New: Difference between revisions

From Accelerator for SageCRM
No edit summary
No edit summary
Line 40: Line 40:
     <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />
     <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />


C.Screen Scripting
C. Screen Scripting


Supported
Supported

Revision as of 14:53, 14 June 2021

The NEW menu is available on all menu bars in the task pane.

Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.

Click Save to Save the record and then the UI will show the summary of this record.


Deduplication is available on the company

and person screens



Customising

A. The screen fields are controlled by metadata.

The screens are called "ENTITYOfficeIntNew".


B. To add in a primary custom Entity*

   created using the entity wizard

Open the "...custompages/sagecrmws/web.config"

Edit the line "NewEntities"

EG..here we add in "Project"

   <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />

C. Screen Scripting

Supported

   CustomContent
   CreateScript items - caption, required,value,readonly