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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Help getting started
Posted: 18 Oct 07 11:39 PM
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Real Simple in the web client I want to simply know how to do this.
1 Add a form
2 Create a Text Box that says "Hello"
3 Save It and Publish it.
I for the life of me can not figure it out. Anyone have some simple instrucitons.
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Re: Help getting started
Posted: 19 Oct 07 7:19 AM
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Wait for SP1.. (it's in RC right now) and one of the new wizards will do it for you...
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rjl |
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Re: Help getting started
Posted: 19 Oct 07 11:14 AM
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Hi Kevin,
RJL mentions waiting for SP1 (which is currently in RC = Release Candidate. Meaning almost released). There are many enancements in SP1, but none exactly that do this for you. The steps in SP1 are the same as in the current version.
Forms are based on the entity you want it for. Let's assume you want to make an account form and display it as a tab on the account screen. These steps are from memory, so let me know if I miss any steps or it doesn't make sense.
PART 1 - CREATING THE FORM
1) Expand "Entity Model"
2) Expand "Packages: and then expand the node that says something like "SalesLogix Application Entities"
3) Expand "Account"
4) Right-click on "Forms" and select "Add Form"
5) The new blank form opens. Right-click and select "Add Column" or "Add Row" to get your desired layout
6) Right-click and select "Insert" and then select "Textbox".
7) Make sure your Properties pane is open (View | Properties)
8) Select the Textbox, enter a Caption property
9) Either enter a Text property, or if you want to bind it to a field, click the DataBindings property. In the property editor select the account field to bind, select "Text" on the right, then click the "Map" button to map the binding.
10) Click any where on the form (not on a control), note the Form's "Name" property (you can change this)
11) Save the form and close it.
12) Click the "Build Web Platform" button on the toolbar, wait for the build to finish.
PART 2 - ADDING THE FORM TO A PAGE
13) Expand "Portal Manager" on the left tree
14) Expand "Sage SalesLogix" portal
15) Expand "Pages"
16) Locate the page named "Account Detail", double-click it to open
17) On the "SmartParts" tab, click the "+" button.
18) In the SmartParts dialog, expand "Account" and then select your form you created earlier
19) Back on the SmartParts tab, select the newly added SmartPart in the list and set the following properties to the right:
20) Title = name for your tab
21) Target Workspace = "TabControl"
22) Show in Mode = "Detail"
23) Save the Page and close it
24) Open the "Sage SalesLogix" portal under the portal manager
25) Go to the deployment tab and redeploy the portal
Now go to the account page and look for you new form, likely under the "More Tabs" tab. Hopefully that covers it. Good luck.
-Ryan |
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Re: Help getting started
Posted: 20 Oct 07 9:17 AM
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Originally posted by Ryan Farley
Hi Kevin,
RJL mentions waiting for SP1 (which is currently in RC = Release Candidate. Meaning almost released). There are many enancements in SP1, but none exactly that do this for you. The steps in SP1 are the same as in the current version.
Forms are based on the entity you want it for. Let's assume you want to make an account form and display it as a tab on the account screen. These steps are from memory, so let me know if I miss any steps or it doesn't make sense.
PART 1 - CREATING THE FORM
1) Expand "Entity Model"
2) Expand "Packages: and then expand the node that says something like "SalesLogix Application Entities"
3) Expand "Account"
4) Right-click on "Forms" and select "Add Form"
5) The new blank form opens. Right-click and select "Add Column" or "Add Row" to get your desired layout
6) Right-click and select "Insert" and then select "Textbox".
7) Make sure your Properties pane is open (View | Properties)
8) Select the Textbox, enter a Caption property
9) Either enter a Text property, or if you want to bind it to a field, click the DataBindings property. In the property editor select the account field to bind, select "Text" on the right, then click the "Map" button to map the binding.
10) Click any where on the form (not on a control), note the Form's "Name" property (you can change this)
11) Save the form and close it.
12) Click the "Build Web Platform" button on the toolbar, wait for the build to finish.
PART 2 - ADDING THE FORM TO A PAGE
13) Expand "Portal Manager" on the left tree
14) Expand "Sage SalesLogix" portal
15) Expand "Pages"
16) Locate the page named "Account Detail", double-click it to open
17) On the "SmartParts" tab, click the "+" button.
18) In the SmartParts dialog, expand "Account" and then select your form you created earlier
19) Back on the SmartParts tab, select the newly added SmartPart in the list and set the following properties to the right:
20) Title = name for your tab
21) Target Workspace = "TabControl"
22) Show in Mode = "Detail"
23) Save the Page and close it
24) Open the "Sage SalesLogix" portal under the portal manager
25) Go to the deployment tab and redeploy the portal
Now go to the account page and look for you new form, likely under the "More Tabs" tab. Hopefully that covers it. Good luck.
-Ryan |
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The wizard(s) will do all of Part 1...
But not part 2 (adding the page)
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rjl |
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