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 Author  Thread: Adding toolbar button to save contents of tab
Frank Chaffin
Posts: 475
 
Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 08 9:26 AM
I have a custom table (named CU_ACCOUNT) that has a 1:1 relationship to the account. I want to use this table in the WebClient, so I...
-added an entity and defined the extension relationship.
-created a form under the account entity (account.CuAccount) and added the needed object to the form.
-added smart part to account page.

All this works and I can see data that I add in the NetWork client. I can even save data that I enter by clicking the Save button on the Account header.

Next I added a ToolBar button to the CuAccount form to save the CuAccount data
OnClickAction=business rule
Business Rule=save
Entity=CuAccount

When I click the button the data is not saved.

I also tried
OnClickAction=business rule
Business Rule=save
Entity=Account

This does not work either.

What am I missing?
[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 08 10:29 AM
Since the CU_ACCOUNT entity is an extension of the Account, you just need to call the Save rule on the Account. Set up your toolbar button to use the Save rule on the account and all will be good.
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 08 10:34 AM
Isn't this what I did when I tried these settings?
OnClickAction=business rule
Business Rule=save
Entity=Account

Is this what you are saving should work?


[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 08 10:37 AM
Hehe, missed that. Yes, that should work (I have many customizations that do just that and work fine for me). What version of SLX is this?
[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 08 10:49 AM
The version is 7.2.1.

Perhaps I did not save the changes properly, or perhaps I was still gettig the old version of the page. Now that I know that it should work I will poke around some more.

[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 29 Feb 08 1:27 PM
I created another form identical to form that did not work. The new form works. Things look the same in the Arch but the old form will not work. There must some crap in one of the file that does not show in the Arch UI.

[Reply][Quote]
Venkatesh
Posts: 72
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 09 Mar 08 10:33 PM
Frank,

I still have similiar kind of problem where I am unable to save any record but able to update the record. Could you please share with me the steps involved in saving the data?

[Reply][Quote]
Frank Chaffin
Posts: 475
 
Re: Adding toolbar button to save contents of tabYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 10 Mar 08 12:30 AM
I my case I have a custom table that has a 1:M relationship with the account record, so I looked at the Opportunity and Ticket Detail screens to see what they did. I set my custom forms Save button up in a similar way and it works fine.

I had a little trouble in the design and testing process where things were not working when I figure they should be (as I noted in a prior post). I knew someting was confusing the AA but I could not find it. So I...
1. Exited the AA
2. Restarted the AA
3. Selected my project
4. Did a CTL BuildPlatform
5. Deleted the content of the target C:\inetpub\wwwroot\SlxClient folder
6. Deployes the SalesLogix portal

Everything worked fine after that...
[Reply][Quote]
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