In an 8.1 deployment, I'm following these directions (http://customerfx.com/article/a-step-by-step-to-adding-a-new-form-for-a-new-custom-entity/) step by step to add 3 new forms to my web client to show up as a tab under the account view.
For my first tab: I created my entity, said it was an extension of Account because it's 1:1. Add my form under the Portal Manager -> Saleslogix Client -> Pages -> Account Detail. Ran a Build Web Platform. So I should be able to go to Portal Manager -> Saleslogix Client -> Pages, double click Account Detail, click the plus sign for Smart Parts and add it in as a smart part, only I don't see my form there at all. I've reloaded my workspace, built the web platform and rebuilt it multiple times but I don't see the smart part there anywhere.
For my second tab: I wanted to add a data grid to a tab as it's a table with 1 to many relationships to the account. I added my entity, I set up a new relationship for 1:M with the account table. I create a new quick form data grid using the wizard but I don't see my entity there? I've rebuilt entities, reloaded and everything I can think of but that entity is simply not in my list.
I know these should be extremely easy, especially according to the guide but it just isn't working correctly for me. Could any one lend some information as to what I might be doing wrong? Thank you. |