Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do.
In this example, I’m creating a simple Product tab at the account level. This tab contains a Product Lookup to select a product for the account, and then also shows a number of product fields on the view. These product fields are read only, and I wanted them to update based on what was selected in the Lookup.
Using relationships in the web client makes this easy. First of all, I created added a ProductID field in the account table, and added that as a property to the account entity. Once I had that property, I created a new child relationship to the Product entity under account.
Now that we have this relationship, I created a new QuickForm to hold the product information. On the quick form, I added a Lookup as well as a couple other fields.
On the lookup control, I set the bindings property to the Products relationship I created. In addition, I needed to set the Lookup Binding Mode property to “Object” and the Lookup Entity Name property to “Product”.
For the other fields, the bind property just needs to be set to MainEntity.Products.FieldName, as well as setting the ReadOnly properties to “True”.
That’s it! On this view, when you use the product Lookup and select a product, the appropriate values will be displayed in the other fields on the form.