SalesLogix Web 7.5 SP 3 – Adding standard Common Tasks to custom entity pages

In the SalesLogix web client in 7.5.3, the Common tasks that appear in in the list and detail view for an entity are defined in the Common Tasks Tasklet.  Today I will show you how to add the standard group tasks of “Save Records as Group”, “Promote to Dashboard”, and “Export to File” to a custom entity page.


In order to accomplish this you need to modify a standard code file.  This file is located in the VFS at slxclientsmartpartstaskpanecommontasks.  The file to modify is CommonTasksTasklet.ascs.cs


In the code file there is a region called Fill Dictionaries.  This is where the routine called FillListViewDictionaries is located.  Inside here you will see several iterations of arrays that are added to the dictionary based on the entity the Common Task pane is loaded for.


Lets take a look at one example, for the Account interface entity (IAccount):





string[,] accountListTasks =
{{“tskAddToGroup”, “TaskText_AddToGroup”,“javascript:showAdHocList(Ext.EventObject);”, “false”},
{“tskSaveAsNewGroup”,“TaskText_SaveAsNew”,“javascript:saveSelectionsAsNewGroup();”,“false”},
{“tskRemoveFromGroup”,“TaskText_Remove”,“javascript:removeSelectionsFromGroup();”,“false”},
{“tskPromote”, “TaskText_Promote”, “javascript:promoteGroupToDashboard();”, “false”},
{“tskExportToExcel”, “TaskText_Export”, “javascript:exportToExcel();”, “false” }
};

tasksByEntityList.Add(“IAccount”, accountListTasks);


In order to add the list of common tasks you want on a custom entity view, you need to create a similar set of code for each custom entity.  Lets say we have a custom entity called Widgets (That would make the interface name IWidget).  Here is the block of code we would need to add:





 string[,] accountListTasks =
{{“tskAddToGroup”, “TaskText_AddToGroup”,“javascript:showAdHocList(Ext.EventObject);”, “false”},
{“tskSaveAsNewGroup”,“TaskText_SaveAsNew”,“javascript:saveSelectionsAsNewGroup();”,“false”},
{“tskRemoveFromGroup”,“TaskText_Remove”,“javascript:removeSelectionsFromGroup();”,“false”},
{“tskPromote”, “TaskText_Promote”, “javascript:promoteGroupToDashboard();”, “false”},
{“tskExportToExcel”, “TaskText_Export”, “javascript:exportToExcel();”, “false” }
};

tasksByEntityList.Add(“IWidget”, accountListTasks);


Simple enough, no?

ABOUT THE AUTHOR

Kris Halsrud

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

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