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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: Alternate Account Detail view by department.
Lawrence Reid
Posts: 63
 
Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 9:39 AM
fiogf49gjkf0d

How can I display an alternate Account Detail view for different departments.? Some departments need to see different information specific to their department.

[Reply][Quote]
Adam Travers
Posts: 113
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 9:44 AM
fiogf49gjkf0d

Assuming you have a view created you can then set the detail view for each user within their user profile | Security | Entity Name: Account | Detail View

[Reply][Quote]
Lawrence Reid
Posts: 63
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 10:11 AM
fiogf49gjkf0d

Thanks for such a quick response.  I created a copy of the System:Account Details form as System:Account Details Test with only a simple visual modification to know the difference. Then I copied the Account Main view as System:Account Details MV Test.  When I open the Tools/Options Window the General Settings: Show on Startup and the Groups: Main View lists the Account Details MV Test not the actual custom form.  Did I miss something?  Also, if I have to use a different Main View, how will that impact security and other integrations with contact and activities?


 

[Reply][Quote]
Adam Travers
Posts: 113
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 10:23 AM
fiogf49gjkf0d

Sorry, I should have said! You need to login to the SalesLogix Administrator and then follow the steps in my previous message.

[Reply][Quote]
Phil Parkin
Posts: 819
Top 10 forum poster: 819 posts
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 10:39 AM
fiogf49gjkf0d

Be careful going down this path. In my experience, this will end up a maintenance problem - though it may seem like an easy quick fix now. Far better to code the variations into a single form and then adjust what is displayed at run time based on whatever criteria you choose (team/department/inside-leg measurement).

[Reply][Quote]
Lawrence Reid
Posts: 63
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 11:32 AM
fiogf49gjkf0d

Thanks for the heads up.  I may have to fallback to this.


I get the same list in the Client options while in the lan client and the administrator.  It only shows different main views.  I did find that I can open the System:Account Detail main view and change the form to open which works, however when I try to set it in the OnOpen event I get an error that the form and the panel objects are empty and can't be set.  This would be great if I could use a select case to assign the form at run time by department.  Any ideas of how to get this to work?

[Reply][Quote]
Phil Parkin
Posts: 819
Top 10 forum poster: 819 posts
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Feb 11 11:38 AM
fiogf49gjkf0d

I have never seen that done - I do not think it is possible, I'm afraid. You have to tweak these settings on a user-by-user basis as far as I know.

[Reply][Quote]
RJ Samp
Posts: 973
Top 10 forum poster: 973 posts
 
Re: Alternate Account Detail view by department.Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 25 Feb 11 3:48 PM
fiogf49gjkf0d

Form change event handling is during the AXFormChange, not AXFormOpen.


My advice would be to use a Tab Control.....one for each departments 'view' of the world.....turn on and off the tabs and change the active tab (the focus) as needed.... I've also used panels before, you can turn on and off their visibility, move panels on top of one another, etc......

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