Search results by user ID 5533

Re: Customizing Screen Issue - Go To Link no longer working on other screen

Lorin — Mon, 12 Mar 2012 13:24:27 GMT

Ronen, thanks for all your help. After messing up a bunch of screens, I have learned that a novice like me should not replace any Method screens. Instead I will create or copy screens and make a Tab link for them instead of Replacing. That way I do not remove any of the Method screens. Perhaps as I work with the system more, I will understand the relationship of the screens better.

Once again, thanks Ronen and Val!

Re: Customize screens please help!

Lorin — Mon, 12 Mar 2012 13:19:26 GMT

Thanks!

Ronen was able to help me out. In the future, I am planning on not copying an existing screen and replacing it since it affects all screens that are linked to/from it. I just copied the screen I wanted to modify and added a tab link for it. That way I don't mess up the links on the Method screens. It seems to be working for me so far!

Re: Customizing Screen Issue - Go To Link no longer working on other screen

Lorin — Thu, 08 Mar 2012 18:28:18 GMT

Yup, it does. Actually it is the CRMQBO_LeadList because I don't have a CRM_LeadList.

Re: Customizing Screen Issue - Go To Link no longer working on other screen

Lorin — Thu, 08 Mar 2012 17:47:08 GMT

Thanks so much Ronen. While I was waiting for a response from the forum, I decided to delete all the screens that I made so that I could start at the begining again. So I deleted my EditLead, NewLead and LeadList screens. I figured by doing that it would all revert back to where I started. I have gone into Customize>Tabs and have set all the Tab Links back to the old screens for Leads. However, I am still gettting an error message when I go to Leads>LeadList and click on either GoTo or +New Lead. The error message is:

Could not run the 'Go To Tab Link' command, as there was a problem locating the Tab Link 'New Lead'. This Tab Link may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link 'New Lead' belongs to as well.

Additional Information

Action Sequence Order:1

I can't see how their could be an error on the page since it is reading from all Method created screens. I am not using any of my copied screens anymore since they have been deleted. And since I can't edit the Method screens, I am stuck now. Suggestions?

Thanks so much!

Re: Customize screens please help!

Lorin — Thu, 08 Mar 2012 16:36:52 GMT

I am having a similar problem with a copied screen. I too tried deleting the screens I made and it did not fix the problem. I also watched the webinar about changing screens which also did not help me with my issue. Hopefully someone on this forum will answer. It seems like a very basic issue.

Re: Customizing Screen Issue - Go To Link no longer working on other screen

Lorin — Wed, 07 Mar 2012 20:41:04 GMT

I have already tried deleting all the screens that I made. The error was still there when I reverted back to the original screens.

Customizing Screen Issue - Go To Link no longer working on other screen

Lorin — Wed, 07 Mar 2012 16:29:48 GMT

I recently added some new fields and tables and wanted to add those fields to the Edit Lead, New Customer, and New Lead Screens. I copied the screens, added the fields and now when I go to my new screen called "Lead List" and click on the Go to Link I get an error message that states:

Could not run the Go To Tab Link comman as there was a problem locating the Tab Link "Edit Lead"/ This Tab Link may have been deleted or if you copied the original Screen from another account, you may also need to copy the Screen this Tab Link "Edit Lead" belongs to as well.

Action Sequence Order:10

I did not copy it from another account. I simply copied the Lead List and Edit Lead Screens from the exisiting Method Screens and added the new fields. I think that there is an issue with my GoTo Link on the Lead List Screen however, it does not reference the Edit Lead Screen as part of the steps.

When I go to action 10 in the GO To link on the Lead List screen, the details are:

Tab Link: (nothing)

The tab link screen: Has a specified Active Record ID

Specify Record Id: Value from screen

Contacts: Entity RecordID

CLose any Popup WIndows open on linked screen is checked.

None of the steps seem to reference the Edit Lead Screen which is the screen that I can't seem to get to using the Go To Link.

I need to know how to configurd the Go TO link so that is works properly from the Lead List Screen. Please advise.