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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Account AND Contact customization
Posted: 24 Aug 06 1:07 PM
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fiogf49gjkf0d I have to create a customview with LookUps for both Accounts and Contacts with One form that'll search both tables for substring matches. My people don't like that you have to go to contacts then accounts and that in either case if you type "Reynolds" in the lookup you wont get "The Reynolds Company" So I have to write SQL to show all results (maybe Ill use Edit boxes) for Accounts and then Contacts and when they click on a result this Form closes and Account or Contact opens with currentID. Further I think that if no result is found another form or a previously hidden section of this form should appear where my people can enter info for both Account and contact at once and update (or I should say Insert) into both tables at once. So. I think I can muddle through, except:
1. Can you please tell me how to ( very similar to the previous task ) make account or contact pop open with selected id and close my form. Even though It wont be bound to either table.
2. Advise me on whether my form should ( or can) be all on its own ( called from navbar ) or should I create a mainview and have my form in the detailsview.
3. Tell me if any part of my evil plan is inconceivable (Ref:Princess Bride) |
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Re: Account AND Contact customization
Posted: 24 Aug 06 2:00 PM
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fiogf49gjkf0d ok.. here's how to use the PK (Primary Key) value from a base table (Account, Contact, Ticket, Opportunity, etc...) and "jump" to the view (form):
ex: jump to a contact record:
sID = "CXYZZ0000001" 'Contact ID
BaseTableName = "CONTACT" 'Name on Base table in MaContact MainView
Application.MainViews.GetViewForRecord sID, BaseTableName
If you have a modal dialog up.. fire this off thru the AXFormValidate (mrOK) event.
--
rjl
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Re: Account AND Contact customization
Posted: 25 Aug 06 12:24 PM
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fiogf49gjkf0d Ok It works , Mostly, I have a mainview bound to a dummy table and two datagrids with dynamic SQL showing contacts and Accoutns based on partial name, city, state, or phone number.
First Issue: It takes "Two" double clicks to fire either Account or Contact. Its like the first one is making the datagrid active and the second is triggering the even. How can I get rid of this first DoubleClick.
Second Issue: After double clicking an account the It takes me to Account View with the right account chosen, And then if I click on any other NavBar button it takes me to that buttons view, But, when I click back on Account Button in NavBar it takes me to my new Customer Lookup View not Accounts.
The only way I can get back to accounts is by double clicking a result in my Customer Lookup View or by Cosing my Customer Lookup View.
Does this have something to do with Modal. I am certain that I do not understand what modal is
Thanks |
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Re: Account AND Contact customization
Posted: 25 Aug 06 12:24 PM
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fiogf49gjkf0d Ok It works , Mostly, I have a mainview bound to a dummy table and two datagrids with dynamic SQL showing contacts and Accoutns based on partial name, city, state, or phone number.
First Issue: It takes "Two" double clicks to fire either Account or Contact. Its like the first one is making the datagrid active and the second is triggering the even. How can I get rid of this first DoubleClick.
Second Issue: After double clicking an account the It takes me to Account View with the right account chosen, And then if I click on any other NavBar button it takes me to that buttons view, But, when I click back on Account Button in NavBar it takes me to my new Customer Lookup View not Accounts.
The only way I can get back to accounts is by double clicking a result in my Customer Lookup View or by Cosing my Customer Lookup View.
Does this have something to do with Modal. I am certain that I do not understand what modal is
Thanks |
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Re: Account AND Contact customization
Posted: 25 Aug 06 5:12 PM
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fiogf49gjkf0d I figured out issue # 2 . It was behaving like that because my new mainview was accidentally bound to Accounts instead of the Dummy table Like I intended.
!Still need help with Issue 1: Two double clicks to fire Acount page |
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