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All Tags » Customization ( RSS)
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Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list of products in the Add Opportunity Products form in the web client surfaced again today so I am posting the answer here.
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Binding a DataGrid at runtime is something that many SalesLogix developers are used to doing while working in the LAN client. This task is every bit as easy in the web platform as well. Let's take a look at how to put this together.
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There might be times when you need to do some custom formatting in SalesLogix DataGrids that goes way beyond just simple formatting. A perfect example of this is taking a simple value, such as an indentifier from another external system where you want the value in the DataGrid to be a part of a hyperlink to this other system. In this scenario, you might have a value like "12345", which identifies a matching record in another system and you want this to become <a href="http://theothersystem.com/something?id=12345">12345</a> in the grid. This is where the CustomFormatColumn column type comes in. The problem is that this column type can be a little confusing and not well documented.
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Ever since the new SalesLogix 7.2 Web client and platform was released, I've had numerous requests for development training. Until now, I've done that on a very individualized basis, providing web training to single companies at a time. I've decided that it is time to make my web development training classes public, and I'd like your feedback.
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I last posted about creating a business rule to return a list of objects. Today, I will take that a step further and bind the List to a DataGrid using the built-in GetByMethod for binding the list.
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A common thing that any developer will do when creating a form for an application is to create sections for controls to group similar controls in a panel or other container, making it easy for the user to see that the values are related. There isn't exactly support for creating these "sections" in the SalesLogix Web QuickForms. With a quick bit of tweaks we can easily accomplish this result.
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A look at creating a Lookup on the Account Details form in the SalesLogix Web Client for a parent account.
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A change was introduced in 7.2.2 regarding custom properties. This post looks at this change and revisits the earlier topic of placing a link to an account's primary contact on the account details form.
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SalesLogix Web comes with it's own set of controls to be used on QuickForms. These controls are still in their infancy and will likely grow over time, but for now, there are some things missing that might be perceived as limitations. It's helpful to know more about what is under the hood of these OOTB QuickForm controls so you can easily work around limitations and push the controls to behave the way you want them to work.
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It seems that many of the customizations I've done for customers to date include building functionality that exists in the SalesLogix Windows client, but does not yet exist in the Web client. Things such as account products, parent account hierarchy, etc.
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I would imagine that it is a common request for many companies that use the SalesLogix customer portal to allow their customers to create tickets to want to bypass the login screen since they might be launching the customer portal from some other customer site where the customer has already logged in. This is a reasonable request. If you've already validated the customer when they logged into some other customer portal or site, you don't want to have them log in again when you launch the custome
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When a SalesLogix user logs into the SalesLogix 7.2 Web Client for the first time, they will, by default, end up at a blank area since they have not yet selected a default in their user options (Such as the account or contact area). Chnaging this behavior is a simple thing as long as you know where to do it.
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