Difference between revisions of "Tabs and Lists"

From Accelerator
Line 1: Line 1:
The tabs here we are refering to are against the Entity
The tabs we are referring to here are against the Entity


EG
EG
Line 9: Line 9:
[[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 onyl display 10 items. Pagination will be available in a future update).
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.  
Line 15: Line 15:
[[File:tabs3.jpg]]
[[File:tabs3.jpg]]


Lists also have an internal and external link allowing you to navigate into that record in the taskpane 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.


-----
-----
Customising
Customizing


A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM.
A. List fields are controlled by the screens "ENTITYOfficeintSmall" in CRM.
Line 30: Line 30:
Custom File: sagecrmws/ac2020/companylocations.asp
Custom File: sagecrmws/ac2020/companylocations.asp


You can add in custom (ASP) pages also which render in an iframe.  
You can add custom (ASP) pages also which render in an iframe.  


[[File:tabs5.jpg]]
[[File:tabs5.jpg]]

Revision as of 12:40, 25 June 2021

The tabs we are referring to here are against the Entity

EG

Tabs1.jpg

Hovering over the tabs tells you what is behind it.

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 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.

Tabs3.jpg

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"

Tabs4.jpg

Caption: Locations Action: customfile Custom File: sagecrmws/ac2020/companylocations.asp

You can add custom (ASP) pages also which render in an iframe.

Tabs5.jpg