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Hi CF_Pro,
You are correct. When you click the Select link in the search screen, it sets Shared Result values. Then those values are used in the OnClosePopup action set in the CRM_LeadList screen. You can find the "OnClosePopup" action set in the Advanced button at the top left when editing the screen.
Its on this action set ...
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2 questions. First, can a grid, for example sales order list, have different color columns?
Secondly canthe text color change based on information gathered from the sales order?
For example if the sales order is not invoiced the text on the grid reads in Red or of it is invoiced it is black.
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Hi All,
In the lead list section, there is a search button on the top right, when I search for a lead and click on select, I am getting an error saying it cannot find a tab link.
I looked in the search screen and cannot find where this error is occuring, so I am assuming I am looking in the wrong place, and I should be looking at the lead list ...
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Hello,
It sounds like an interesting screen. It almost sounds like you want to use the Transaction table, which is the parent table for the purchase order, sales order etc. You can make a grid of this table and you may be able to display all of the records associated with the Inventory Item.
...
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Hi PeeWee,
First off, thank you Kenneth for helping with this answer, I believe what you said is correct, however I will do my best to simplify this answer for PeeWee.
Essentially, as Kenneth was suggesting, if you require a field to show up on a screen, which is actually a field from another table, you will have to use the "linked ...
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Hi Gwen,
Can you expand a little further on what you mean by formatting fields? Do you mean by datatype (decimal, text, money...etc)?
- Adam
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Hi Gwen,
I am not really sure what you are meaning by using "Reserved words", can you please elaborate? Is there a certain area/screen in Method you are attempting to do this, used reserved words in?
-Ben
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CF_Pro, I am glad you were able to figure out the first part to your scenario, I guess I slightly missunderstood what you were trying to accomplish.
In regards to your latest post here, I still have some issues picturing what you are doing at this point, which makes it hard to answer your question. For your Category and SubCategory fields, are ...
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Hello,
The quickest way to resolve the issue would be to contact the support line. We can take a look and help the customer resolve the issue. The difficulty with the problem is that it involves the customers computer and settings in Windows. We are still at 1-888-925-6238 x2.
- Greg
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Hi Phillip,
Unfortunately, I don't believe there is any special syntax you can apply to get around this. You'll have to change the field name.
I'll be sure to get the team to update our documentation to make this more clear in the future.
Sorry for any inconenience this has caused.
- Adam
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