Navigate Options
You can set the Master Link Action, Action Buttons, and Link to Field settings.
Currently, Overcast offers the following navigation types.
- Overcast Component
- Moves to the specified Overcast Component.
- By setting the parameter mapping, the currently displayed data can be passed to the next component as a parameter.
- Overcast Component Dialog
- Open a Dialog on the current screen without screen transition and execute the Overcast Component.
- The parameter settings are the same as for the Overcast Component Type.
- Page Refernece
- If the display type is Lookup, it will navigate to the target record page.
- Only valid for Field Link.
- Detail Dialog
- When all the data cannot be displayed in a table display, etc., other data can be displayed in Dialog.
- Related data from other sections can also be viewed.
- Only valid for Field Link.
- Salesforce Flow Dialog
- Open Dialog and run Salesforce Flow.
- Supports Automated Flow and Screen Flow.
Location of navigation options
Master Link Action
The Master Link Action button is located in a different location depending on the component type, as shown in the image below for the Widget.
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To configure the settings, click on the button below to display the configuration dialog.
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Master Link Action supports the following Types.
- Overcast Componen
- Overcast Component Dialog
- Salesforce Flow Dialog
For details on how to set each navigation type, refer to "How to Set Each Navigation Type"
Action Buttons are a group of buttons that appear mainly in the upper right corner of the component. Multiple buttons can be placed.
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- Drag and drop to reorder
- Delete with the delete icon
- Open the edit dialog with the gear icon ( The changes to the buttons are the same as for the Master Link Action)
- Add Action Button to create a new Action Button ( The changes to the buttons are the same as for the Master Link Action)
Action Buttons supports the following Types.
- Overcast Componen
- Overcast Component Dialog
- Salesforce Flow Dialog
For details on how to set each navigation type, refer to "How to Set Each Navigation Type"
By clicking on a field in the table view, you can navigate to another overcast component, move to another record in Salesforce, or display a dialog.
Configure it by clicking on Navigation options.
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Field Link supports the following Types.
- Overcast Componen
- Overcast Component Dialog
- Page Reference
- Detail Dialog
- Salesforce Flow Dialog
For details on how to set each navigation type, refer to "How to Set Each Navigation Type"
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- Page Reference Setting
- Record Type : Currenty, can choose Record Page only.
- Add Attribute : Currently not used
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* To determine which record to go to, set the Lookup setting in the Display & Format Settings of the field, and use the data from the backend to go to the searched record.
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Common settings
Setup Button Label. (Action Button, Master Link Action)
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Navigation Options
Specify the Navigation Type.
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Overcast Component / Overcast Component Dialog
Target Selection
Select the Target Component Type and Component Definition.
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- Target Component Type (The component type you can choose will change depending on the type you selected in the previous screen.)
- Overcast Component
- List Viewer
- Detail Viewer
- Sales Order Poster
- General Poster
- Overcast Component Dialog
- List Viewer
- Detail Viewer
- Widget
- Object Poster
- Target Component Definition: Select the Overcast Component Definition to target.
- Add Component Option (Optional)
Parameter Mapping
Map the data of the current Overcast component to the parameters of the target Overcast component.
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- Source Value: Specify the source section and field
- Field: Specify the source section and field
- Value: Enter data directly
- Target Field: Specify the target section and field
Dialog Setting (Overcast Component Dialog Only)
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- Dialog Size: Specify the size of Dialog when it is displayed.
- Small
- Medium
- Large
- xLarge
- Expand vertically: for maximum vertical extension
- Show Cancel Button: Show or hide the Cancel button.
- Static Label: Set Dialog Title
Page Reference
Page Reference Setting
- Record Type : Currenty, can choose Record Page only.
- Add Attribute : Currently not used
* To determine which record to go to, set the Lookup setting in the Display & Format Settings of the field, and use the data from the backend to go to the searched record.
Detail Dialog
Set which sections are to be displayed as details, the mapping of key data to be used for this, and the order of the fields in the details display.
* Only the fields whose display in detail view is checked for each field will be displayed.
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Related Data Section
Select the data in the section related to the detailed data. Set the section to be displayed and the mapping for search. Each section will be displayed as a tab in "Details" and the tabs can be sorted here.
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Dialog Setting
Set the size and title of the Dialog. Title can be set to a static or dynamic label. Custom labels are also supported.
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- Dialog Size: Specify the size of Dialog when it is displayed.
- Small
- Medium
- Large
- xLarge
- Expand vertically: for maximum vertical extension
- Static Label / Dynamic Label Template: Set Dialog Title
- Set the template for Dynamic Label or Static Label.
- Label Parameter
- Specify the parameters for Dynamic Label
Salesforce Flow
Salesforce Flow supported by Overcast Component
Target Selection
Enter the Target Salesforce Flow (API Name)
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Parameter Mapping
Map the data of the current Overcast component to the parameters of the Salesforce Flow Input variables.
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Dialog Setting
Set the size and title of the Dialog.
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- Dialog Size: Specify the size of Dialog when it is displayed.
- Small
- Medium
- Large
- xLarge
- Expand vertically: for maximum vertical extension
Examples
Detail Dialog
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Overcast Component Dialog
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Salesforce Flow Dialog.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9kemY4dnF2MjRlcWhnLmNsb3VkZnJvbnQubmV0L3VzZXJmaWxlcy83NDg4LzMyMTM5L2NrZmluZGVyL2ltYWdlcy9xdS9pbWFnZSgzMjUpLnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTc2NTY0MzMwMn19fV19&Signature=poT0lcdxPz4N28y3seVQhYBygOkUzCtGSnE-~NJLegSlxHs1R3~lIN-r~sCBbkVwycyp8Mbz3ZQUhyn1NvprbF9IZTKaCCLTiw1pqxLu4w42GtYzMYIRU6XIOrJc7J9dOCC8a8gEA9IJx0BWgrKHdd3YfHHbueFHoMCt3sp~28cZQISHWawhxXsjsGAt-jlxj1RB2SJ~4pXu8-9Ye0a-0v2rw1mzDU-u~TsX9arnF2alLu5shrTA1XAXISkKFZwQTCb-JIf3QSBa17EPY6TDhUAWyGoIX3vltU7GGqvn4eLwIRlfid~PrAqDxIVyJYlqTFHYQa5OSIv1~DA6G5ndZA__&Key-Pair-Id=K2TK3EG287XSFC)