Difference between revisions of "Tabs and Lists"

From Accelerator
Line 45: Line 45:


and add fields to that.
and add fields to that.
[[File:Caseofficeintfilter.jpg]]


You cna update the "createscript" area to set the default
Both fields should have the same create script
                    DefaultValue="All";
 
You can update the "createscript" area to set the default


   EG
   EG
       DefaultValue="All";
       DefaultValue="All";
It should appear like this in Accelerator
[[File:filter.jpg]]
The default order is empty
You can add in a case_updateddate to the list
EG
[[File:filter2.jpg]]
Users can order the data then by clicking on the column header
[[File:filter3.jpg]]

Revision as of 13:40, 14 September 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.

Tabs2.png

Tab list screens can contain a filter and the list.

Users click on the filter icon to see the filter modal.

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

C. Custom Filters

To update a filter you must create a screen in CRM called

  "ENTITYofficeintfilter"

and add fields to that. Caseofficeintfilter.jpg

Both fields should have the same create script

                   DefaultValue="All";

You can update the "createscript" area to set the default

 EG
      DefaultValue="All";

It should appear like this in Accelerator Filter.jpg

The default order is empty You can add in a case_updateddate to the list EG Filter2.jpg

Users can order the data then by clicking on the column header Filter3.jpg