requestOpenReports

Mandatory: no

Description: The requestOpenReports* feature is designed to display a comprehensive list of all interaction logs within the application. This feature allows users to request and view detailed logs of interactions, providing valuable insights and data for analysis.

Implementation Example

// This is a part of the mandatory in-place event message handler
const processCRMConnectMessageData = async (event) => {
  if (event.origin !== CRM_CONNECT_ORIGIN) { 
      return; 
  }

  const { action, data } = event.data;
  if (action === 'requestOpenReports') {
    processOpenReports(data);
  }

}

const processOpenReports = (data) => {
  // Open contact's page based on the received URL
  const recordId = data.url.replace('/', '');
  if (recordId) {
    // Use your CRM's API to pop on the contact page
  } else {
    // Use your CRM's API to pop on the interaction logs
  }
}

Message formats

CRM Connector

{ "type": "CRMConnectMessage", "action": "requestOpenReports", "data": <crmConnectorDataObject> }

CRM Connector data object format

{
  "url": <string> // this URL represents the contact page where the CRM must pop to
}