Method:Classic General Q&A

Re: Default assignment of Screens to Tabs when opened as default screens for Tables.

Method_Michael — Tue, 17 May 2011 12:59:45 GMT

Glad to be of help.

Re: Default assignment of Screens to Tabs when opened as default screens for Tables.

jnoneiliv1 — Tue, 17 May 2011 01:57:08 GMT

Ahhh....yes, so obvious now, I assumed it wouldn't be at the end of the Action sequence and never looked that far down. Thanks again wise one, you know what they say about assumptions......and that Occam's razor theory.

James

Re: Default assignment of Screens to Tabs when opened as default screens for Tables.

Method_Michael — Mon, 16 May 2011 18:14:21 GMT

Hi James,

If you edit the Estimate screen and take a look at the actions under More Actions > Create Sales Order you will see that action 37 is Go To Tab Link you can change the tab that is opened when creating a sales order by editing that actions.

-Michael

Re: Default assignment of Screens to Tabs when opened as default screens for Tables.

jnoneiliv1 — Mon, 16 May 2011 14:16:42 GMT

Michael,

I'm not sure what Button or Go To Tab Link you're talking about.

When converting an Estimate to a Sales Order, we are using the More Actions button on the Estimate mostly unchanged from Full Method product which then gives the option to use a pre-defined event "Create Sales Order". This even then launches an Actions chain which includes the Action "Insert Records Into Table".

I am guessing that the Action "Insert Records Into Table is what opens the Sales Order screen. The data table to be used is defined in the Action parameters, but the screen is not, nor is the tab. I cannot find any other action that does the opening of the Sales Order screen when converting an Estimate which is all done from within the Method defined event "Create Sales Order."

I am guessing that the Sales Order table opens with its default Screen as definable on the Data Table parameters, but there is no way to define under which tab this screen is launched.

I might be missing something, but I don't think so, I think the Insert Records Into Table uses the default screen for whichever Data Table is being used and that there is a hard coded association between the Sales Order Screen and the Customer Center tab, or somewhere there is an unditable association being made to default Method tabs.

I am thinking a workaround might be to open the Sales Order screen in the desired Tab from within the "Create Sales Order" action event chain prior to the Action "Insert Records Into Table", expecting that instead of launching a new Sales Order screen, the insert Action would use the one already open in the Session.

I have a user created Tab for one of our user roles that has just the screens necessary, I can also just keep the Customer Tab alive for that user group.

Cheers,

James

Re: Default assignment of Screens to Tabs when opened as default screens for Tables.

Method_Michael — Mon, 16 May 2011 13:37:25 GMT

Hi James,

This is set on the Go To Tab Link action on the button itself.

-Michael

Default assignment of Screens to Tabs when opened as default screens for Tables.

jnoneiliv1 — Sat, 14 May 2011 19:42:11 GMT

When converting an Estimate to a Sales Order a Sales Order screen is opened when the new record is inserted into the Sales Order table.

I can see where the default screen for the table Sales Order is defined, but I cannot find the configuration to determine under which tab the screen is opened. The Sales Order screen is opened under the Customer Center Tab with screen heading Orders. I want to be able to define which tab the screen is opened under, but I cannot find anywhere this is defined.

Can this be configured?

Best Regards,

James