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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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Attachments Tab
Posted: 03 Apr 06 5:41 PM
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fiogf49gjkf0d We have a customer that is having us make some modifications to the attachments tab. Is there any way to permanatly disable the default attachments tab for contacts/accounts/opportunities?
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Re: Attachments Tab
Posted: 04 Apr 06 3:15 PM
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fiogf49gjkf0d Disable as in remove them completely? Nope I believe they're hardcoded. You can HIDE them by going to Client Options, clicking Main View Tabs, selecting the tab item, then clicking Toggle Vis. to turn it off. I don't believe attachments show up in "More Tabs" so hiding it should prevent users from accessing it for the most part. You will also want to add your custom attachments tab to the Main View Tabs list to replace what's there. |
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Re: Attachments Tab
Posted: 05 Apr 06 7:24 AM
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fiogf49gjkf0d The users can simply right click on the tabs and turn it back on. Thanks. |
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Re: Attachments Tab
Posted: 05 Apr 06 8:11 AM
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fiogf49gjkf0d You can make it hard for the user to use the standard tab by adding some code (Application.BasicFunctions.SetTabVisible "Attachments",False) to the WhenChange event of the Detail Form. This code sets the tab invisible every time the user switches to e.g. another account.
This way it's no fun to use the regular attachment tab.
There is perhaps a more difficult way to accomplish this using VB and FindWindow functionality. Although I didn't tested it you could put a panel on front of the hardcoded attachment tab. This way the users won't see the entries of the datagrid. |
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Re: Attachments Tab
Posted: 05 Apr 06 8:57 AM
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fiogf49gjkf0d I have done that in the past, users simply turn it back on when they need it. When it disappears, they simply turn it on again. In fact, for one customer that had some major security concerns on tabs, we had to write a small program that ran as a service on the pc. Anytime a user turned on one of the system tabs, it turned it off immediately. It worked, but was a real pain, and used system resources.
The issue in some cases is insider trading, etc. Certain things cannot be visible to all users. I just don’t understand why they still have “system” tabs. Well I understand, because there is no way to produce the same functionality using the SalesLogix Architect, but then either 1) upgrade architect to allow for the missing functionality and create all tabs using architect (to allow for modifications based on client security requirements), or 2) allow us to shut off system tabs.
Sorry, just on a rant today. |
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Re: Attachments Tab
Posted: 05 Apr 06 9:11 AM
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fiogf49gjkf0d In addition to hiding the tab you can copy the attachment tab from the tickets (what you probably already did), add a new entityid to the attachment table in which you copy the accountid/contactid or whateverid and join from account.accountid to attachment.entityid. Of course you will need to make your own Add Attachment Form because the form is hardcoded. I just did that a week ago for our customer. This way the files attached using the new attachment tab won't show up under attachments.
Still not perfect but close ? |
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Re: Attachments Tab
Posted: 05 Apr 06 12:57 PM
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fiogf49gjkf0d Sorry, I wasn't aware that they could turn it back on. I know all about how users abuse things of that nature so I feel your pain. I had to implement a locking class to keep a user from double clicking a grid more than once. Turns out if it doesn't open fast enough, people assume it isn't working.
The problem I see with having 2 attachment tabs now is that users will use BOTH. They'll still turn on the other tab and then attachments will be in both places but instead of the same data, it'll be skewed a little due to the entityid change. You then have to have some way of converting from the old attachment to the new attachment form on the backend when this happens, so you either have to block it entirely or accept this as a fact of implementation.
The Account/Contact MainViews have no events you can hook into to keep the tab closed. OnOpen and OnBeforeRecordClose could turn the tab off but you're left with those valuable seconds/minutes/hours that a user can turn the tab on while the record is open in front of them. There's turning off the attachment tab under the DefaultTabs property of the TabsPane but I don't know if users can still right click and turn it on then. If I had to guess, I would say yes they can.
Lastly the only thing I can think of if the DefaultTabs trick doesn't work is to throw a timer on both Account/Contact Details forms. OnChange fire the timer to check for the tab being visible and only then turn it off. The only problem I see with this is if you set the threshhold low like every 1 minute or every 30 seconds, it may make the system so slow that you can't do anything else. If you have to bump it up to 5 minutes or even 2 minutes, a fast user has the time to turn the tab on and at least START the insert process. The tab may hide itself later but once that insert is started then it's game over. The only other timer in the system is used on the Ticket Detail screen to simply count the amount of time it took for a Punch In/Out. I don't know how responsive it would be if you added code checks every x seconds or minutes but if the normal Delphi timer is any indication you should be fine. Delphi timers are pretty responsive if used correctly.
Good luck. If you figure it out please let us know. I have a feeling I'm going to be implementing my own attachments tab/system/whatever sometime soon. It's starting to become useless as is.
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