View source for Screen Customization Options

When customising the system you should disable the cache to see your changes

In the custompages/sagecrmws/web.config 

Add in the line 

   <add key="DisableCaching" value="Y"/>


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May 2018 Update

1. Support for '''Create Script''' on fields added.

Supported properties are:

* DefaultValue
* ReadOnly

EG

DefaultValue="Email";

ReadOnly=true;

** Required can also be set but does nothing as yet

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2. Workflow Support 

Specific workflows for MobileX can be created by adding in the keys

   <add key="entityname_WorkflowNameMX" value=""/>
   <add key="entityname_WFStateMX" value=""/>

if these are not there then the Accelerator keys are used

   <add key="entityname_WorkflowName" value=""/>
   <add key="entityname_WFState" value=""/>

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3. MobileX specific screens

A.

new option to add in a key to the web.config

UseMXSummaryScreens=Y

and this appends a "MX" to the name of the screen

EG

CasesOfficeIntMX

If you set this setting up ALL these screens must be created in CRM manually

B. 

also for lists

UseMXLists=Y

EG

CasesOfficeIntSmallMX

If you set this setting up ALL these screens must be created in CRM manually

C.

for edit screens

UseMXEditScreens=Y

EG

opportunityOfficeIntNewMX