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Opportunity Snapshot
Posted: 04 Apr 08 1:07 PM
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My sales department would like to have the Opportunity Snapshot hidden because they usually don't use the information there. Then maybe add a button that they could click if they want to see it. Does anyone know if there is a way to hide this and add a button to make if visible again? I am currently working on version 6.2.6.
Thanks in advance! |
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Re: Opportunity Snapshot
Posted: 05 Apr 08 1:52 AM
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| You can remove it from the NavBar and add it as a button to Toolbar, just follow the same settings as the NavrBar. |
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Re: Opportunity Snapshot
Posted: 05 Apr 08 1:52 AM
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| Or, as you say, as a button - you just call the releveant view etc. from the button. |
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Re: Opportunity Snapshot
Posted: 05 Apr 08 12:43 PM
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| An alternative approach which I've used is to hide the spapshot's panel (visible = False), and add a right click option (ie: the pop-up menu) to the Opportunity Detail view to then display the hidden panel. |
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Re: Opportunity Snapshot
Posted: 07 Apr 08 9:58 AM
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Thanks for all of your help! I have it working now! You guys are just awesome! |
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Re: Opportunity Snapshot
Posted: 08 Apr 08 7:21 AM
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I managed to get this working with a button that hides a panel. I do have another question though, can someone explain how the pop-up menu works? I have to add a new item to it that will display a new form. After looking at the current coding for this pop-up menu I just don't understand how the system knows what to do. I know that this is probably basic stuff, but I am very new at this.
Thanks,
Renee
This is the code:
Sub grdHistoryPopupMenuClick(Sender, Item)
PopupMenuClick Sender, Item
CommonCheckBoxChange Sender
grdHistoryChangeNode grdHistory.GetCurrentField
End Sub
Sub CheckBoxChange(Sender)
CommonCheckBoxChange Sender
memNotes.Text = HistoryChangeNode(grdHistory.GetCurrentField("HISTORYID")) 'DNL
End Sub
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Re: Opportunity Snapshot
Posted: 08 Apr 08 11:11 AM
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The popupmenu OnClick event is fired whenever you click on one of the menu items. Usually I'll want to filter it so that I only use code when the "Clone" item is selected. I use a select case Item.MenuIndex and start at case 4 on a standard grid. That's because 0-3 are the Add, Edit, Delete, and Separator items respectively. I use MenuIndex because localization would change "Add" to something else in another language.
The code you pasted looks like it's doing some standard calls. PopupMenu Sender, Item is a straight pass through, as is CommonCheckBoxChange, all three routines likely being in one of the include scripts. Usually I'd leave them alone unless you really need to alter their behavior. Most of the time you're fine just tacking your code onto the end of their routine if it's something minor. |
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