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Thread: Create Summary view for custom main view

Dave N
Posts: 13

Create Summary view for custom main view Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 14 Jul 09 6:09 PM

Hello,
Does anyone know how to create a summary view for a custom main view? I can create the quickform, but I am not sure how to hook this up in the main view. Any help would be appreciated.
Thanks,
Dave

[Reply][Quote]

slxguy
Posts: 71

Re: Create Summary view for custom main view Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 15 Jul 09 6:46 AM

Under Portal Manager -> Sage SalesLogix -> Pages -> Right Click and add a Portal Page (I believe that is the right one - if not the wizard should guide you through).

Add in your quickform and Set the Target Workspace to Main Content, show in mode Detail. Also add in the LiveGroupViewer (Custom), show in mode List - this will allow you to have lookups etc.

[Reply][Quote]

Dave N
Posts: 13

Re: Create Summary view for custom main view Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 15 Jul 09 8:22 AM

That's not what you need for summary view, that is what you need for the group viewer. From what I have been able to derive from examining the code for other pages, it appears there are some smart part configurations you need to do ... SummaryViewConfig on the livegroup viewer and ID on your detail quickform. Then you need to have sdata working on the entity being shown. I am having issues with sData so I can't confirm this is all yet.

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