Tabs and Lists - Revision history

Sagecrmw at 18:14, 15 November 2024

2024-11-15T18:14:03Z

← Older revision		Revision as of 19:14, 15 November 2024
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	A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Count). PLEASE NOTE: Fields under the carat that have no value will not display.		A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Count). PLEASE NOTE: Fields under the carat that have no value will not display.

			The first column is the default SORT field. Clicking on the column will also apply a sort based on that column.

	B. Tabs are controlled via CRM using the tab group called "ENTITYint"		B. Tabs are controlled via CRM using the tab group called "ENTITYint"

2024-04-19T08:26:56Z

← Older revision		Revision as of 09:26, 19 April 2024
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	Customizing		Customizing

	A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Count).		A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. The number of columns displayed is controlled at the user level in their local settings (List Column Count). PLEASE NOTE: Fields under the carat that have no value will not display.

	B. Tabs are controlled via CRM using the tab group called "ENTITYint"		B. Tabs are controlled via CRM using the tab group called "ENTITYint"

2023-07-20T11:50:05Z

← Older revision		Revision as of 12:50, 20 July 2023
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	Custom Entities in Lists		Custom Entities in Lists

	~~(coming in release 5.1.0.0)~~		You can add in custom entities in tab under company for example.

	~~So you~~ can add in custom entities in tab under company for example.

	[[File:equipmentlist.png]]		[[File:equipmentlist.png]]
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	To control the list create the screen in CRM (not a list!) and add fields to that.		To control the list create the screen in CRM (not a list!) and add fields to that.

			The first column in this list is the default order by DESC

	(5) Internal Link - Opens entity in Accelerator		(5) Internal Link - Opens entity in Accelerator

	(6) External link to entity (opens in full Sage CRM)		(6) External link to entity (opens in full Sage CRM)


	-----		-----

2023-04-17T11:04:09Z

← Older revision		Revision as of 12:04, 17 April 2023
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	* Family Type=Tags		* Family Type=Tags
	* Translation=ENTITY List (or what ever you want)		* Translation=ENTITY List (or what ever you want)

			Example

	[[File:list_library_caption.png]]		[[File:list_library_caption.png]]

2023-04-17T11:02:35Z

← Older revision		Revision as of 12:02, 17 April 2023
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	There is a download link available when you expand the list		There is a download link available when you expand the list

			CUSTOMISING THE "libraryList" CAPTION or "ENTITYList"

			Create a new Caption

			* Family=Grid
			* Code="ENTITYList"
			* Family Type=Tags
			* Translation=ENTITY List (or what ever you want)

			[[File:list_library_caption.png]]
	-----		-----

2023-02-02T11:15:15Z

← Older revision		Revision as of 12:15, 2 February 2023
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	Tab list screens can contain a filter and the list.		Tab list screens can contain a filter and the list.

	Users click on the filter icon to see the filter modal.		Users click on the filter icon to see the filter modal. (Text fields on filters must add in a percent (%) wild card for a partial search/filter)

	Case and opportunity screens by default have a filter option. This must be clicked to apply it.		Case and opportunity screens by default have a filter option. This must be clicked to apply it.

2023-01-24T16:02:26Z

← Older revision		Revision as of 17:02, 24 January 2023
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	myreport.title="Company Extra Data";		myreport.title="Company Extra Data";
	var _companyboxlong=JSON.clone(_reportItem);		var _companyboxlong=JSON.clone(_reportItem);
	_companyboxlong.name='~~intCompanyExtra~~';		_companyboxlong.name='companyboxlong';
	_companyboxlong.componenttype='screen';		_companyboxlong.componenttype='screen';
	var qCompany=CRM.Findrecord("company,vsummarycompany","comp_companyid="+Request.Form("entityid"));		var qCompany=CRM.Findrecord("company,vsummarycompany","comp_companyid="+Request.Form("entityid"));
	var companyboxlong=getScreenSection("company",qCompany,"~~intCompanyExtra~~","Company Extra");		var companyboxlong=getScreenSection("company",qCompany,"companyboxlong","Company Extra");
	_companyboxlong.data=companyboxlong;		_companyboxlong.data=companyboxlong;
	myreport.reportdetails.push(_companyboxlong);		myreport.reportdetails.push(_companyboxlong);

2023-01-24T16:01:30Z

← Older revision		Revision as of 17:01, 24 January 2023
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	Response.Write(JSON.stringify(myreport));		Response.Write(JSON.stringify(myreport));
	%>		%>

			Save the file as

			SageCRMWS/ac2020/companyextra_js.asp

			Note the _js.asp is important

			In this example within the tabs "companyint" we add in an item caption and the path to the file

			SageCRMWS/ac2020/companyextra_js.asp

2023-01-24T15:58:39Z

← Older revision		Revision as of 16:58, 24 January 2023
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	and set their values to N		and set their values to N

			-----

			Add in a custom screen (not a list or iframe) - ideal for when you have a one to one relationship with another entity

			[[File:ac_customsummaryx.png]]

			Sample code

			<!-- #include file ="reportobjects.js" -->
			<%
			var myreport= JSON.clone(_reportClass);
			myreport.name="test101";
			myreport.title="Company Extra Data";
			var _companyboxlong=JSON.clone(_reportItem);
			_companyboxlong.name='intCompanyExtra';
			_companyboxlong.componenttype='screen';
			var qCompany=CRM.Findrecord("company,vsummarycompany","comp_companyid="+Request.Form("entityid"));
			var companyboxlong=getScreenSection("company",qCompany,"intCompanyExtra","Company Extra");
			_companyboxlong.data=companyboxlong;
			myreport.reportdetails.push(_companyboxlong);
			Response.Write(JSON.stringify(myreport));
			%>

2022-09-29T14:54:38Z

← Older revision		Revision as of 15:54, 29 September 2022
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	"ENTITYofficeintfilter"		"ENTITYofficeintfilter"

	**cases expects a screen called "caseofficeintfilter"		* cases expects a screen called "caseofficeintfilter"

	and add fields to that.		and add fields to that.