Popups
Setup​
- In Encompass
- Click on the Settings Menu
- Expand the Community Menu
- Click on PluginManagement
- Select SideMenu from the plugin dropdown list
- Click on the Configuration button to launch the SideMenu_Form configuration window:
- Set the Link Type to
Popup
- Name the
Link Text
as you would like it to appear in the Side Menu - Set the
Link Value
to the name of the form you want to launch, this is case sensitive so be sure to match the name of the form exactly as it appears in the forms menu - Click on the
Save
button to commit the changes - All users will need to logout and back in to Encompass for the changes to take effect
Usage​
- In Encompass with a loan open
- A user with permissions to the Side Menu can now take advantage of the new link in the Side Menu
- With the Side Menu expanded
- Click the link previously configured above
- The form will launch in a 900x900 (the size is currently not configurable) popup window