If I develop a form using Admin and created a bundle. How does it get released to the groups such as operation supervisor or other department groups?

How do I manage the release?

The way I have done is as follows:

1. Within the Architect, right-click on plugin and new window pop up, I get an option to choose the team and release. For testing, I choose "Everyone" and hit OK

When I try to test using Saleslogix client with operation supervisor login, I get a message

"Could not find the data for the Personal:Name of the plugin."

Please help me how to release it to groups

Thanks

For the same database a bundle is irrelevant. You create a bundle to transport your changes to a new system.

So, you create the bundle, add the items to the bundle (such as create table, plugins that you created/modified, lookups, picklists etc) - basically everything that defines what the customisation should be.
It's unforgiving, if you forget to include a table, a picklist then do not think it will 2nd guess you - it won't. So, as a hint, as you create items in the system - add them to the bundle as you go.

Your error above simpy looks like you forgot to include a plugin that the other parts relied on (like a form, the table itself etc).

So, you dev system (A) contains everything. Your destination system (B) contains nothing.

You create a project in (A) that contains everything you did. You then create a bundle from the project in (A). You then install this bundle in (B). As you install it - it will ask who to release new plugins to. Select Everyone is the easiest - secure it down later if you need to.

Now, you modify items in (A). Open the same project, make your changes. Re-save the bundle from (A) and install into (B). It will automatically update the items as required.

That's it. Also, as a further hint - don't make changes in (B) try to save them in (A) - it'll work, but you will confuse yourself and you are confused enough. Keep (A) as the master and (B) as the destination - always in that order.

If I open the Project A in dev environment and make changes and save it, does it show all the changes to every user/groups? or do we have to release it in DEV separately?

After you save the plugin, press F10 and release.

So, open the plugin, make changes, save it, F10, releases it.

I logged in as Admin and released it to everyone. Still it is not visible under different user/groups

What exactly isn't visible?

If you cannot see it - how come you are getting an error? (see above) ? Clarify what you have done, what you are seeing, what's doing what. What's calling what and how. Is it a release issue or a plugin issue or something else entirely. You simply can't state that something is causing an error on one hand and then claim you can't even see the thing causing the error on the other hand. You are confusing and combining issues. Be clearer.

There are 2 users I have used.

One is a regular user. When I login as regular user, I was able to invoke main menu item. Main menu opens the form contains 3 grids. This form shows data that was already filled in by Admin user. But, the functionality is .. when a regular user right click on the first grid, it should pop up a menu Add, Edit and delete option. It doesn't show. I think that option is restricted.

Another user is Operation group. When I login as Operation group user, clicked on main menu items, it gave an error

"Could not find the data for the Personal: Manage Master Relationship Groups plugin. 0x1 @0 Form Personal:Manage Master Relationship Groups

Then I do not think this is a release issue. The issue appears to be data related. Do you have a SECCODEID column in each/any of the tables used in the grids? {they may have been added automatically}. 

If you do - then security is invoked on the rows (i.e. you have to be in the team, related to the row being inserted/edited). Post the SQL Scripted table defs for each of the tables you have created. That may help.

/****** Object:  Table [sysdba].[C_MASTER]    Script Date: 03/26/2013 12:03:18 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [sysdba].[C_MASTER](
 [C_MASTERID] [char](12) NOT NULL,
 [CREATEUSER] [char](12) NULL,
 [CREATEDATE] [datetime] NULL,
 [MODIFYUSER] [char](12) NULL,
 [MODIFYDATE] [datetime] NULL,
 [NAME] [varchar](64) NULL,
 [MASTER_NR] [int] NULL,
 [MASTER_PURPOSE_ITEM_ID] [varchar](12) NULL,
 [AUM_AMT] [numeric](17, 4) NULL,
 [AUM_AS_OF_DATE] [datetime] NULL,
 [COMMENTS] [varchar](255) NULL
) ON [PRIMARY]

GO
SET ANSI_PADDING OFF

/****** Object:  Table [sysdba].[C_MASTER_MEMBER]    Script Date: 03/26/2013 12:02:39 ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
SET ANSI_PADDING ON
GO
CREATE TABLE [sysdba].[C_MASTER_MEMBER](
 [C_MASTER_MEMBERID] [char](12) NOT NULL,
 [C_MASTERID] [char](12) NOT NULL,
 [CREATEUSER] [char](12) NULL,
 [CREATEDATE] [datetime] NULL,
 [MODIFYUSER] [char](12) NULL,
 [MODIFYDATE] [datetime] NULL,
 [ENTITY_NAME_ITEMID] [varchar](12) NULL,
 [ENTITYID] [varchar](12) NULL
) ON [PRIMARY]

Can you bundle up the whole project and place it somewhere I can get to. I can't see anything obvious.

where shall i drop this bundle?

Do you have dropbox, ftp ? anywhere you can put the details ?

http://dl.dropbox.com/u/1371635/CBIS%20Master%20Relationship%20Groups.sxb

Got it - 1st hint, never include the SLX Plugins (Database Support etc). I know it includes them if your forms/scripts add them automatically, but you need to delete the action as you don't want to be distributing common includes.

Also, this bundle does not contain any tables?

This view is also missing:

(Personal:CBIS AddEdit Cont Assoc Type)

As a quick way to ensure you trap everything - include the stuff in this order:

1) All tables

2) All picklists, lookups

3) Any calc fields

4) Any SQL Updates

5) Forms, Scripts

You should hit the + to add items, select Forms, Scripts and then sort by date. Select the first one and then the last one within the period you've been working. Add them to the bundle. You are unlikely to miss anything then.

http://dl.dropbox.com/u/1371635/CBIS%20Master%20Relationship%20Groups.sxb

http://dl.dropbox.com/u/1371635/CBIS%20Master%20Relationship%20Groups.sxb

Please help

Sorry, was away last night.

You don't need to include joins if you include the table
Personal: CBIS Manage Pricing Relationship Groups cannot be used (it's not in the bundle)
Personal: CBIS Manage Master Relationship Groups - err, dgGroupRowSelect - invalid table name (L132, char 13)

As far as I can see:

C_CONTACT_ASSOCIATION
C_CNTCT_ASSOC_TYPE
(C_ORGANIZATION)

Picklists:
(CBIS Entity Name)

Are tables/picklists you have created but are missing from the bundle.

As suggested, you really ought to keep a closer eye on what you are creating and ensure they are in the bundle to begin with. This is what you will transfer to your customer eventually so you are just going to fall into the same trap there.

Thanks for your prompt response..I have been testing this functionality in test environment. I have been making the changes in test environment and release the changes to "Everyone" and tested as Admin. The changes worked fine. When I login as regular user in the same environment, it doesn't work properly.. I understand that there may be problem with the way I have creaed the bundle. But, in test, it doesn't appl.. Isn't it?

Thanks for your prompt response..I have been testing this functionality in test environment. I have been making the changes in test environment and release the changes to "Everyone" and tested as Admin. The changes worked fine. When I login as regular user in the same environment, it doesn't work properly.. I understand that there may be problem with the way I have creaed the bundle. But, in test, it doesn't appl.. Isn't it?

All of that is not relevant. I need to be able to test what you have to have any chance of advising further. So, you can either provide the bundle or a db backup - choice is yours !

http://dl.dropbox.com/u/1371635/CBIS%20Master%20Relationship%20Groups.sxb

Please let me know if any update

Adding a member | Member Name | Unable to find lookup C_ORGANIZATION:Org Nr

Adding the contact associations (missing view).

But, basically, the design works. Logged in as Admin I can see the master, the member. Logged in as a user - I can see (but not edit).

You need to work on the eventing that is going on. The system flashes & shakes like crazy! This because you are spraying all sorts of events around e.g. refreshing the grids when you don't need to. OnClick of a grid you do something, but then find out you shouldn't do it - then refresh the grid. Why? Find out before, no need to refresh grid (as what's displayed is displayed anyway).

lkpMemberNamePopupReturn(Sender) in CBIS AddEdit Relationship Master Member fails with an unknown function called Quotes.

PermissionToEdit() - looks in the seccodetable for a role Operations Super% and this works as expected (if I create a team).

But, I can't find anything like the original issue you report. Just release everything (forms/scripts) to everyone - as you seem to be overcontrolling the functions anyway.

I don't think I am restricting anything at this point within the same DB. As I said earlier,releasing all the changes have been released via Architect. I will try again and see if that helps

Thanks

When I removed the installed bundle and released again.

The functionality worked.. no issues. I tested using operational user and I was able to proceed further. Earlier I used to get a message "Could not find the data form with the name of the plugin"

Not sure what went wrong earlier when I released via Architect.

Thanks for your support.