Tabs and Lists: Difference between revisions
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The tabs | The tabs we are referring to here are against the Entity | ||
EG | EG | ||
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[[File:tabs2.jpg]] | [[File:tabs2.jpg]] | ||
Tab list screens can contain a filter and the list. Case and opportunity screens by default have a filter option. This must be clicked to apply it. (Note: lists as of writing will | Tab list screens can contain a filter and the list. Case and opportunity screens by default have a filter option. This must be clicked to apply it. (Note: lists as of writing will only display 10 items. Pagination will be available in a future update). | ||
Lists will only display by default 2 columns. To see extra data (if there is any) click on the "Expand" option. | Lists will only display by default 2 columns. To see extra data (if there is any) click on the "Expand" option. | ||
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[[File:tabs3.jpg]] | [[File:tabs3.jpg]] | ||
Lists also have an internal and external link allowing you to navigate into that record in the | 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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Customizing | |||
A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. | A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM. | ||
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Custom File: sagecrmws/ac2020/companylocations.asp | Custom File: sagecrmws/ac2020/companylocations.asp | ||
You can add | You can add custom (ASP) pages also which render in an iframe. | ||
[[File:tabs5.jpg]] | [[File:tabs5.jpg]] | ||
Revision as of 10:40, 25 June 2021
The tabs we are referring to here are against the Entity
EG
Hovering over the tabs tells you what is behind it.
Tab list screens can contain a filter and the list. Case and opportunity screens by default have a filter option. This must be clicked to apply it. (Note: lists as of writing will only display 10 items. Pagination will be available in a future update).
Lists will only display by default 2 columns. To see extra data (if there is any) click on the "Expand" option.
Lists also have an internal and external link allowing you to navigate into that record in the task pane or in CRM.
Customizing
A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM.
B. Tabs are controlled via CRM using the tab group called "ENTITYint"
Caption: Locations Action: customfile Custom File: sagecrmws/ac2020/companylocations.asp
You can add custom (ASP) pages also which render in an iframe.
