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Adding Activities and History to a Custom Main Entity in the Saleslogix Web Client (Part 5)

Today I am sitting in the hospital helping my wonderful wife welcome our fourth child into this world.  Cailyn Elizabeth was born on the 4th of June after 16 hours of labor measuring out at 10lbs and 21 inches.  She is very beautiful and mom and baby are doing great.  This is the second to last post of my effort to provide some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client.  Read the previous four posts to catch up on where we are at. Part 1 Part 2Part 3, and Part 4

In this post we will add scripts to the two list views that are used in all main entities to display Activity and History records. 

If you have been following along with the earlier posts you hopefully have an idea of the flow of how we are accomplishing this task.  Like we did in the last post, today we are going to just focus on the code and where it goes.  But first, lets create some new definitions for todays code. 

We still need to use EntityName but we will format the characters a little differently today.  The first letter will be uppercase and all remaining letters will be lowercase.  This is mandated by some existing code with the script we are working on.  "EntityName" now looks like "Entityname" or "FXProject" now looks like "Fxproject". 

The other definition we need is the EntityId in proper case.  This is the primary id field for the custom entity.  For the FXProject entity the entityId is FXProjectId.

The two files we will modify today in the SalesLogix Application Architect(AA) are labeled ActivityList.ascx.cs and HistoryList.ascx.cs.  These files actually provide the code to support the pages that list the data. You can find these files in the AA under the Project Explorer tab.  In the tree control look for and open the Portal Manager, then Sage SalesLogix, then Support Files. We will work for the ActivityList.ascx.cs file first which is located in the Activity folder.  When you have the the file open, go to line 103 and hit enter twice. Add the following:

            if (entityName.Equals("Entityname"))//Mine
            {
                Page.Session["EntityId"] = entityId;//Mine
            }
            else//Mine
            {
                Page.Session["EntityId"] = "";//Mine
            }

The first entityName is actually code that should not be changed.  I bolded the Entityname and EntityId that need to be replaced with your definitions.

Still in the same file with the previous set of code in place go to line 140 and hit the enter key twice. Then add this code:

           if (entityName.Equals("Entityname"))//Mine
           {
               Page.Session["EntityId"] = entityId;//Mine
               if (((BoundField)(col)).DataField.Equals("Category"))//Mine
                   col.Visible = false;//Mine
               if (((BoundField)(col)).DataField.Equals("ContactName"))//Mine
                   col.Visible = false;//Mine
               if (((BoundField)(col)).DataField.Equals("Notes"))//Mine
                   col.Visible = true;//Mine
           }

This bit of code adjust the visibility of columns based on the Entity level your are on. You can customize this to fit the needs for your custom main entity.

For the last bit of code in this file navigate to line 302, hit enter once and add the following code. 

            case "Entityname"://Mine
                keyId = "EntityId";//Mine
                break;//Mine

This provides the keyId for the Activity grid so it knows what records to display when it is on your entity.  This is the exact same code the you will use starting on line 132 of the HistoryList.ascx.cs file.  You are currently in the Activity folder, the HistoryList file is located under the history folder.

That is enough for today.  We finish up with next post where we add these and other smart parts to the main entity page.

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About George Jensen

   George Jensen is a Senior Developer for Customer FX Corporation.


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