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Bundling a Custom Welcome Page Tab

by on ‎01-03-2011 04:41 PM

I am being asked a few times a week for the steps to bundle custom Welcome Page widgets and tabs, which I will take as a good sign that more and more people are taking advantage on the new dashboarding options in SalesLogix 7.5.3+.


Fortunately, the steps are really straight forward since both the widgets and the tabs are being stored in the plugin table.


Here are the steps for bundling a custom Welcome Page tab  (Note, the same steps can be used to bundle a custom widget too)


  • In the SalesLogix web client create a custom Welcome Page tab called "Forecast Info"
  • Open Application Architect - Bundle Model - Right click and Create New Manifest
  • Action tab - Insert Record - Table Name = Plugin

            SQL tab - Check Generate New ID's on Install

           Now we will query specific plugin - Select Query radial button

           NAME = Forecast Info AND TYPE = 36 OR Type = 35     *(Dashboard plugins are Plugin.Types 35 (widget) and 36 (tab)

          Preview the Records (Records tab), highlight "Forecast Info" and select OK.

  • File - Save All and build out bundle

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