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

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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",

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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