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KB283911: How to Add a Shortcut Link in the Presentation Mode Menu to Switch Directly to Editable Mode Using MicroStrategy SDK


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This article explains how to create a plugin to add a shortcut to the drop down menu so that users can directly switch to Editable mode via the Presentation mode menu.

Summary:

In Strategy Web 10, Report Services Documents; which run by default in Presentation mode, do not supply a menu option to switch directly to Editable mode. Users have to go back to Design mode to view the option to see the document in Editable mode.
This Technical Note explains how to create a plugin to add a shortcut to the drop down menu so that users can directly switch to Editable mode via the Presentation mode menu, as shown below:
 

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Action:

Using the Web Customization Editor to create the plug-in:
Strategy SDK provides a Web Customization Editor that can be used to create a customization plug-in. The following steps guide you in creating the plug-in and deploying it.

  1. Launch the Web Customization Editor .
  2. Click on Strategy Web Configuration inside the Application Settings view to expand the hierarchical tree. The expanded list comprises the different settings that can be modified to perform customizations.
  3. Click on Pages to expand the list of pages used in Strategy Web.
  4. Right-click the oivm (Optimized Interactive View Mode) page and select Toolbars->Add Custom Toolbar Elements. This launches the New Toolbar Element wizard.
  5. Check the box for toolbar OIVMDocumentHomeToolbarModel.
  6. Click Next.
  7. Click Browse to select the icon that will be used for the new toolbar item (Strategy\style\mstr\images\tbEditableViewMode.gif).
  8. Enter mstrWeb.4691 in the text field for Tooltip Description.
  9. Select the radio button for Command for this toolbar item and type editableMode in the textbox.
  10. In the Advanced section click on Modify for Select the feature that will determine whether this toolbar element should be shown.
  11. Type rw-editable-view-mode-available in the Filter by text box.
  12. Use the >> to select and make sure the check box is checked.
  13. Click OK.
  14. Click Next.
  15. Click Finish.
  16. Launch Strategy Web to view the customization.

 
The example provided in this document is provided “as-is” and user has read the following customization warning:
ADDITIONAL INFORMATION:
The Strategy SDK allows you to customize several Strategy products and extend and integrate the Strategy business intelligence functionality into other applications. However, before changing the way Strategy products look or behave, it is helpful to understand how the application is built. For more information regarding the Strategy products or the process of customizing Strategy products, please refer to Strategy Developer Zone (https://developer.microstrategy.com).
To access the Strategy Developer Zone, you must have access to the Strategy Knowledge Base, you must have purchased the Strategy SDK, and you must be current on your Strategy maintenance agreement. If you are a US-based business and believe that you satisfy all three of these conditions but you do not have access to the Strategy Developer Zone, please contact Strategy Technical Support at support@microstrategy.com or at (703) 848-8700. If you are an international business, please contact Strategy Technical Support at the appropriate email address or phone number found at https://www.microstrategy.com/us/services/support/contact.
CUSTOMIZATION WARNING:
This customization is provided as a convenience to Strategy users and is only directly applicable to the version stated. While this code may apply to other releases directly, Strategy Technical Support makes no guarantees that the code provided will apply to any future or previous builds. In the event of a code change in future builds, Strategy Technical Support makes no guarantee that an updated version of this particular customization will be provided. In the event of a code change in future builds, Strategy may not be able to provide additional code on this matter even though this customization is provided at this time for this specific build. For enhancements to this customization or to incorporate similar functionality into other versions, contact your Account Executive to inquire about Strategy Consulting assistance.


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Knowledge Article

Published:

March 31, 2017

Last Updated:

July 13, 2022