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
