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Nickel Elite Contributor
Posts: 86
Registered: ‎10-21-2009

Activity Screen Customization in SalesLogix Web 8.0

Hi,

 

We are in process of migrating SalesLogix customizations from LAN to SLX Web 8.0. As per the requirement of the implementation we need to customize InsertActivity & CompleteActivity Pages.

 

Up to SalesLogix 7.5.4 we managed to customize following files to achieve this objective,

 

I. Acquisitiveness's 

ii. ActivityDetails.ascx.cs.

iii.ActivityCommandController.ascx.cs

iv.CompleteActivity.ascx

v.CompleteActivity.ascx.cs

vi.CompleteActivityCommandController.Ascx.cs

 

But in SalesLogix8.0, we could not able to locate such file (for ActivityDetail to be specific).

 

Can someone guide us to locate the files or how to customize Insert Activity and Activity Detail Page.

 

Thanks in Advance,

Malay Mukherjee

 

 

Silver Contributor
Posts: 835
Registered: ‎03-24-2009

Re: Activity Screen Customization in SalesLogix Web 8.0

[ Edited ]

They are still there, however it's now the javascript files that you have to customize.....

 

Application Architect

Portal Manager

Sage SalesLogix

Support Files

SmartParts

Activty

ScheduleAcompleteActivity.js and don't forget to look in the App_LocalResources area, this is completely restructured to allow for Localisation....

RJ Samp
New Member
Posts: 15
Registered: ‎12-20-2011

Re: Activity Screen Customization in SalesLogix Web 8.0

That doesn't seem to be entirely accurate, RJ.

 

It looks like the layout Activity Dialog is controlled by a series of files in the Support Files\jscript\Sage\MainView\ActivityMgr folder, and some below it.  Those files appear to be combined into Support Files\jscript\Sage\Sage.js.uncompressed.js and minimized into Support Files\jscript\Sage\Sage.js

 

There's an ActivityEditor.js file that seems to control the dialog functions, and templates\ActivityEditor.html seems to designate the layout

 

How they get combined and minimized is still a bit of a mystery to me - I don't see a jsb file anywhere that includes them.  I've tried making changes to the js but those don't make it into the Sage.js, so I suspect one would have to reproduce the original process used to combine the files into the Sage.js (both compressed and not).  The hard - or at least cumbersome - part of that is figuring out what all files are combined into the Sage.js in the first place so you can make sure to include them in your reproduction process.

 

Seems like a giant headache.  Sage just doesn't seem to want to make this easy on us...

 

Another possibility I am considering and planning to try next is to try to write a new javascript to either alter or supplant the objects in the current minimized script.  Like something that takes the activity dialog object that gets included via base.master, and alters the prototype or layout or some such.  Still not entirely sure how I'm going to do that, but it seems like it should be easier than reproducing the build process just to have it get frequently replaced by web updates.

 

Rather annoying, but that's not unusual.  Seems people don't think of us customizers when designing these things...

Moderator
Posts: 440
Registered: ‎05-07-2008

Re: Activity Screen Customization in SalesLogix Web 8.0

Repeating from another post:

Here's a draft of how to customize the Activity Subsystem while allowing for upgrade safety.

 

https://dl.dropbox.com/u/584444/Examples/Activity%20Customization%20Examples%20in%20Sage%20SalesLogi...

https://dl.dropbox.com/u/584444/Examples/BigDeal%20Customization%2012042012.zip

John Perona

Director, Infor CRM Development

Infor CRM

Infor CRM

Nickel Elite Contributor
Posts: 86
Registered: ‎10-21-2009

Re: Activity Screen Customization in SalesLogix Web 8.0

Hi John,

 

I went through the document provided by you. Thanks for such an informative document. 

 

As part of my customization request, I need to hide/remove Category and Priority picklist from Activity and History Screen. In the document you have shown how to add controls, but  I am strugling to remove these controls from UI.

 

 

Any help in this regards will be highly solicited.

 

Thanks in advance

Malay Mukherjee

 

 

 

Nickel Elite Contributor
Posts: 86
Registered: ‎10-21-2009

Re: Activity Screen Customization in SalesLogix Web 8.0

Hi John,

 

Sorry to bother you again.

 

Couple of more concerns regarding Activity/History customizations.

 

i. In Activity/History - Page we have added two text boxes and made them readonly. But I need to bind those text boxes with current username and current time while adding and on history page values will be from CreatedBy and Created on field in Database.

 

ii. How Can I get HistoryID and then ActivityId in Custom HistoryEditor.js and HistoryEditorAgendaItemsTab.js

 

 

Thanks In Advance

Malay Mukherjee

Highlighted
Copper Super Contributor
Posts: 61
Registered: ‎08-12-2009

Re: Activity Screen Customization in SalesLogix Web 8.0

Hi everybody,
I have the same problem than Malay :
As part of my customization request, I need to hide/remove Category and Priority picklist from Activity and History Screen. How can we do that..
We want also remove the text in the column "type" , we want only the picture.
Remark : I can not view the document on Dropbox.

New Member
Posts: 15
Registered: ‎12-20-2011

Re: Activity Screen Customization in SalesLogix Web 8.0

Don't remove; it breaks code.  Just hide them.

 

You can try applying a hidden attribute to the control domNode, but that only hides the control - not the label.  I suppose you could also just blank the label text, haven't tried that yet.  Or try to figure out what the ID of the label will be and grab it that way.

 

In my case, my customizations were so complex that I ended up replacing the entire Simplate with my own, and in that one I hid put the controls I needed to hide is a panel and hid that.  It probably won't upgrade as well, as changes to the OOB template won't get into mine, but since the same could happen when attempting to grab a label by ID, I went with the path that gives me greater control.

New Member
Posts: 1
Registered: ‎10-25-2011

Re: Activity Screen Customization in SalesLogix Web 8.0

I am trying to do something similiar with the activity screen. Those files in dropbox do not exist anymore, at least I can't get to them. Is there another link you can provide? or somewhere I can find the information on how to customize the activity screens in version 8?

 

Thanks,

Employee
Posts: 24
Registered: ‎07-15-2009

Re: Activity Screen Customization in SalesLogix Web 8.0

Dropbox links are not available any more, any chance of new links?