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Plugins

Category: Tools

Version: 1.0

Last updated: July 13, 2026

Author: Any2Info


Description

The Plugins tool allows administrators and users with Advanced configuration permissions to manage custom plugins within the Any2Info platform.

A plugin is a custom .NET assembly (DLL) containing customer-specific business logic that extends the standard functionality of the platform. Plugins allow organizations to integrate external systems, implement custom validation, and execute additional business logic without modifying the core application.

Plugins are developed externally using an IDE such as Visual Studio or Visual Studio Code, after which the compiled plugin assemblies and any required supporting files can be uploaded through the platform.

Once uploaded, plugins can be enabled on supported platform components such as forms and dashboards.


Supported Plugin Types

The platform currently supports the following plugin interfaces:

Plugin Interface
Purpose

IDashboardPlugin

Loads custom data for dashboards. This can be used to retrieve data from external systems or perform custom calculations before dashboard rendering.

IDocumentServicePlugin

Provides custom document downloading logic. For example, retrieving documents from an external document management system instead of the default storage.

ISaveFormPlugin

Executes custom logic during form saving. Supports both Before Save and After Save events.

ISaveFormPlugin

The ISaveFormPlugin contains two execution methods.

Before Save

Executed before a form is saved.

Typical uses include:

  • Validating entered data

  • Automatically populating fields

  • Modifying values before storage

  • Preventing invalid data from being saved

The plugin may cancel the save operation. When this happens, the user receives a save error message and the form is not stored.

After Save

Executed after the form has been successfully saved.

Typical uses include:

  • Calling external APIs

  • Synchronizing data with third-party systems

  • Sending notifications

  • Starting additional business processes


Managing Plugins

Plugins can be managed through:

Platform → Tools → Plugins

The screen consists of two sections:

Plugin files

Contains the uploaded plugin assemblies (.DLL files).

For each plugin the following information is shown:

  • Name

  • Description

  • Enabled state

Use the Add button to upload one or more plugin assemblies.

Supporting files

Contains any additional files required by uploaded plugins.

Examples include:

  • Configuration files

  • Additional libraries

  • Resource files

Use the Add button to upload supporting files required by your plugins.


Plugin Workflow

The typical workflow for using plugins is:

  1. Develop the plugin using a supported IDE.

  2. Compile the project into one or more DLL files.

  3. Upload the plugin assembly through Platform → Tools → Plugins.

  4. Upload any required supporting files.

  5. Configure the appropriate form or dashboard to use the uploaded plugin.


Usage

Plugins are typically used when standard platform functionality needs to be extended.

Common scenarios include:

  • Loading dashboard data from proprietary systems

  • Downloading documents from external storage providers

  • Performing advanced form validation

  • Executing custom business logic after saving forms

  • Integrating with ERP, CRM or other line-of-business applications


Tips & Best Practices

  • Develop plugins using the matching Any2Info plugin interfaces versions.

  • Keep plugin logic focused on a single responsibility whenever possible.

  • Upload all required supporting libraries together with the plugin assembly.

  • Thoroughly test plugins before deploying them to production.

  • Only activate plugins on the forms or dashboards that require them.

  • Handle exceptions within plugin code to prevent unexpected runtime failures.


Limitations

  • Plugins must be developed externally; they cannot be created within the Any2Info platform.

  • Only supported plugin interfaces can be loaded by the platform.

  • Plugins require activation on the appropriate forms or dashboards before they become active.

  • Incorrect or incompatible plugin assemblies may fail to load or execute.


Additional Information

For information about developing custom plugins, supported interfaces, and implementation guidelines, please contact Any2Info Support.


Metadata

Property
Value

Tool type

Platform Tool

Location

Platform → Tools → Plugins

Supported plugin interfaces

IDashboardPlugin, IDocumentServicePlugin, ISaveFormPlugin

Supported file types

DLL and supporting files

Version

1.0


Changelog

Version
Date
Change

1.0

July 13, 2026

Initial documentation version added.

Last updated

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