5/18/2024 10:34:09 PM
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The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
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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web 8.2 newbie questions
Posted: 11 Aug 15 10:13 AM
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In the process of upgrading to version 8.2 web from all LAN client. I need to create a number of tabs to mimic what we have in the LAN client. I created a quick form under Accounts and performed a build and deployed but cant seem to figure out how to see that in the web client so there must be a step I am missing here or just plain doing it wrong. Can I get a quick 1.2.3 on how to create and publish a tab? |
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Re: web 8.2 newbie questions
Posted: 12 Aug 15 5:48 AM
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Hi David,
It sounds like you may just need to add your new quick form to the page. You can do this by following the steps below:
- Go To Portal Manager > SlxClient > Pages
- Double click the Account Detail page
- On the Smart parts tab click the plus symbol to pop up a window that allows you to select your quick form
- In the right side panel make sure that the Target Workspace is set to TabControl and ShowInMode is set to Detail
- Build and deploy and you should see your new tab when viewing an Account
Hope that helps
Lee |
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Re: web 8.2 newbie questions
Posted: 12 Aug 15 8:35 AM
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Awesome! Smart Part was the piece I was missing. Looked that up in the help and it tied everything together.
Thanks Lee! |
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