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Naming Custom forms
Posted: 08 Jan 09 5:25 PM
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In 7.2 or 7.5 I may create a custom form that will appear as a tab under a main view, such as account or opportunity. Following a sensible naming convention, I may set the Name property to "c_CustomView." To give the user a more friendly name to read I set the Caption property to "Custom View".
Now the Tab reads "Custom View". But if I look for it under More Tabs it's called "c_CustomView".
I notice the SLX OOTB tab forms have names like "frmForm", but in More Tabs they appear as whatever is in the Caption Property.
How can we do that?
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Re: Naming Custom forms
Posted: 09 Jan 09 9:29 AM
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Make sure you are looking at the Plugin properties, not the Form properties.
Go to Manage --> Plugins, find your plugin, right click, Properties...
Does it show there? |
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Re: Naming Custom forms
Posted: 09 Jan 09 9:56 AM
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Ah hah!
So when the Display Name on the Proptperies view is blank, the More Tabs tab defaults to the plugin name.
Thanks.
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Re: Naming Custom forms
Posted: 09 Jan 09 2:17 PM
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| I take that back, in the 7.5 system I'm working on, I have a friendly name in Display Name, but the plugin name "c_SupportNotes" appears under More Tabs. |
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Re: Naming Custom forms
Posted: 10 Jan 09 4:45 AM
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Actually, none of the OOTB forms have names as frmForm as their saved name (this may be the name of the form, within the form - if that makes sense). Essentially, for any forms that are going to become a tab - simply save them as they are intended to appear. There's no need to get overly fancy  |
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