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Answered
Hiding Extensions Based On Account Product Type

We have an extension we are wanting to hide if they are a certain Account type - specifically, we want to hide it if its a goal account. Is this possible to do on the SDK end? If so, how?

Posted 3 years ago
Votes Newest

Answers


Tanner,

Thank you for the question!

Are you referring to a tecton extension to be linked via account dropdown and/or displayed in an account tab?

Currently, filtering tecton extensions by account type in such a scenario is possible - but the filter is inclusive rather than exclusive. Typically, our usecases either require an extension to only show for a very specific type of account, or a broader set of accounts. Excluding for a specific acccount type is not a use case we've encountered. If you're writing against such a use case - we'd love to know more.

So while making an extension link as a dropdown in every account EXCEPT goals is possible, it means you would have to create several entrypoints with the same baseURL for the extension in question, for each of the following context categories:

  1. Checking Accounts (Account::Checking)
  2. Money Market Accounts (Account::MoneyMarket)
  3. Savings Accounts (Account::Savings)
  4. CD Accounts (Account::CertificateOfDeposit)
  5. Goal Accounts (Account::PlanBasedInvestment)
  6. Plan Investments (Accounts::IRABasedInvestment)
  7. IRA Investment Accounts (Account::IRABasedInvestment)
  8. Brokerage Accounts (Account::BrokerageBasedInvestment)
  9. All Loan Account Types (Account::Loan)
  10. All Credit Card Account Types (Account::Credit Card)
  11. All External Account Types (Account::External)
  12. All PFM Account Types (Account::PFM)

For details on configuring tecton modules to show in tabs or dropdowns, please review this documentation:

https://cdn4.onlineaccess1.com/cdn/base/tecton/v1.25/Documentation/guides/creating-new-outlets

In it, there is a video covering the use of the q2 tecton command which can be used to add the entry points, as well as place them into tabs for each category.

If you need further assistance with this or would like to discuss your use case, please open a ticket.

0

I opened a ticket regarding this and they suggested I could do it by filtering in the extension by account type. I put the filter in the router but the extension is still showing on accounts it should be filtered out of

— Tanner Yea   3 years ago
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1 Answer
3 years ago
3 years ago