Easy API: Difference between revisions

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New Easy API - Designed to make "some" screens easy to provide in the interface
New Easy API - Designed to make "some" screens easy to provide in the interface


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* showScreens - screens with optional edit
* showScreens - screens with optional edit
  - Parameters
    1. Entity - name of the entity
    2. EntityIdField - id field of the entity
    3. Screens - Comma seperated list of CRM screens
    4. EntityToUse - name field to make ContextEntityfield value to
    5. ContextEntityfield - name of the entity context (tab) we are in
    6. allowEdit - boolean - set to true to show edit button
Example:
    showScreens(cApp.EntityName, cApp.EntityId,'CustomCompanyScreenMX1,CustomCompanyScreenMX2', 'company', 'comp_companyid','comp_companyid',true);


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* cugetList – Table style lists
* cugetList – Table style lists
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     7. CRMListToUse - optional - name of a list in CRM alternatively use displayfields  
     7. CRMListToUse - optional - name of a list in CRM alternatively use displayfields  


cugetList('ctproject','ctpr_companyid','ctpr_createddate','',true,'','mxcustomlist');
Example:
  cugetList('ctproject','ctpr_companyid','ctpr_createddate','',true,'','mxcustomlist');
 
 
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* getListScreen – repeating screens style list
* getListScreen – repeating screens style list
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   - Notes
   - Notes
     1. Expects view "ventitynamesummary" to exist and must contain fields "pers_firstname,pers_lastname,pers_personid,comp_name,comp_companyid".
     1. Expects view "ventitynamesummary" to exist and must contain fields "pers_firstname,pers_lastname,pers_personid,comp_name,comp_companyid".
Example:
  getListScreen('ctproject');

Revision as of 13:56, 19 September 2019

New Easy API - Designed to make "some" screens easy to provide in the interface



  • showScreens - screens with optional edit
 - Parameters
   1. Entity - name of the entity
   2. EntityIdField - id field of the entity
   3. Screens - Comma seperated list of CRM screens
   4. EntityToUse - name field to make ContextEntityfield value to
   5. ContextEntityfield - name of the entity context (tab) we are in
   6. allowEdit - boolean - set to true to show edit button

Example:

   showScreens(cApp.EntityName, cApp.EntityId,'CustomCompanyScreenMX1,CustomCompanyScreenMX2', 'company', 'comp_companyid','comp_companyid',true);

  • cugetList – Table style lists
 - Parameters
   1. Entity - name of the entity
   2. EntityIdField - id field of the entity
   3. EntityOrderBy - order date by this column
   4. displayfields - optional - comma delimited list of fields, alternatively use CRMListToUse
   5. linktoEntity - boolean - allows the item be clicked on to navigate the user to that entity record summary page
   6. customlink - optional - set linktoEntity to false and instead set your own function call
   7. CRMListToUse - optional - name of a list in CRM alternatively use displayfields 

Example:

 cugetList('ctproject','ctpr_companyid','ctpr_createddate',,true,,'mxcustomlist');



  • getListScreen – repeating screens style list
 - Parameters 
   1. entityname
 - Notes
   1. Expects view "ventitynamesummary" to exist and must contain fields "pers_firstname,pers_lastname,pers_personid,comp_name,comp_companyid".

Example:

 getListScreen('ctproject');