Hi,

I'm assigned to create a new Tab in the Account screen with some details. The details from the tab should be displayed in a grid, also it should be having the ability to pull the reports in excel. How can I achieve all these?

Can someone help me in giving me the steps for this requirement? APart from small modification requests, this is the first 'create' request i'm encountering.

Can anyone give any kind of guidance in this? Please

What version are you on? Presuming you are on 6.x or above there is a utility on this site you can download called E1 user audit which has code to export a grid to excel which may be useful. .

As for the data on the accounts tab, is this a 1 to many table from the account table? If so, drop a datagrid on the form and set the bind ID to accountid, edit the datagrid SQL to use your table, set the Accountid for the join under the table then add any layout and criteria you want. You also need to update the tab info under Tools > client options > main view tabs

hope this helps

Leon

The system plugin "Export_Grid_To_Excel" provides all you need to get grid data into an excel sheet

But to start with, how to create the tab and populate the desired details into it?

But to start with, how to create the tab and populate the desired details into it?

Hmm this is a very basic question about SLX development.

Use the Database Manager to create a new table (if needed; needs to be 1:n relation to Account table for your needs). Using the architect you create a new "Account Form", place a DataGrid in it and define the SQL parameter. Here you can select the new table and drag & drop all fields you want to see. Basically thats it, its quite easy.

The tab is automatically created, you can use the Release option in Architect to define the access rights. Most stuff is automatically done but can be manipulated afterwards. The new tab is visible in "More Tabs"-Tabs in SLX.

Maybe you should take a look in DevLogix, mentioned here on this website - it is about SLX development.

Ok. Now I have created a new Account form and placed the datagried in it and defined the sql parameters.

But, I cannot see the new tab in Saleslogix Client. I released it, but there's no 'more tabs' in my screen. Did i miss anything in between? How to get the new account for added to the tabs of the Account Screen?

Can anyone help me on this please. I dont see a more Tabs option and I cannot view the new Tab i have created. I have bundled the plugin and installed using the Administrator. can anyone tell where i'm gettting wrong?

Please please..

Libin, can you please get a copy of DevLogix, download the SLX Developer Reference stuff and read up on this?

The SLX Admin, Architect, Client Guides are full of stuff on this.....logged in as ADMIN in the architect you need to release plugins for other users to see any changes in the form.

If you created an Account Form in the architect and saved it in the Account or Personal Family it will show up in the More Tabs tab under the account for ADMIN. For all others the ADMIN needs to work with Client Options and set the visibility of the new account detail tab form. If you saved the form under another Family or System you will NEVER see it under Account Details tab form....that's never.

Print out the Architect help guide, please!

You have anserwed that question on these forums the same way twice (that I have found so far). That is not helpful it is frustrating. I have been thru the guide, I have found no solution for the same problem. 

Since you are so sure this problem is addressed in the guide, can you please point me to the right page?

For others on this forum, who may be helpful.  I have a new form that is not listed in more tabs..

I have given it the family of opportunity ( I have also copied it to accout and personal to try it there). I did release the form to everybody. It is still not listed anywhere. I have other forms, which I created that are listed as expected. Does anyone have a clue as to why this form and copies of this for are not being listed in the more tabs... section?

I answered with 3 possibilities:

1. Did you create an Account Form? That's a menu item in the upper left of the Architect. I've created Opportunity, Contact, et al forms by accident and nothing you do will get it to show up under Account.

2. If you accidentally gave a form the system family you will never see it in more tabs.

3. Tools Client Options is available in the Client and that's how you get tabs to be visible to users. (besides the release).

I use DevLogix for all my development work....lots of helpful tips.

When you create any data bound form it will ask for the base table (unless you use the pre-defined Account/Contact/Opportunity forms). It is this action alone that specifies whether it will show up under more tabs (for the A/C/O). For example, if you create a new form and link it to the table USERINFO then it will not show under More tabs for accounts - even if you populate it with account based stuff.

So, delete what you have done and start over. Using Architect, click the drop down that says Account. Drop a few controls on the form. Save it to family Account. Release it. It will now appear in SLX client (which you must refresh using Ctrl+F5).