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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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What are the required steps to create a custom form to be displayed as a tab for contact in visual studio?
Posted: 29 Apr 09 7:21 PM
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Hi all!
I'm currently trying to find out what's the best way to display some complex data in SalesLogix Web (7.5.1). Since I have to pull data from a SQL View with some filtering conditions I'm not very sure if a QuickForm will do it, so I'd like to do some tests with a custom form that will be displayed as a tab for Contact. Could someone let me know about the steps required to do that? I was reading AA help today, and couldn't seem to find some kind of how to or tutorial that would cover this topic.
My idea is to create a form in Visual Studio, with all the flexibility it offers regarding data binding, filtering, etc, and use it as a tab for Contact. I'm not even sure if this can be done, but from what I've read on this forum, this is something some people is successfully doing.
Thanks to all. |
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Re: What are the required steps to create a custom form to be displayed as a tab for contact in visual studio?
Posted: 30 Apr 09 6:40 AM
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Hi,
If you create it as an .ascx, you can then add into the VFS. Once in the VFS you can add it to Contact/Account or whatever page as a tab.
To add it to the VFS, expand the SupportFiles\SmartParts folder, under Portal Manager\Sage Saleslogix. Either Add a new directory, or if its an Account .ascx right click the Account folder, and "Add Existing Files"......
Once the file is in the VFS it will then be in the Explorer window to add as a smartpart against whichever page you wish, under the "Custom" tab.
Should do the trick 
Nick |
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Re: What are the required steps to create a custom form to be displayed as a tab for contact in visual studio?
Posted: 30 Apr 09 6:47 AM
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More expanded ....
1. Either create the Ascx file or in AA under entityModel->contact->Frorms create a blank smart part.
2. If you create the blank smart part add it to your contact page in your tab area and deploy
3. Load up web application in VS and make the change you require and test
4. When import the smart part back into the VFS under Portal->.....->Support Files->Smart Parts->Contact (when you do this ensure that you also import the resx file if it was created in your earlier posting)
5. Remove the Blank smart part you created earlier and update the contact page to point to the new smart part
now what I do for more effiencey is my model is always in the file system. I do not develop against the model in the DB at all. So after update my customizations I just do a simple directory copy from Inetpub\wwwwroot\ ... to e:\development\projects\\project\vfs\model\portals\ ... I do not need to be in AA and it allows me to make bulk changes to many custom smart parts at a time and just easily move them with the least hastle.
Mark |
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Re: What are the required steps to create a custom form to be displayed as a tab for contact in visual studio?
Posted: 30 Apr 09 6:53 AM
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Originally posted by Mark Dykun
More expanded ....
1. Either create the Ascx file or in AA under entityModel->contact->Frorms create a blank smart part.
2. If you create the blank smart part add it to your contact page in your tab area and deploy
3. Load up web application in VS and make the change you require and test
4. When import the smart part back into the VFS under Portal->.....->Support Files->Smart Parts->Contact (when you do this ensure that you also import the resx file if it was created in your earlier posting)
5. Remove the Blank smart part you created earlier and update the contact page to point to the new smart part
now what I do for more effiencey is my model is always in the file system. I do not develop against the model in the DB at all. So after update my customizations I just do a simple directory copy from Inetpub\wwwwroot\ ... to e:\development\projects\\project\vfs\model\portals\ ... I do not need to be in AA and it allows me to make bulk changes to many custom smart parts at a time and just easily move them with the least hastle.
Mark |
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Thanks Mark, I did answer it the lazy way  |
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Re: What are the required steps to create a custom form to be displayed as a tab for contact in visual studio?
Posted: 30 Apr 09 6:58 AM
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Also, if context is important to you in the smart part (you need binding) you shoud inherit your smart part from EntityBoundSmartPartInfoProvider and override the read only property EntityType returning back typeof(Sage.Entity.Interfaces.IContact). I tend to do lots of cleanup of my custom smart parts (ones that start from an AA template) where I refactor the code to be cleaner and less verbose. This way I know that only the code that is required to run the functionality is there and not alot of generic code. Less code to jit is a good thing. Also the smartparts when generated in AA consist of both the markup and html together. I do not really like this so the first step for me is to add .cs file and move the code into the codebehind file for that level of seperation. To do this I
1. Create a new CS file in the same folder as the ascx file, so if the smartpart name is CustomerDetail.ascx I would add a new C# class and name it CustomerDetail.ascx.cs
2. remove the default constructor from the CS file, have it inherit EntityBoundSmartPartInfoProvider and make it a partial class
3. Copy all of the C# code from the markup page into the new CS file
4. Remove the redundant script tags in the markup page
5. In the header of the markup page change the Inherits to the name of the class 'CustomerDetail" and replace the value in
6. Remove the ClassName attribute and add a new one CodeFile="CustomerDetail.ascx.cs"
Then I have a cleaner page which allows me to accomplish several things such as be able to see and learn both the Markup and how the application code works.
Mark |
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