Adding Custom Fields to SalesLogix Mobile

Time to take SalesLogix Mobile to the next level. Customization! This article will outline how to add custom fields to SalesLogix Mobile, from start to finish. You’ll walk through every step, from creating the custom field to viewing and editing it in SalesLogix Mobile. Best part? You’ll see a video that walks you through the whole process.

View the SalesLogix Mobile Developer series index

Background

So, you’ve gotten your SalesLogix Mobile development environment all set up and ready to go. Now what? Well, it’s time to start customizing it. In the video below we’ll walk through the entire process.

The Complete ApplicationModule Code

The following is the ApplicationModule.js code used in the video.

define('Mobile/Custom/ApplicationModule', [
    'Sage/Platform/Mobile/ApplicationModule'
], function () {
    return dojo.declare('Mobile.Custom.ApplicationModule', Sage.Platform.Mobile.ApplicationModule, {
        loadCustomizations: function () {
            this.inherited(arguments);

            // Add the NewField1 property into the SData query for the detail form

            dojo.extend(Mobile.SalesLogix.Views.Account.Detail, {
                querySelect: Mobile.SalesLogix.Views.Account.Detail.prototype.querySelect.concat([
                    'NewField1'
                ])
            });

            // Add the NewField1 property onto the Account Detail form
            this.registerCustomization('detail', 'account_detail', {
                at: function (row) { return row.name == 'LeadSource.Description'; },
                type: 'insert',
                where: 'after',
                value: {
                    name: 'NewField1',
                    property: 'NewField1',
                    label: 'new field 1'
                }
            });

            // Add the NewField1 into the SData query for the edit form
            dojo.extend(Mobile.SalesLogix.Views.Account.Edit, {
                querySelect: Mobile.SalesLogix.Views.Account.Edit.prototype.querySelect.concat([
                    'NewField1'
                ])
            });


            // Add the NewField1 property onto the Account Edit form
            this.registerCustomization('edit', 'account_edit', {
                at: function (row) { return row.name == 'LeadSource'; },
                type: 'insert',
                where: 'after',
                value: {
                    name: 'NewField1',
                    property: 'NewField1',
                    label: 'new field 1',
                    type: 'text'
                }
            });


        }
    });
});

Next time we’ll look at how to add this customization back into Application Architect, deploy to the production mobile site, and even how to bundle the customizations.

View the SalesLogix Mobile Developer series index