Links and Buttons to Take People Places
The Actions menu on cases, outreaches, etc. is great. But a common desire is to provide a way for a user to go somewhere "in context" on the page.
A simple example: You display the client's address on a case profile. Instead of making people go to the Actions menu and find the link that will let them edit the address, you can make the link to the Full Address field go to the same process:
The same thing inside a Flowblock:
Which option is best depends on context. Explore, test, delight your users.
Solutions
- Make a Field or Block Label a Clickable Link to an Auxiliary Process
- Process Button Block
- Links in Instruction Elements
- Hyperlink Block
Make a Field or Block Label a Clickable Link to an Auxiliary Process
On a case profile, you could make the All Phone Numbers link clickable:
With this configuration:
Or the Applicant Phone #s block label clickable:
With this configuration:
Process Button Block
The Process Button block puts a button on a page and runs a dynamic process inside a popup/modal window. This can be great, but is not the same as going to a full page on screen. Long forms and busy forms that do a lot of things may not work well. Test.
Nice use case: Put an Add Other Time button on the home page. Avoids the user needing to click the Timekeeping nav tab, then Actions, then Add Other Time.
Links in Instruction Elements
The Format as HTML option in an Instruction element supports basic HTML tags, including href tags to display a clickable link. Example to link to internal documentation:
Would display this:
Or an href link to an auxiliary form:
The href tag would look like this:
<a href="/matter/process/dynamic_138/form_loader:419/edit/">Update Demographics</a>
The link is part of the URL you see when you visit the form via an Actions menu or other link. The full URL to the "Update Demographics" form is as follows, with the part you want highlighted:
https://pd.legalserver.org/matter/process/dynamic_138/form_loader:419/edit/116677
Hyperlink Block
The Hyperlink block is