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

I am at the end of a series of posts providing 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 2, Part 3, Part 4, and Part 5.

The last step contains no coding what so ever.  We simply are adding the already existing smart parts to our main entity page.  There are four parts that are added in order for the functionality to be complete.  These are all custom smart parts that come standard with Sage SalesLogix Web.  They are labeled EditRecurrence, CompleteRecurrence, ActivityList, and HistoryList. 

The first step is to find your main entity page.  These are generally found in the Project Explorer Tree Control under Sage SalesLogix/Pages.  Right click on your custom main entity page and select “Edit Page”.

The tab we want to work on is labeled “Smart Parts”.  Along the left side you see a list of the smart parts that are operating with your main entity page, on the right you see the settings for each of the smart parts.  To get the custom smart part working with your custom page select the plus sign on the upper left hand corner of the tab.   

When the dialog opens find the “Custom” tab, on this tab look for the “SmartParts” folder, then look for the Activities folder, no look for the CompleteRecurrence.ascx custom smart part and select it   Once selected you will see the smart part appear in your list, along the right you will need to make some adjustments to the Target Workspace and Show In Mode fields.

Follow this same process for each of the smart parts listed.  You will find the EditRecurrence.ascx and ActivityList.ascx files are in the same list that you found CompleteRecurrence.  The HistoryList.ascx is located in the History folder.  The ActivityList and HistoryList parts are actually the tabs you will view the records on under your main entity.  The Target Workspace property field should be set to Tab Contro for both the ActivityList and HistoryList views . 

This completes this long but hopefully helpful series.  Adding this functionality makes your custom entity more of an integrated part of SalesLogix.