Tabs and Lists - Revision history

Sagecrmw: Undo revision 2931 by Sagecrmw (talk)

2026-06-26T15:40:51Z

Undo revision 2931 by Sagecrmw (talk)

@@ Line 6: / Line 6: @@
 Hovering over the tabs tells you what is behind it.
 Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM.
@@ Line 24: / Line 36: @@
 Custom File: sagecrmws/ac2020/companylocations.asp
 -----

2026-06-26T15:40:04Z

@@ Line 6: / Line 6: @@
 Hovering over the tabs tells you what is behind it.
 Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM.
@@ Line 36: / Line 24: @@
 Custom File: sagecrmws/ac2020/companylocations.asp
 -----

2024-11-15T18:14:03Z

← Older revision		Revision as of 19:14, 15 November 2024
Line 25:		Line 25:

	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
Line 24:		Line 24:
	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]]
Line 104:		Line 102:

	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
Line 11:		Line 11:
	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
Line 163:		Line 163:
	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