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Custom MainView does not display any forms
Posted: 30 Nov 07 11:08 AM
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I have created a totally new Mainvew (in v 7.01) based on a custom table.
Then I created a form "Details" which is supposed to be an equivalent of Account Details and show up in DetailsView section of MainView.
I also created a data form that supposed to be a tab in the MainView. It is tied to a child table of the custom one.
None of the forms will show in mainview when I open the MainView in client logged in as Admin, and the tab is not even in the list of availabe forms to set in Architect.
And how to I create a new "Family" in plugin manage window - like Account, System, Dashboard etc?
Thanks in advance |
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 11:54 AM
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First to create a family, login to architect >> Manage >> Picklist >> In third tab there is Plugin families.
In active form types or Main view types according to your needs, you can add a new family.
While creating a new main view, select your custom table. Your detail form should also have the same base table as that of main view to appear as a tab in your custom main view.
Hope it answers your question. |
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 12:10 PM
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What I meant by Family, is when you open the "Manage Plugins" window on your left there are "Families": Account, Campaign, Contact, Personal etc. I was wondering if there's a way to create additional.
As to Mainvew, that's exactly what I did. Still no result. |
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 1:01 PM
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After creating a new family, please refresh the Saleslogix architect and in type filter choose "All". You will be able to see the family you just created on the left tree under "Saleslogix".
After creating a main view with your custom table, while saving the plugin choose your newly created family and release it to all users to see it if you are using any other login than admin.
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 2:52 PM
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Are you launching your new main view through Sales tool bar? You need to create a new nav button as a child and choose your new main view in action and provide the argument like Family:Mainviewname
If you are invoking your main view from some place else, you can try
Application.BasicFunctions.DoInvoke "Mainview" , "FamilyName:MainviewFormName" |
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 2:55 PM
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| I'm invoking it through Sales NavBar. The mainview isnvoked fine, it's the forms in it that do not show. For the life of me, I have tried anything I could get my hand on - no luck. And I bet I am missing something so simple, I will slap myslef on the forehead when I find it. |
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Re: Custom MainView does not display any forms
Posted: 30 Nov 07 3:32 PM
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| What's even more interesting, I opened a budnle I created about a year ago on 7.0 - I know for sure it worked. It's MainView also does not display the forms. Could it be the 7.1 thing? |
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Re: Custom MainView does not display any forms
Posted: 01 Dec 07 10:44 AM
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Also, I'm surprised no one has asked you if you have created a group for the mainview yet, as that is required. And I have run into this very problem after creating a bundle. If you don't create a group, SalesLogix doesn't know what record to display. It sounds like you can now see your custom mainview family - and you need to select it in the "Manage Groups" dialog box, then click the add button. The group doesn't have to have any specific requirements - it just needs to exist.
Has this been done already? |
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Re: Custom MainView does not display any forms
Posted: 03 Dec 07 11:17 AM
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Sure - there are two ways. One way is to go to View -> Groups... The other way is to rightclick on the account or contact nav buttons, select Groups, and then click Manage Groups...
Once in there, you can select the table name for the new main view, and then click "Add." That'll open up the query builder for your group. |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 9:32 AM
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I'm working on creating a group. The mainview will display current logged in user's info. So I'm trying to:
1. Find a way to create group so when I release the bundle - the group will be created for all users.
2. Way to query it on my custom table with condition “where SLXUID = Application.BasicFunctions.CurrendUserID" |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 10:14 AM
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| The best example of this can be found in the group called "My History" under accounts, contacts, or opportunitities. To have the group display the info for the currently logged in user, set the CustomTable.TheUserID = :userid, and check the box that says "Use Value as a Literal". I guess it passes :userID to the provider and the provider interprets it. After setting everything else in the group, release the group to everyone, and you'll have everything covered. |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 10:34 AM
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Perfect!!!
Do I need to have records in DB in order to display the details and tab? For now, as a test, all I have for details form is a label that will display logged in user name, by running an SQL request SELECT USERNAME FROM USERINFO WHERE USERID = '" & Application.BasicFunctions.CurrentUserID & "'"
But I still don't see neither details form or the tab. Group is there. |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 10:48 AM
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Yep, sorry - That's another easy one to miss. You do need at least one record in the group that can be displayed with the detail form. Before you can see a record, you have to insert a record. If you are just testing, you can just use the SQL Server Management Studio and run an insert statement with test data in all the fields - it's pretty easy and won't send a record to the remotes (if you have those). However, if the development you are doing is going to eventually require an Insert Form to create records, now's a good time to create that form.
Also, to display the username, you can use this:
Application.Users.Item(Application.BasicFunctions.CurrentUserID).NameFL
That way you don't have to hit the database. |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 1:43 PM
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Nope. Still no forms displayed.
I inserted the record by hand (minus the CREATEDATE and CREATEUSER). I even have a code to check if there's no record for current user in custom table - the code will insert it. No details or tab  |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 1:49 PM
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Does the record match the criteria of the group/list? It might not - just for testing, remove the criteria and see what comes up.
Also, for good measure, and because I don't know how SalesLogix reacts to a lack of Create information, add that stuff in.
And I await your response  |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 2:11 PM
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It WORKS!!!
Jeff, I cannot thank you enough! You saved my monitor from being punched through with my fist
Quick question. Since I can use tabs in mainview that only have the same base table as the MainView, is there a way to have tab manage other custom table? |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 2:23 PM
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I'm glad it worked 
As far as managing other custom tables, the only ways I know of to do that is to either create their own main views, or tie them to one of the existing mainview tables and build the group as if you were working on the custom table. For example, you can put together a reasonable group under accounts that shows opportunity information without displaying anything from the account table.
However, I'm not even sure I understood your question - was I even close? |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 2:29 PM
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Well, sort of
I am making a separate screen for our SLX users, where they can manager their various data.
Long tory short - I have a custom main table and one child table that has "Weekly Goals" records. So I'm trying to have a tab on MainView that could manage the data in the "Weekly Goals" table. If I won't find a way, I'll just merge two tables, as much as I wanted to avoid tables with many columns. Not a biggie
Thanks again! |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 2:58 PM
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Oh! Now I understand -
What you are describing is standard SalesLogix stuff. That's pretty much the primary purpose of datagrids placed on tabs - to show child table data. You do create a new data form that is tied to the mainview table, and then you add a datagrid to that form, and in the query builder you choose the child table you want onthe first tab. After doing that, you'll select the MainViewTableID on the right side of the querybuilder and drag it down to the field just below "Create a join between the view table and the grid table...". Then add the rest of the fields to the layout that you want to display from the child table. Once that is done, click OK, and then in the properties for the datagrid, click the little button in the field for "BindID", and select the MainviewTable.MainviewTableID. I think that's everything. If you want to see an example, open up the form called "Account: AccountProducts" I think that form does exactly what you are talking about.
And don't merge the tables - you do want to keep the relations in the relational database  |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 3:18 PM
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So datagrid is the only way to go?
I would like to avid datagrid at all cost...
I was requested a form with 24 fields on it, 12 for set goals and 12 for actual goals. I don't see it on datagrid, wouldn't look right.... 
Or will it.... let me try and see |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 3:38 PM
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Oh, darn - I assumed your Child Table was a One-To-Many table - but it sounds like it's a One-To-One table. And if that's the case - you certainly don't need a datagrid. You can easily do what you are talking about as well, by creating a form tied to the mainview table. When you add the fields, you click on the little button in the field for the Text property, and you should be able to see the child tables in there. You can select the goal fields there.
Am I closer?  |
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Re: Custom MainView does not display any forms
Posted: 04 Dec 07 3:41 PM
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| Actually, the child table IS Many-to-one. One record in Main table, many in child. Each week there's a new record for weekly goals. And they need to be able to browse to previous weeks. |
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