Adding a Parent Lookup to the AccountDetails Form in SalesLogix Web

I posted a while back about creating missing client functionality in the SalesLogix Web Client. In that post, I shared a screenshot of a custom “Account Hierarchy” screen I built for the SalesLogix Web Client. I’ll be sharing that screen in the Customer FX Labs in the future. For now, I’ll cover how to add the lookup for “Parent Account” on the Account Details form.

To add the Account Parent Lookup to the AccountDetails form, add the Lookup and then set the following properties:

  1. Caption = “Parent:”
  2. Allow Clearing Result = True
  3. DataBindings = Map ParentId to LookupResultValue
  4. Lookup Entity Name = Account
  5. Lookup Binding Mode = String
  6. Return Primary Key = True
  7. Enable Hyperlinking = True
  8. LookupProperties = Select the columns you want available in the Lookup

The result will look like this (after building the web platform and redeploying):

For these steps I am linking it as a string instead of using a relationship for an object property. I wanted to avoid the circular relationship from account back to account. Stay tuned for my Account Hierarchy Form to be available soon in the Customer FX Labs.

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

1 Comment

  1. Allen, I don’t have access to a v8 system at the moment to confirm, but I don’t believe that there is anything ootb to show/modify parent so you’d have to add something like this as a customization.

    Reply

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