Create a Task to Open an Add Data Form

You can create a task to open an Add Data Form with the SDK or use Shell Design. For more information about Data Form Specs, see Data Form Specs. For more information about Shell Design, see Data Forms and Shell Design.

SDK Task Spec

Shell Design

SDK Task Spec

From Visual Studio with the Blackbaud Infinity SDK installed and a catalog project open...

  1. From Solution Explorer, right-click the project and select Add > New Item. The Add New Item screen appears.

  2. Select Blackbaud AppFx Catalog > Task Spec.

  3. Enter a name such as Example.Task.xml.

  4. Click Add. The spec appears in the XML Editor.

  5. From the application, navigate to Administration > Application > Shell Design.

  6. From the Functional Areas tab, expand the row for the functional area to which to add the task.

  7. Click View XML.

  8. Copy the GUID value of the ID attribute for the FunctionalAreaSpec element.

  9. Return to the Task Spec.

  10. Paste the GUID value as the value for the FunctionalAreaID attribute for the TaskSpec element.

  11. Change the description.

  12. Enter an integer value for Sequence. You can see the sequence numbers for existing tasks on the functional area from the Tasks tab on the Shell Design page.

  13. Find an ImageKey or remove the ImageKey element.

  14. Replace the stubbed-out inner content of the TaskSpec element with:

    <ShowAddDataForm DataFormID="" xmlns="bb_appfx_commontypes" />

  15. Return to the application.

  16. From Administration > Features, click Data form search. The Loaded Data Form Instance Search screen appears.

  17. Search for and select the Add Data Form to open with the task. The feature metadata page for the Add Data Form appears.

  18. Copy the System record ID value from the summary section of the page.

  19. Return to the Task Spec.

  20. Paste the GUID value as the value for the DataFormID attribute for the ShowAddDataForm element.

  21. Save the spec.

  22. Build the catalog assembly and deploy it. If this is a new task, load the catalog item.

Shell Design

  1. From Administration > Application > Shell Design.

  2. Under Appearance, enter a name and description.

  3. Select the functional area to which to add the task.

  4. From ActionType, select ShowAddDataForm.

  5. Under Data form, from DataForm, search for and select the data form instance.

  6. Click Save. The task is added to the functional area.