Codeunit Checklist
Manage the checklist presented to users by inserting and deleting checklist items and controling the visibility of the checklist.
Properties
| Name | Value |
|---|---|
| Access | Public |
Methods
Insert
procedure Insert(GuidedExperienceType: Enum "Guided Experience Type", ObjectTypeToRun: ObjectType, ObjectIDToRun: Integer, OrderID: Integer, TempAllProfile: __MissingTypeSymbol__, ShouldEveryoneComplete: Boolean)
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" | |
| ObjectTypeToRun | ObjectType | |
| ObjectIDToRun | Integer | |
| OrderID | Integer | |
| TempAllProfile | __MissingTypeSymbol__ | |
| ShouldEveryoneComplete | Boolean |
Insert
procedure Insert(GuidedExperienceType: Enum "Guided Experience Type", ObjectTypeToRun: ObjectType, ObjectIDToRun: Integer, OrderID: Integer, TempUser: __MissingTypeSymbol__)
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" | |
| ObjectTypeToRun | ObjectType | |
| ObjectIDToRun | Integer | |
| OrderID | Integer | |
| TempUser | __MissingTypeSymbol__ |
Insert
procedure Insert(GuidedExperienceType: Enum "Guided Experience Type", Link: Text[250], OrderID: Integer, TempAllProfile: __MissingTypeSymbol__, ShouldEveryoneComplete: Boolean)
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" | |
| Link | Text[250] | |
| OrderID | Integer | |
| TempAllProfile | __MissingTypeSymbol__ | |
| ShouldEveryoneComplete | Boolean |
Insert
procedure Insert(GuidedExperienceType: Enum "Guided Experience Type", Link: Text[250], OrderID: Integer, TempUser: __MissingTypeSymbol__)
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" | |
| Link | Text[250] | |
| OrderID | Integer | |
| TempUser | __MissingTypeSymbol__ |
Insert
procedure Insert(PageID: Integer, SpotlightTourType: Enum "Spotlight Tour Type", OrderID: Integer, TempAllProfile: __MissingTypeSymbol__, ShouldEveryoneComplete: Boolean)
Parameters
| Name | Type | Description |
|---|---|---|
| PageID | Integer | |
| SpotlightTourType | Enum System.Environment.Configuration."Spotlight Tour Type" | |
| OrderID | Integer | |
| TempAllProfile | __MissingTypeSymbol__ | |
| ShouldEveryoneComplete | Boolean |
Insert
procedure Insert(PageID: Integer, SpotlightTourType: Enum "Spotlight Tour Type", OrderID: Integer, TempUser: __MissingTypeSymbol__)
Parameters
| Name | Type | Description |
|---|---|---|
| PageID | Integer | |
| SpotlightTourType | Enum System.Environment.Configuration."Spotlight Tour Type" | |
| OrderID | Integer | |
| TempUser | __MissingTypeSymbol__ |
Delete
Deletes a checklist item.
procedure Delete(GuidedExperienceType: Enum "Guided Experience Type", ObjectTypeToRun: ObjectType, ObjectID: Integer)
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" |
The type of guided experience item that the checklist item references. |
| ObjectTypeToRun | ObjectType |
The object type run by the guided experience item that the checklist item references. |
| ObjectID | Integer |
The type of guided experience item that the checklist item references. |
Delete
Deletes a checklist item.
procedure Delete(GuidedExperienceType: Enum "Guided Experience Type", Link: Text[250])
Parameters
| Name | Type | Description |
|---|---|---|
| GuidedExperienceType | Enum System.Environment.Configuration."Guided Experience Type" |
The type of guided experience item that the checklist item references. |
| Link | Text[250] |
The URL that is open by the guided experience item that the checklist item references. |
Delete
Deletes a spotlight tour checklist item.
procedure Delete(PageID: Integer, SpotlightTourType: Enum "Spotlight Tour Type")
Parameters
| Name | Type | Description |
|---|---|---|
| PageID | Integer |
The ID of the page that the spotlight tour runs on. |
| SpotlightTourType | Enum System.Environment.Configuration."Spotlight Tour Type" |
The type of spotlight tour. |
ShouldInitializeChecklist
Checks whether the checklist should be initialized for the current company.
procedure ShouldInitializeChecklist(ShouldSkipForEvaluationCompany: Boolean): Boolean
Parameters
| Name | Type | Description |
|---|---|---|
| ShouldSkipForEvaluationCompany | Boolean |
If true, then the function will always return false for evaluation companies. |
Returns
| Type | Description |
|---|---|
| Boolean |
True if the checklist should be initialized and false otherwise. |
MarkChecklistSetupInProgress
Marks the checklist setup in progress.
procedure MarkChecklistSetupInProgress()
MarkChecklistSetupAsDone
Marks the checklist setup as done.
procedure MarkChecklistSetupAsDone()
InitializeGuidedExperienceItems
Initializes the guided experience items. Mostly called once in a company's lifecycle from BaseApp, if used in an extension, please see also ShouldInitializeChecklist.
procedure InitializeGuidedExperienceItems()
UpdateUserName
Updates the user name for checklist records that have it as a primary key.
procedure UpdateUserName(var RecordRef: RecordRef, Company: Text[30], UserName: Text[50], TableID: Integer)
Parameters
| Name | Type | Description |
|---|---|---|
| RecordRef | RecordRef |
The recordref that poins to the record that is to be modified. |
| Company | Text[30] |
The company in which the table is to be modified. |
| UserName | Text[50] |
The new user name. |
| TableID | Integer |
The table for which the user name is to be modified. |
IsChecklistVisible
Checks whether the checklist is visible for the current user on the profile that the user is currently on.
procedure IsChecklistVisible(): Boolean
Returns
| Type | Description |
|---|---|
| Boolean |
True if the checklist is visible and false otherwise. |
SetChecklistVisibility
Sets the checklist visibility for the current user and the profile that the user is currently using.
procedure SetChecklistVisibility(Visible: Boolean)
Parameters
| Name | Type | Description |
|---|---|---|
| Visible | Boolean |
True if the checklist should be visible and false otherwise. |
Events
OnChecklistLoading
Event that is triggered when the checklist is being loaded.
[IntegrationEvent(False,False)]
internal procedure OnChecklistLoading()