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