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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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Re: How to add a new page under More tabs
Posted: 22 Feb 08 7:06 AM
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Prathima,
When you add a smart part to a page. If its order is lower (descending) then the first 6 tabs it will be listed in more tabs list box for selection. Make sure that the smart part has its Target Workspace set to 'TabControl' and show in mode is 'Detail'
Make Sense
Mark |
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Re: How to add a new page under More tabs
Posted: 22 Feb 08 12:12 PM
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Prathima,
Ryan posted a comment to my blog expanding on the tab count (configurable). I have include his text here as it is very informative
[From Ryan]
That number is configurable for each page, so it might not always be 6. The base.Master template has several properties, one of which is called DefaultVisibleTabCount. These properties can be configured for a page by opening the page in AA, the click the "Configure" button in the "Template Information" section. You'll see the DefaultVisibleTabCount property there. If blank, then the default is 6. You can specify a larger number there to have more tabs visible there (users also have their own setting for visible tabs as well which can override your global ones set for the page). You can also specify there whether you even want to have the "More Tabs" tab even display for the page at all.
These page properties can also be manually added into the PageProperties collection for the selected page as well.
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Re: How to add a new page under More tabs
Posted: 25 Feb 08 4:56 AM
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Mark,
Thanks for the inofrmation.I have followed the following steps given by Ryan in one of the thread to add a new form. During these steps DefaultVisibleTabCount property was by default set to 7.
But still we are not able to see the new form under "more tabs".Pl let me know if I have missed out anything..
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
Go to the account page and look for you new form, likely under the "More Tabs" tab.
One more clarification after every change do we need to redeploy or only build is enough for the changes to reflect in the webclient..?
Thanks again,
Prathima
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Re: How to add a new page under More tabs
Posted: 25 Feb 08 6:39 AM
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on step 25 you more then likely should have rebuilt the web application before you deployed. It looks as if you have all of the steps correct otherwise though.
Mark |
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Re: How to add a new page under More tabs
Posted: 25 Feb 08 2:03 PM
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You have to keep in mind that the user's options, about what tab appears where, supercedes the global settings for tab placement for the page. If you've logged in as a user before and rearranged your tabs, those settings will take precent for that user, not what you've defined for the page. To test your change, maybe log in as a new user to see how it looks.
-Ryan |
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Re: How to add a new page under More tabs
Posted: 25 Feb 08 2:04 PM
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Originally posted by Mark Dykun
on step 25 you more then likely should have rebuilt the web application before you deployed. It looks as if you have all of the steps correct otherwise though. |
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You shouldn't need to rebuild again at that point since you've not changed the entity model. Rearranging smartparts on a page, or even adding a new smartpart on the page, does not require a build, just a deploy. |
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Re: How to add a new page under More tabs
Posted: 21 Aug 08 9:49 AM
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Originally posted by Ryan Farley
You have to keep in mind that the user's options, about what tab appears where, supercedes the global settings for tab placement for the page. If you've logged in as a user before and rearranged your tabs, those settings will take precent for that user, not what you've defined for the page. To test your change, maybe log in as a new user to see how it looks. |
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Is there a way to change a user's options about what tabs appear where AFTER they have logged in? |
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Re: How to add a new page under More tabs
Posted: 22 Aug 08 10:36 AM
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Originally posted by Ryan Farley
You shouldn't need to rebuild again at that point since you've not changed the entity model. Rearranging smartparts on a page, or even adding a new smartpart on the page, does not require a build, just a deploy. |
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Really. Then what is the difference between clicking Rebuild Interfaces and Rebuild Site?
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