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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.

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Thread: New Tab In Opportunities List View

NebSeb
Posts: 49

New Tab In Opportunities List View Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Nov 07 10:02 AM

I have been looking around for how I would go about adding a new tab to the opportunities list view but have not been able to find the answer. Can anyone here help me with this, has anyone done it before?

Thank You,

[Reply][Quote]

Rekha
Posts: 72

Re: New Tab In Opportunities List View Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Nov 07 3:06 PM

Hi Nebseb, you cannot create a tab in list view but only in main view. To Create a new tab in opportunity, first search the main view plugin. It will be in system family (opportunity details - mainview - system family). Create your new plugin >> opportunity form. Afterwards go and add this form in mainview tabs pane settings (F4). This will create a new opportunity tab.

[Reply][Quote]

Jeff Weight
Posts: 219

Re: New Tab In Opportunities List View Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Nov 07 3:34 PM

Um, I think you are asking about adding a new list or group to the listview, right? If you are, then there are a few ways to do this. One - while in the listview, rightclick on one of the tabs, and click "Add Group...", and then you build your query, and it will form a new tab. Two - Rightclick on the button on the left side of the screen (choose the button of the mainview you wish to create the tab/list for - Accounts, Contact, etc.), highlight "Groups," and then click "Create New Group..." Three - click on "View" in the menu list, click "Groups...", select one of the mainview options, and click "Add."

Is that what you were looking for?

[Reply][Quote]

NebSeb
Posts: 49

Re: New Tab In Opportunities List View Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Nov 07 4:12 PM

Yeah, that is what i was looking for, figured it out last night about midnight trying to finish up a project I had. Thank you for the response.

[Reply][Quote]

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