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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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 Author  Thread: History Main View
Ronnie Martin
Posts: 26
 
History Main ViewYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 02 Aug 10 4:12 PM
I am trying to create a History main view much like the Activity one, but I am not having a lot of luck.

Does anyone have any suggestions on how to accomplish this?

Is there a way to create a main view that doesn't have the Details area? Or is there a way to make it so the tabs section goes always the way to the top? I just need to see the list of History items in a few different list tabs (like you do with the activities). I can make the middle section not visible, but the top details area seems to want to always be visible.

Any advice would be greatly appreciated.

Thanks!
Ronnie
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RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: History Main ViewYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 02 Aug 10 4:46 PM
A Nav Bar button doesn't have to launch a Main View.....it could launch a Managed Form. That wouldn't have any Middle Pane or Tab Pane....you could add your own tab control down the bottom and have different 'views'\grids per tab......


So you have a History Nav Bar button....and it launches a Managed Form....and you start scripting from there.....

[Reply][Quote]
Ronnie Martin
Posts: 26
 
Re: History Main ViewYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 02 Aug 10 4:49 PM
Very good advice. Thanks a ton! I will give that a try.
[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: History Main ViewYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 03 Aug 10 8:27 AM
Well you could use a Main View.....make the Middle Pane visibility False, Group Pane visibility false.

Then make the Details pane very small or have a tab on it that has your approved lists of History....heck you could make the Tabs pane invisibilite.....and just have a big details view...

I like the ability to have more than one main view window open.....not possible with a managed form launching from a Nav Bar button.....and why not a Groups View? Would seem to be a dream situation for Users: get me all of the notes from Jan-June 2010 that dealt with Opportunities with SalesPotential over 100,000, status closed - lost, and a Notes type of Meeting or Phone Call with Regarding containing '%Deal%'
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