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Defining a Fixed-Column Table Report

With some tasks, you may want to add a link to a message sent to a user that contains data too large for a message, for example, an message with a picture, abstract, and a link to a full article or report. This topic describes how to define a table report with fixed-column widths. The table report type can be displayed to an end-user when the URL for this table is clicked in a message. In the following illustration, the message sent to the end-user contains a link to the table report called Your Daily Tasks.

>>>>> gd2md-html alert: inline image link here (to images/image1.png). Store image on your image server and adjust path/filename/extension if necessary.
(Back to top)(Next alert)
>>>>>

alt_text

When the user clicks the link in the message, a fixed-column table report shows the data for the columns defined with a table header, optional table description, and a header row with fixed-column sizes as shown in the following illustration for the Your Daily Tasks report.

>>>>> gd2md-html alert: inline image link here (to images/image2.png). Store image on your image server and adjust path/filename/extension if necessary.
(Back to top)(Next alert)
>>>>>

alt_text

To define a fixed-column table report

To complete the following procedure, you must have already defined a task, such as an alert task, or information task, that you want to add a fixed-column table report link to. Complete the steps in the following procedure to define a table report with fixed columns.

  1. In Bot Builder, select the task for the Bot that you want to add a table report link to.

    Note

    Only unpublished tasks can be modified.

  2. Click the Settings icon, and then click Edit.

  3. On the Bot Response tab for the task that you want to add a table report to, click the Expand icon for the Report Template Definition section.
  4. In the Link Title field, enter the link text to display to the end-user in the task post, for example, Your DailyTasks.
  5. In the Header field, enter the title of the report to display when the table report is displayed to the end-user.
  6. In the Details field, optionally enter any end-user help information displayed directly below the Header in the report, for example, Here are the description details for the Your Daily Tasks list in Fixed Columns.
  7. In the Template drop-down list, select Fixed Column Table.
  8. Click Edit Template. The Table Configuration dialog is displayed.

  9. Click Add Column. The Column Configuration dialog is displayed as shown in the following illustration.

    >>>>> gd2md-html alert: inline image link here (to images/image5.png). Store image on your image server and adjust path/filename/extension if necessary.
    (Back to top)(Next alert)
    >>>>>

    alt_text

  10. In the Column Name field, enter the first column title, for example, Task – Fixed Column Report.

  11. In the Data Type field, select one of the following data types for the information displayed in the column:

    1. String
    2. Number
    3. Date

  12. Enable Is a link if the data in the column is a hyperlink. When enabled:

    1. In the Link Label field, enter the JavaScript to display the text for the link, for example, print(Name); .
    2. In the URL Value field, enter the JavaScript to display the data to output when the Link Label is clicked, for example, print("https://login.salesforce.com/" + Id);

  13. If Is a link is not enabled, then enter the JavaScript to display the value for the column, for example, print(StageName);.

  14. In the Display it as an image section, select Yes if the column value is an image.
  15. In the Display it as HTML section, select Yes if the column value contains HTML content.
  16. In the Is this column Sortable section, select Yes if the end-user should be able to sort the column.
  17. In the Fixed Column section, select Yes if the end-user is abled to set the column width

  18. Click Done. The Table Configuration dialog is displayed with the new column added as shown in the following illustration.

    >>>>> gd2md-html alert: inline image link here (to images/image6.png). Store image on your image server and adjust path/filename/extension if necessary.
    (Back to top)(Next alert)
    >>>>>

    alt_text

  19. Repeat Steps 9 – 18 for each additional column in the report, click Save to save the column configurations, and then click Close.

  20. In the Report Template Definition section, click Save to save the table report

    The table is saved Successfully saved response data message is displayed at the top of the page.