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Custom Links

Article last updated on the 5th of March, 2021.

Contents

1. Introduction

The Custom Links feature in WorkPoint Express allows you to extend the usage of WorkPoint Express with custom links from the context menu on for example a company or a project.

There are many options for using this feature including other applications based on information placed in WorkPoint. Some examples will be given in the Examples section of this article.

2. Requirements

There are no requirements associated with the Custom Links feature.

3. Configuration

The Custom Links feature can be configured from the settings in WorkPoint Express:

  1. In WorkPoint Express, click the "Menu" button.
  2. In the menu, click "Settings".
  1. In the WorkPoint Settings window, open the "System" tab.
  2. In the System tab, open the "Custom Links" tab.

From the Custom Links tab, we can set up the various integrations and functions we want.

  1. A new entry can be made by selecting a site in the "Site" field. Any site added to your WorkPoint Express can be selected in this field.
  2. Select for which business module on the selected solution the function should work.
  3. In the "Name" field, you can specify the name of the function as it should appear when right-clicking an entity on the selected business module.
  4. In the "Link" field, you can provide the link for the function. This could e.g. be a link to a Microsoft Power App, a google search, or a call function. All of these will be shown as examples in the Examples section of this article.

4. Examples

In this section, we will provide examples of configurations and usages of various Custom Link functions.

   4.1. Linking to call function

In this example, we have created a Custom Link for a call function. This function allows us to right-click a company on a solution and select to call the phone number registered for the company:

  1. The site on which the function should be enabled is selected (in this case that solution is called "anm0011").
  2. The "Companies" module is selected, as the function is to call the phone number of the selected company.
  3. The function is given the name "Call Company".
  4. The link "tel:{wpPhone}" is given in the "Link" field. This line makes the function prompt the user for which program to use for making a call to the phone number listed in the "wpPhone" field on the selected company entity. The user can then e.g. select to use Microsoft Teams or another program to make the call for them.

The following shows the usage of the "tel:{wpPhone}" function:

  1. In WorkPoint Express, we right-click a company entity.
  2. In the menu, a new button has appeared. This is the "Call Company" button configured in the Custom Links settings. Clicking this button prompts the user to select a program to make a call to the registered phone number in the wpPhone field on the entity. In this example, we select Microsoft Teams. Teams then asks us the following:
Mette Thrane Pedersen | Microsoft Teams
  1. Clicking "Call" makes Microsoft Teams attempt to call the selected company. Note that the umber shown in this example is the phone number registered on the selected company.

   4.2. Linking to Google Maps

In this example, we will use the Custom Links feature to be able to click a button which opens a web browser and searches Google Maps for a location, based on the address of the selected company entity.

The configuration could look something like this:

  1. The site on which the function should be enabled is selected (in this case that solution is called "anm0011").
  2. The "Companies" module is selected, as the function is to view the location of the selected company.
  3. The function is given the name "View Location".
  4. In the "Link" field, we provide a link which uses some parameters from the selected Company entity in WorkPoint. The link is as follows:
https://google.com/maps/place/{wpAddress1}+{wpCity}

This link will perform a Google Maps search and use the parameters wpAddress1 and wpCity from the Company entity as search parameters.

The following shows the usage of this function:

  1. In WorkPoint Express, we right click the Company entity of which we want to view the location.
  2. We then click the "View Location" button which appears after the configuration has taken place.

This opens Google Maps in a web browser, with a predefined search parameter using the address information provided:

   4.3. Linking to a Microsoft Power App

In this example, we will use the Custom Links feature to create a link to a Microsoft Power App, showing some company information and some WorkPoint functionality.

The configuration could look something like this:

  1. The site on which the function should be enabled is selected (in this case that solution is called "anm0011").
  2. The "Companies" module is selected, as the function is to open a Power App showing Company information.
  3. The function is given the name "View Company Info".
  4. In the "Link" field, we provide a link to a Microsoft Power App which uses some parameters from the selected Company entity in WorkPoint. The link is as follows:
https://apps.powerapps.com/play/9208cc10-dea6-47e0-bb87-4c0f1f62282c?tenantId=0db2c88f-50f0-4bca-a5ae-6ad9fc3b0c65&source=portal&screenColor=rgba(0%2C%20176%2C%20240%2C%201)&Entity_Address={wpAddress2}&Entity_Title={Title}&Entity_CompanyId={wpCompanyId}&Entity_AccountNumber={wpAccountNumber}&Entity_Web={wpWeb}&Entity_Email={wpEmail}

Note that in the link to the Power App, we specify multiple parameters, e.g. "Entity_Address={wpAddress2}". Depending on the configuration of the integration between WorkPoint and Microsoft Teams, a range of different parameters can be sent to and used by the Power App. For information about the integration between WorkPoint and Power Apps, please visit this article.

Note that the link to the Power App can be found by launching the Power App from the Microsoft Power Apps Center.

The following shows the usage of the Custom Links feature to open the Power App specified above:

  1. In WorkPoint Express, we right-click the company entity for which we wish to launch the Power App.
  2. We then click the "View Company Info" button which we configured in the Custom Links settings.

This launches the specified Microsoft Power App with the provided parameters from the company entity (some meta data information, the address, and some contact information):

   4.4. Further examples

The following is a list of additional examples:

Send an e-mail

mailto:{wpEmail}

Open OneNote Notebook (located on a project site)

onenote:https://workpoint365.sharepoint.com{wpSite}/Notebooks/Project%20Notes

Send Instant Message

IM:<sip:{wpEmail}>

Invoke custom application 

MyCustomWorkPointScheme:{wpSite};{Title};{Author}

In order to register an application to handle a particular URI scheme, you have to make modifications to your Windows Registry 

Windows Registry Editor Version 5.00

[HKEY_CLASSES_ROOT\MyCustomWorkPointScheme]

@="URL:MyCustomWorkPointScheme"

"URL Protocol"=""

[HKEY_CLASSES_ROOT\MyCustomWorkPointScheme\shell]

@="open"

[HKEY_CLASSES_ROOT\MyCustomWorkPointScheme\shell\open]

@=""

[HKEY_CLASSES_ROOT\MyCustomWorkPointScheme\shell\open\command]

@="\"D:\\Development\\WorkPoint365\\TestApp\\WindowsFormsApplication1\\bin\\Debug\\WindowsFormsApplication1.exe\" %1"

5. Notes

Note that when using WorkPoint parameters in Custom Links, they must be encompassed in curly braces: { and }.

Also note that when using WorkPoint parameters in Custom Links, you must provide the internal name of the field (e.g. "wpAddress1" or "ccCustomerPhone").

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