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Upgrade from 5.4 to 7.2
Posted: 05 Mar 08 10:16 AM
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| I am upgrading the database in a test invironment. I do not fully understand the architecture for 7.2. If I want to change the form that is used to insert opportunities from the most recent active form ( called insert opportunities) to a converted lagecy form ( called TRG Opportunity detail) how would i do that? This is called from right click on any opp datagrid and the tabs on the left. I'm just not sure where to set the default add/edit form for the big 3(account, contact and opportunity). Thanks in advance. |
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Re: Upgrade from 5.4 to 7.2
Posted: 05 Mar 08 3:55 PM
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An upgrade from 5.4 to 7.2 requires at least two sets of bundle installs. When you do that, you'll have the option to not release Insert Opportunities. Then you'll have to track down the buttons, menu items and right-click menus that are used to launch Insert Opportunities and change them to your legacy form. If your custom legacy form needs global variable values that are not created by the new plugins, you'll need to fix that.
It might be easier to add the custom functionality you need to the 7.2 version of the Insert Opportunities form. |
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Re: Upgrade from 5.4 to 7.2
Posted: 06 Mar 08 6:35 AM
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| I was hoping that there was one centelized place to make this change but if not I think I will modify the 7.2 form. Thanks. |
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Re: Upgrade from 5.4 to 7.2
Posted: 06 Mar 08 10:07 AM
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Best Practice is to use the new forms/scripts and "re-integrate" your customs on those forms.
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RJLedger - rjlSystems |
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