Screen Customization Options - Revision history

Crmtogether at 14:56, 21 November 2019

2019-11-21T14:56:42Z

← Older revision		Revision as of 15:56, 21 November 2019
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			You can add to the top entity tabs by creating a tab group called

			"MX" + entityName + "Menu"

			EG

			MXCompanyMenu

			and then add items to that

Crmtogether at 10:55, 10 April 2019

2019-04-10T10:55:52Z

← Older revision		Revision as of 11:55, 10 April 2019
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	opportunityOfficeIntNewMX		opportunityOfficeIntNewMX


			----
			Translations and Captions

			There is a mix of translations/captions in Sage CRM and also in the application itself.

			To change an application caption open the language file.
			So for English open

			....\WWWRoot\CustomPages\mobilex\js\app\en.js

			and find the code you want to change.
			EG
			if you want to change from using "Sales" search for

			"Sales":"Sales",

			and change like follows (putting your own caption in...we put in "Oppos" in this example)

			"Sales":"Oppos",


			----

Crmtogether at 08:54, 29 June 2018

2018-06-29T08:54:59Z

← Older revision		Revision as of 09:54, 29 June 2018
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			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"/>


			----

	May 2018 Update		May 2018 Update

Crmtogether: Created page with "May 2018 Update 1. Support for '''Create Script''' on fields added. Supported properties are: * DefaultValue * ReadOnly EG DefaultValue="Email"; ReadOnly=true; ** Requi..."

2018-05-02T13:26:36Z

Created page with "May 2018 Update 1. Support for '''Create Script''' on fields added. Supported properties are: * DefaultValue * ReadOnly EG DefaultValue="Email"; ReadOnly=true; ** Requi..."

New page

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