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 Author  Thread: How do I add a right-click lookup option to a main toolbar button?
Mark Hanford
Posts: 131
 
How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Mar 09 9:29 AM
I've created a new mainview, and the big button for it on the left-hand side needs the lookup/insert/etc options added to it.

I've created a "Services NavBar" section in my menu, and so can see the options okay when I right-click, but can't quite work out what to enter.
The Account button's "lookup" references a Function called "Lookup:AccountCompany", but I can't find where that is in the plugins or code.

I do have a Lookup, hooked into the "SERVICE" table called "Service Name", but this doesn't show up in the list in the functions drop-down.

I've created a Secured Function called Lookup > Service > Lookup Service Name, which seems to have a function name of LookupServiceName, but I'm not sure where to put this either!

Thanks,

Mark
[Reply][Quote]
Stainless Steel Snake
Posts: 32
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Mar 09 8:46 AM
Change Action for "lookup" item in menu from FUNCTION to LOOKUP, and then set argument to your custom lookup "Service Name".
[Reply][Quote]
Mark Hanford
Posts: 131
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Mar 09 10:05 AM
Should I see the Lookup in the dropdown? All I see is a list of some categories, with none of the other lookups visible:

+ACCOUNT
+CONTACT
+CONTRACT
+DEFECT
+OPPORTUNITY
+PROCEDURES
+PRODUCT
+RMA
+TICKET
+TICKETPROBLEMTYPE
+TICKETSOLUTIONTYPE
[Reply][Quote]
Stainless Steel Snake
Posts: 32
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Mar 09 4:00 AM
Yes, you should see lookup in the dropdown. First, you should see SERVICE category in list; second, you should see "Service Name" lookup in this category (in case you create table SERVICE and lookup Service Name for this table).
[Reply][Quote]
Mark Hanford
Posts: 131
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 09 6:15 AM
That's odd then - the list only has those tables I mentioned before, but obviously I have 100's of lookups defined (all the core ones for a start), as well as three new ones for the SERVICES table.
[Reply][Quote]
Stainless Steel Snake
Posts: 32
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 09 8:03 AM
I don't know why these groups are not shown. They must be displayed. But there is another way to call lookup.
Create Active Script (for example, call it "ServicesLookup" and save in "Personal" family) with following content:
option explicit
sub Main
    Application.BasicFunctions.DoInvoke "Lookup", "Service:Service Name"
end sub

And then in menu plugin select Active Script for Action and Personal:ServicesLookup for Argument.
[Reply][Quote]
Stainless Steel Snake
Posts: 32
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 16 Mar 09 9:42 AM
Quote:
I've created a Secured Function called Lookup > Service > Lookup Service Name, which seems to have a function name of LookupServiceName, but I'm not sure where to put this either!

If you did want to use Secured Function, then do the following.

  1. Create new or edit existing Global Script. Add the following lines to it:
    Function OnBeforeFunctionExecute_LookupServiceName(functionNumber, functionName)
        Application.BasicFunctions.DoInvoke "Lookup", "Service:Service Name"
        OnBeforeFunctionExecute_LookupServiceName = True
    End Function

    Where LookupServiceName is Actial Name of secured function.

  2. In your menu plugin select Function in Action drop down list and Lookup:Service Name in Argument field.

[Reply][Quote]
Mark Hanford
Posts: 131
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 23 Mar 09 6:24 AM
Thanks, I've gone the road of using the Secured Function. I don't want to have another script plugin if I can help it, this way everything can sit either in my GlobalServices global plugin or my ServiceSupport script plugin.
[Reply][Quote]
Leon Gort
Posts: 127
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Mar 09 12:36 AM
I have a main view also called "Matters" I have the left hand navbar in it's own group but can't seem to get the right click menu happening. How does the NavMenu relate to it?
[Reply][Quote]
Mark Hanford
Posts: 131
 
Re: How do I add a right-click lookup option to a main toolbar button?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Mar 09 5:47 AM
I have a Custom Menu for my SERVICES stuff, this contains a top-level entry (just under "Menus") called "Services NavMenu". In this I put the various actions I want on the right-click menu.

Then, on my toolbar item for the main Services button, I type in "Services NavMenu" for the "Popup menu" option, and it automagically uses the relevent menu commands.
[Reply][Quote]
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