A step by step to adding a new form for a new custom entity.

I had been asked to create a step-by-step walk through of how to create a new one-to-one custom table, make that table available in the web and then build a quick from for it. So here it is.

Adding the database schema

The first step is to design your one-to-one table.  I am not going to get to in depth here.  I am assuming everyone knows how to do that.  The place to do this is the SalesLogix Admin or Architect, and then launching the Database manager. While you can create a new table in the Application Architect, I never do so since the interface is a bit clunky and you also can not add a single field to an existing table in the Application Architect. For this reason I stick with the old database manager in the Admin or Architect.  Once you have the table created you can switch over to the Application Architect.  Here is where I will get more detailed.

Creating an entity relating to your new table
Log into the Application Architect as admin.

On the left side, you should see the Project Explorer.  If you dont see it press Cntlr + Alt + E.

In the Project Explorer,  you will see the top node of the VFS, expand it out.  From there continue to expand the following path:  Entity Model…Packages..>SalesLogix Application Entities.

Right click on the SalesLogix Application Entities node and choose  “New Entity”.

 

Select “Create a business entity from an existing table”.

Click Next.

In the Select tables dialog, choose the table you want to add as a new entity.  You may select more than one if needed.

In the Select tables dialog, choose the table you want to add as a new entity.  You may select more than one if needed.

Click Next

Click Next

Once it is done you should see the new entity listed under the SalesLogix Application Enties node in the project explorer.

The next step is to link the entity to other entities if it is related.

Since this new entity is a one-to-one relationship to another entity you need to find your new entity in the project explorer under SalesLogix Application Entities.  Double click on the new entity.

 

In the dialog that appears for your new entity, you must
check “Is Extension” and select primary entity this is based off, such as
Contact.

Click the Save button once you have defined the entity
relationship.

After you have defined your entity and its relationships, you
must click on Build Interfaces in order to see the new entity and properties
from within the Application Architect.

 

Creating a new quick form from the new entity.

Once you have created the entity model representing the new table, you can create forms that display the data.

In the Application Architect, in the Project Explorer, expand out the Virtual File System…Entity Model…Packages…SalesLogix Application Entitites…Your entity…Forms.

Note if you have added a one-to-one entity, you should create the form under the parent entity, not the custom entity.  For instance if you add a new entity for ACT_USERDEF, you should expand out the Contact Entity and add a new form there, not under the ACT_USERDEF entity, since the contact entity is the top level not the ACT_USERDEF entity.

Right click on the entity’s Form folder and choose New Form Wizard.

Select the kind of form you want to create and click Next.

Select the properties within your entity that you want to
show on your form.

 

Click Next

Define how many columns you want the form to have.

Click Next.

 

Click Finish.

The form will then open and you can make further changes, as needed.

Once you are done changing the form, click the save button.

You will now need to click the Build Web Platform button on the toolbar to compile your new quick form.

Adding a quick form to the web page

Once you have created your quickform, you need to add it to a page so that when the website is deployed the user will have access to the new screen.

To do this, in the Application Architect, in the Project Explorer, expand out the Virtual File System…Portal Manager…Sage SalesLogix…Pages.

Find the page you want to add your new screen onto.  For instance if you created a new Contact level screen you would find the page Contact Details.

Double click on the page you want to add your quickform to.

On the page definition screen that opens, there is a SmartParts tab.

Click the + button above the list of smartparts.

Find the entity name you added your quickform to (remember the form is at the parent entity not the new custom entity) .  Expand out that entity and locate your quickform.

Select the quickform and click OK.

You will now see the quickform listed at the bottom of the smart parts list.

Click on the item in the list of smart parts.

To the right you need to define a couple of things.  In the Title and Description, enter something meaningful. T he title is what will show for the tab name if you want this to be a tab.

In the TargetWorkspace, select where you want this screen to show.  The typical choices are:

                MainContent- shows up on the top part of the screen, in the “details” area.

                DialogWorkspace Shows in a popup like window that needs to be called by some action.

                TabControl – Shows as a tab on the page.

Once you have defined these things, click the save button to save your changes to the page.

 

Deploy

The final step is to deploy the web site once you have done all of the steps above.  You should now have a new form in the web client as you have defined it.
 

ABOUT THE AUTHOR

Kris Halsrud

Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.

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