11/29/2024 9:33:09 PM
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Forum to discuss usage & tips for SalesLogix controls and other 3rd party ActiveX controls. View the code of conduct for posting guidelines.
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How to open a saleslogix form as a non modal form
Posted: 16 Jan 09 3:47 PM
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We have a form with a data grid. When the user double-clicks a record in the data grid the contact record or lead record is brought up with the code Application.MainViews.GetViewForRecord sEntityId, "Lead" or Application.MainViews.GetViewForRecord sEntityId, "contact" depending on whether the related (targetresponse) record is a contact or lead. We would like the original form with the data grid (with records from the table targetresponse) to be either docked on the side or at least remain as a non modal form so that the users can come back to the form after recording a note or an activity. I have tried setting the modal result of this form to all possible values, but this does not solve our problem since the modal result appears to determine how the form is closed though the Architect help explains that it would determine "whether and how" the modal parent form is closed. Is there a way of opening the form with the datagrid as a non modal form? |
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Re: How to open a saleslogix form as a non modal form
Posted: 16 Jan 09 3:54 PM
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Use Split View
Go to the View Menu, and click on the "Split view" entry (CTRL+F8). You will have the Group List side by side with the Detail View.
I have done something similar to what you are trying to do, and it is possible but it could lead to lots of trouble. Then again, I wasn't doing it modally, because the client wanted each item on a diff window. (This was done for Tickets). It ended up crashing SLX after several windows were opened because the Service Reps never closed a ticket window.
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Re: How to open a saleslogix form as a non modal form
Posted: 16 Jan 09 4:08 PM
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Thank you Raul. What I have is not a Group list. I have a form that I open by clicking an icon (by setting the Action as Form). The data in the data grid is pulled from 3 or four different tables using a Union Join. |
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Re: How to open a saleslogix form as a non modal form
Posted: 16 Jan 09 4:29 PM
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Then what you would want to do is Create your own Main View object for the Entity that you are working with and then use the MainViews.ShowModal funtion to display it.
Dim recordID Dim objMainView recordID = "MYENTITYID"
Set objMainView = Application.MainViews.AddEx("Table", 1, true, 1, RecordID, "") objMainView.ShowModal
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