principlas of the Dialog are very common to Preview Layout, except the purpose of Layouts. Whereas the Preview shows Object details in read-only mode always on one view, the Dialog allows to edit the Object, and also provides a possibility to arrange controls on many Views. The Security model for Dialog also is more advanced, as besides having all the range of instruments Preview has, on Dialog it possible to setup Audience for a dedicated View.

As well as Previews, the System allows to setup unlimited amount of Dialogs for a specific Object Type, which could be configured in a way, to show different dialogs for editing the same Object, depending on current user or the UUX Application where the Dialog is opening. 

There are many options how the Dialog could be invoked, like executing action "Edit" from Preview or from Grid context menu, or just double click on Grid record, or on adding a new Object. All this events triggers a System algorithm which defined whether the Object can be open for edit at all and which of available Dialogs fits the better.

On the picture below you can see an example of a Dialog for editing a Person, where  (1) - list of available Dialog views (tabulators), and the active view is highlighted, (2) - display name of the edited Object, 3 - currently active Dialog view.

DialogOverview.png

 

Creating a Dialog

To manage Dialogs, in Administration, under User Interface > Layouts, select "Dialogs".
 
 
DialogEdit.png

 

Implementation

Fully identical to Preview Implementation

Appearance

The set of settings regulates how and where the Dialog  is designed to be shown.

Additionally to Appearance properties common for Dialog and Preview, the Dialog has:
Show As Wizard, a flag which switches the appearance of the Dialog to a wizard view. This options is very helpful when the Dialog is designed for only Object creation.

Purpose, specifies for handling which modification operation the Dialog is created. Using this option, it is possible to setup a dialog only for creating objects, or only for editing, or use default option which allows use Dialog both for editing and creation.

Permissions

See Preview Permissions

Help Configuration

The System gives a possibility to configure the Context help article, which will be accessible either from Preview menu, or on F2 hot key. Solution Builder allows to refer either the internal Knowledgebase Article as a Help Article for Preview, or define the external link.

Design Dialog Views

The same like for any other Layout Template available in Solution Builder to design the appearance of the Dialog, run action "Customize" for the Preview object, to open the Layout Designer

 

Security

The System has a Security flow which identifies whether the System will allow open a Dialog, which exactly Dialog need to be opened, and which of the designed Dialog Views need to presented. The picture belowe depicts this flow. 

DialogSecurity.png

To configure Security for Dialog, you have the following options:

1. "Set Audience" action. Setups audience of people who allowed to see and work with Dialog

2. Setup Audience for the Dialog Views. On dialog for creating Dialogs, proceed to tabulator Views, where all available views are listed. Select the View you would like to protect, and run "Set Audience" action for it. This configuration compliments the audience defined for overall Dialog.

2. Setup Permissions for appropriate Configuration Item. If the Configuration Item is not allowed to Read, Create and Update for current user, and Dialog does not configured to ignore CI permissions, the Dialog is not allowed.

Useful Links

Learn how to SET AUDIENCE for Dialogs. 

Learn how to Handle Concurrency Problem in Dialogs

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