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"/>
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
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=""/>
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
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",
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
