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How do I create a new "Family"?
Posted: 04 Feb 08 8:13 AM
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Hi slx experts--
I'm wondering in Architect how I can add a new category or "family" which consists of a main view, tabs, etc. for instance, after creating a new Sales toolbar nav button called "Proposals" (left side of screen), how do I create a target for that wherein a user will click on the button and a main view will appear with tabs below? then, how would I create a form and make it the main view? I think it's called a "family" but I'm not sure.
thanks you in advance for as much detail as you can provide-- |
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Re: How do I create a new "Family"?
Posted: 04 Feb 08 4:03 PM
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Norm, what you are asking for constitutes a SalesLogix development course and would take pages of narrative to answer fully. I do not think that anyone here has the time to invest in such a reply.
If you really need to do all of this, I suggest that you arrange some training for yourself to bring you up to speed. You should also consider purchasing DevLogix (see link on home page of this site) which is targeted at the SLX developer.
Phil |
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Re: How do I create a new "Family"?
Posted: 05 Feb 08 7:59 AM
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Well, I have plenty of resources here at Sage-- I was just trying to be resourceful and try and find out information on my own. I had a lot of experience with Saleslogix in the 5.x days, but it's been a while and there is a lot to catch up on. I wasn't sure what was involved and was really only looking for someone to point me in the right direction.
Thanks,
-n |
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Re: How do I create a new "Family"?
Posted: 05 Feb 08 4:23 PM
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Originally posted by Norm Jones
Well, I have plenty of resources here at Sage-- I was just trying to be resourceful and try and find out information on my own. I had a lot of experience with Saleslogix in the 5.x days, but it's been a while and there is a lot to catch up on. I wasn't sure what was involved and was really only looking for someone to point me in the right direction.
Thanks,
-n |
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Well. Since you work for Sage, I suggest you read the SalesLogix Partner NewsGroup(s). There's tons of stuff in there that you will never see in a public forum. I even think there's a posting (or two) on building mainviews, etc... I have my own "template".. it takes about 110 unique steps to build a new one 
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RJLedger - rjlSystems |
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Re: How do I create a new "Family"?
Posted: 06 Feb 08 3:31 PM
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Originally posted by Robert Levine
Ah, come on now. All you have to do is get married! Then again, you don't even have to do that.  |
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Thanks for the early morning laugh!  |
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Re: How do I create a new "Family"?
Posted: 07 Feb 08 11:39 PM
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Norm I would just recommend you open up the mainview for accout details and look at that - there is a lot of grunt work to set up a mainview, but its fairly straight forward. First you create your base table, then you create a detail view (using a data form - make sure you save the data form with the family type of 'System' (this prevents it from being seen in 'more tabs') then create a new mainview and bind the detail form to the detail section of the mainview, set the entityname and entityname plural, set the pop up menu for the group panel on the right of the main view (check how it is done for the account details to see an example) then create a navbar button that uses the mainview argument and the mainview you've created.
To create custom 'family' types you have to add your new custom family to the base type picklists (i.e. active form type, mainview type, etc.) - this is the step you want to do first so you can save your plugins in the appropriate family.
Finally, create some basic groups for the main view (using the slx query builder) and be sure you include them in your project.
And you are definitely correct, much has changed since the 5.x days!
(I have left out a LOT of the detail here, but that should be enough to get you started and playing around with a concept anyway) |
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