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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Renaming Opportunity to Something else
Posted: 17 Jun 10 9:32 AM
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Has anyone figured out how to rename Opportunity to something else for a customer.
I can attack the usual suspects on the screen but are there any leasons learned people have?
- a simple way to do it
- have a script to go about it
- or know the limitations (what breaks) if I try renaming it all (like groups or filters issues)?
My customer wants base functionallity but Opportunity is a show stopper for several valid reason |
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Re: Renaming Opportunity to Something else
Posted: 17 Jun 10 10:10 AM
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Unfortunately, this is it.
You can change most Descriptions and labels, but don't change Picklist names (not an issue on the Web Client as they don't show up the name when open).
There may be quite a bit of items where the Description is stored on DLL Resources.
I have read in the past that using Localization may be an alternative, but never tried it myself.
Best bet may be to tell the customer that you can change it in the most meaningful places and compromise. |
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Re: Renaming Opportunity to Something else
Posted: 17 Jun 10 10:22 AM
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Thanks, I did the 30 update for the demo and that was fine.
Getting the Opportunity: labels out of the resx file might be as easy as a search and replace game, but ...
Changing it on the Group builder and relationships starts to push the it works doesn't work at all limit and I suspect I'll hit a lot of hardcoded sage dlls at that point.
But, never hearts to ask the experts
thanks |
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Re: Renaming Opportunity to Something else
Posted: 17 Jun 10 4:40 PM
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Lane,
I've done this 3 different times for Account - so it can be done. First, replace all the labels using the following steps:
1) Export the project to a local filesystem
2) Download TextCrawler (my kind of price - free!)
3) Do a search and replace on all *.ascx.resx and *.quickform.xml.resx files the following regx worked for me:
--- Find string: (.*)(Opportunity)(.*)
--- Repl string: $1MyNewName$3
4) Don't forget about variations in case as well as abbreviations (Opp, Oppo, etc...)
I had to do the filters manually.
I also did the menus and nav manually too.
I also did it manually on the entity definitions since these are pretty scary to mess with.
The smart part titles on the pages were done by hand too - but only 1 or 2 had the word account in them.
You could do it with textcrawler there too I suppose.
As for the What's new screen, you'd need source code to modify that - you'll have to ask my boss on that one.
I'm getting better as I go thru it more - got the whole thing down to less than a day now!
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Re: Renaming Opportunity to Something else
Posted: 18 Jun 10 12:48 AM
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Another approach I have used in the past, not necesssarily the best as it affects performance (but this is the way to modify those labels that are coming from the Server) is to use javascript to change labels.
This may be the way to address those last few items that you can't find out how to change. You can use a tool such as IE Developer toolbar to locate the Element containing the label, get the name and then do a quick replacement using javascript (and place it on the Master File to ensure it is always executed)
e.g.
$(function(){
$('myLabelID').text('My New Text');
}); |
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