Refer to
To embed a report as a button in page
- Edit your app.
- Select the required page from the accordion menu on the top-left corner, or from the application preview in the middle. You'll be taken to its Design page.
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Click on the device icon to navigate to the Design view of the device of your choice.
- Hover in the middle and click Open Page Builder .
- In the page builder, click the Report option from the page elements menu on the left. A menu will slide in.
- Select an Application from the dropdown provided. This dropdown will list all the applications available in your Zoho Creator account.
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Select a report from the Report dropdown. All the reports in the selected application will be listed here.
- Click and drag the button under Embed as Button option to embed the report as a button into the page builder. You can also double-click the required button type.
- Once the button is added to the page, you can configure various properties for it.
To configure a report embedded as a button
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Double click the report (button) you want to configure. You can also single click to select the report and then click the Configure option in the toolbar at the top-center of the page builder.
- The Panel Configuration pane will slide in from the right. It has two tabs — Design and Code .
- In the Design tab, you can configure the Display , Action , and Style aspects.
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The Display tab allows you to edit the display data , action and style aspects of the panel element depending on the button type you have chosen.
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The Display tab enables you to edit the label name of the button.
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The Action tab allows you to customize the following aspects:
- Action Type : Allows you to specify to open a URL, form, report, page or execute a function when users click the embedded button. Here, the action type is to open a report.
- Report : Enables you to choose a report from any of your Creator applications.
- Query parameters : Specify a query parameter to an Open Report action to load the associated report with pre-filled values, for the fields specified in the parameter string.
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Open in : Select the required target window in which the redirected entity (report) must be opened.
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The Style tab enables you to enhance the visual aspects of the embedded report for the end users. From here, you can customize the following,
- Button type : Select the button type as Rectangular or Rounded .
- Font family : Choose the font of the button text.
- Style : Enables you to Bold, Italicize , Underline , and change the case for the button text.
- Color : Allows you to customize the font and background color.
- Font size : Specify a font-size for the button text or choose one from the dropdown.
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Margin : Specify the margin attributes around the button.
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The Code tab opens the ZML editor. From here, you can edit the ZML code that is used to create pages in your Creator application.
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Click on the panel (area around button) to open and customize the Action and Style aspects of the button panel.
- Close the Panel Configuration pane after making changes. The changes will be saved automatically.
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Select the report (button) and click the Title option in the page builder to set a title for your embedded report. A popup window will appear.
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Specify the title and click Done . The title will be displayed above the embedded report. You can click again on the Title icon if you do not want to display the title.
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Click on the specified title to edit its font, size, and style.
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Click the duplicate icon to duplicate the panel containing the embedded report as a button.
- Click the Delete icon to delete the button.
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Click
Done
at the top-right corner of the page builder once you have finished making changes. The changes are automatically saved.
