Originally posted by Eric J. Van Winkle
I'm trying to build some customizations for the Web Client and I'm just baffled. How am I to hook up my Web Forms to Sales Processes? I can't find documentation or a how-to that addresses this scenario, so here are the steps I have taken.
1. I've created a new table using the Administrator.
2. I've created a new entity based on this table in the Application Architect.
3. I've rebuilt the interfaces.
4. I've created some QuickForms related to this entity.
5. I've rebuilt the Web Platform.
6. I've created a Sales Process in the Architect.
7. I've added a Phase.
8. I've added a Step and selected the Form action.
9. I've clicked the ellipses button to Select Web Template.
Nothing is there. Neither my custom forms or any out-of-the-box ones, regardless of the filter criteria.
Where are my forms?  Is there some functionality similar to "Release" for network client plug-ins?
Up until yesterday I was working with the RC-1 beta and just assumed this was something that wasn't ready at the time that it was released. Now we've installed the official release and it hasn't changed, so surely this is an oversight on my part, right? Should there be a step 4.5 or 5.5 that I've missed?
Any suggestions?
Thanks,
Eric J. Van Winkle |