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| Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM. | | Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM. |
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| -----
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| Customizing
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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.
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| The first column is the default SORT field. Clicking on the column will also apply a sort based on that column.
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| B. Tabs are controlled via CRM using the tab group called "ENTITYint"
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| [[File:tabs4.jpg]]
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| Caption: Locations
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| Action: customfile
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| Custom File: sagecrmws/ac2020/companylocations.asp
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| -----
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| Custom Entities in Lists
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| You can add in custom entities in tab under company for example.
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| [[File:equipmentlist.png]]
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| In our example we create an entity called "Equipment" (created using the Entity Wizard in Sage CRM)
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| In our tab we set this up as follows
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| Caption: Equipement
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| Custom File: list_Equipment
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| SQL: equi_companyid
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| 1. Custom File:
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| The value in this is in the format "list_ENTITY"
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| 2. SQL:
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| The value in this is the field that links the context. So we have this tab in tabgroup "companyint" and so we set the companyid.
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| [[File:companyintequip.png]]
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| (1) This appears in Accelertor like this. The icon cannot be customised.
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| (2) List Filter:
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| This is shown if we have a screen called "ENTITYofficeintfilter" EG "Equipmentofficeintfilter"
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| (3) List Title
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| (4) List columns
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| If the screen "ENTITYofficeintsmall" is not found we default to displaying the "ENTITYPREFIX_name" field.
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| To control the list create the screen in CRM (not a list!) and add fields to that.
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| The first column in this list is the default order by DESC
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| (5) Internal Link - Opens entity in Accelerator
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| (6) External link to entity (opens in full Sage CRM)
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| -----
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| Add in the entity Library as a list
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| Within CRM go to the tab group (example "CompanyInt")
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| Custom File: list_Library
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| Within the app it looks like this
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| [[File:ac_list_library.png]]
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| There is a download link available when you expand the list
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| CUSTOMISING THE "libraryList" CAPTION or "ENTITYList"
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| Create a new Caption
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| * Family=Grid
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| * Code="ENTITYList"
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| * Family Type=Tags
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| * Translation=ENTITY List (or what ever you want)
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| Example
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| [[File:list_library_caption.png]]
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| -----
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| Add in the entity Notes as a list (example "CompanyInt")
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| Within CRM go to the tab group
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| Custom File: list_Notes
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| Within the app it looks like this
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| [[File:ac_list_notes.png]]
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| -----
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| Cases and Opportunity Lists Under Person
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| These lists by default show all company opportunities and not just the person its assigned to.
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| To turn this off open the web.config file and find setting(s)
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| <add key="opportunities_ShowCompanyListUnderPerson" value="Y"/>
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| <add key="cases_ShowCompanyListUnderPerson" value="Y"/>
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| and set their values to N
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| -----
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| Add in a custom screen (not a list or iframe) - ideal for when you have a one to one relationship with another entity
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| [[File:ac_customsummaryx.png]]
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| Sample code
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| <!-- #include file ="reportobjects.js" -->
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| <%
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| var myreport= JSON.clone(_reportClass);
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| myreport.name="test101";
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| myreport.title="Company Extra Data";
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| var _companyboxlong=JSON.clone(_reportItem);
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| _companyboxlong.name='companyboxlong';
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| _companyboxlong.componenttype='screen';
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| var qCompany=CRM.Findrecord("company,vsummarycompany","comp_companyid="+Request.Form("entityid"));
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| var companyboxlong=getScreenSection("company",qCompany,"companyboxlong","Company Extra");
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| _companyboxlong.data=companyboxlong;
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| myreport.reportdetails.push(_companyboxlong);
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| Response.Write(JSON.stringify(myreport));
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| %>
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| Save the file as
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| SageCRMWS/ac2020/companyextra_js.asp
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| Note the _js.asp is important
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| In this example within the tabs "companyint" we add in an item caption and the path to the file
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| SageCRMWS/ac2020/companyextra_js.asp
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