Gityerfix at 05:43, 8 January 2009

2009-01-08T05:43:42Z

Gityerfix: /* Step 3. Create list_cnt.htmpl Form */

2008-08-06T20:26:51Z

‎Step 3. Create list_cnt.htmpl Form

Gityerfix: New page: NOTOC Category:Contacts Category:Customizations Category:Employee Interface Category:r11 {{Global Header}} {{Global Announcement}} == Overview == This article provides...

2008-08-06T20:25:36Z

New page: __NOTOC__ Category:Contacts Category:Customizations Category:Employee Interface Category:r11 {{Global Header}} {{Global Announcement}} == Overview == This article provides...

New page

__NOTOC__
[[Category:Contacts]]
[[Category:Customizations]]
[[Category:Employee Interface]]
[[Category:r11]]
{{Global Header}}
{{Global Announcement}}

== Overview ==
This article provides instructions for adding Contact Searching capabilities to the Employee/Customer Interface.

== Procedures ==
=== Step 1. Remove Data Partition Constraints ===
By default the Employee and Customer Access Types have Data Partitions associated with them. Delete or Inactivate the VIEW constraint on the ca_contact table.

=== Step 2. Add lookup field to forms ===
Add a dtlLookup PDM_MACRO to the desired detail form ''(detail_chg.htmpl, detail_cr.htmpl, detail_iss.htmpl)''. When the label of this field is selected the list_cnt.htmpl form is launched.
Example:
<PDM_MACRO NAME=dtlLookup hdr="My Field" attr="zyourfield">

=== Step 3. Create list_cnt.htmpl Form ===
The list_cnt.htmpl will display the list of contacts from which to make a selection.

[[Media:Employee_Contact_Search.htmpl|Click Here]] to download file, or copy syntax below.
<source lang="html4strict"><html lang="en"><HEAD>
<PDM_PRAGMA RELEASE=110>
<PDM_INCLUDE FILE="std_head.htmpl">
<pdm_set PRE.Is3FieldContact=1>
<SCRIPT>
var argBackfillField = '$args.KEEP.backfill_field';
var argBackfillForm = '$args.KEEP.backfill_form';
var argBackfillAttr = '$args.KEEP.backfill_attr';

<PDM_IF "${current:n/a}" == "n/a">
searchFilterInitialState = "show";
<PDM_ELSE>
var cfgCurrent = '$current';
var cfgTotal = '$total';
var cfgRecordCount = '$record_count';
var cfgStart = '$start';
var cfgLength = '$length';
</PDM_IF>
var cfgIsPopup = '$args.KEEP.IsPopUp';
var rptName = new Array("no", "no");
var cfgCanEdit = true;
</SCRIPT>
<PDM_INCLUDE FILE=std_list_include.htmpl>
<SCRIPT LANGUAGE="JavaScript" SRC="$CAisd/scripts/sitemods.js"></SCRIPT>
</HEAD>
<BODY CLASS="list">
<PDM_INCLUDE FILE=std_body.htmpl>

<SCRIPT LANGUAGE="JavaScript">
<pdm_macro name=sfStart factory=cnt>

<pdm_macro name=sfStartRow>
<pdm_macro name=sfTextbox hdr="Last Name" attr=last_name size=20>
<pdm_macro name=sfTextbox hdr="First Name" attr=first_name size=20>
<pdm_macro name=sfTextbox hdr="Middle Name" attr=middle_name size=20>

<pdm_macro name=sfStartRow>
<pdm_macro name=sfDropdown hdr="Active" attr=delete_flag>
<pdm_macro name=sfTextbox hdr="Contact ID" attr=contact_num size=20>
<pdm_macro name=sfTextbox hdr="Phone Number" attr=phone_number size=20>

<pdm_macro name=sfEnd>
</SCRIPT>
<PDM_FORM NAME="frmFID">
</PDM_FORM>
<PDM_IF "${current:n/a}" != "n/a">
<SCRIPT LANGUAGE="JavaScript">
var msgFoundNone = "No contacts found";
var msgFound1 = "1 contact found";
var msgFound = "%1 contcts found";
var msgFoundMore = "%1 contacts found. Displaying %2 through %3";
var msgSelect = "Click to select desired contact";

<pdm_macro name=lsStart>
<pdm_macro name=lsCol hdr="Name" attr=combo_name link=yes>
<pdm_macro name=lsCol hdr="Phone Number" attr=phone_number>
<pdm_macro name=lsCol hdr="Location" attr=location.name>
<pdm_macro name=lsCol hdr="Organization" attr=organization.name>
<pdm_macro name=lsCol hdr="Status" attr=delete_flag>
<pdm_macro name=lsEnd>
</SCRIPT>
</PDM_IF>
<BASE TARGET="_top">
<PDM_INCLUDE FILE="std_footer.htmpl">
</BODY>
</HTML>
</source>

=== Step 5. Clear the web cache ===
{{R11 Clear Cache}}

@@ Line 91: / Line 91: @@
 </source>
-=== Step 5. Clear the web cache ===
+=== Step 4. Clear the web cache ===
 {{R11 Clear Cache}}

@@ Line 22: / Line 22: @@
 The list_cnt.htmpl will display the list of contacts from which to make a selection.
-[[Media:Employee_Contact_Search.htmpl|Click Here]] to download file, or copy syntax below.
+[[Media:Employee_Contact_Search.zip|Click Here]] to download file, or copy syntax below.
 <source lang="html4strict"><html lang="en"><HEAD>
 <PDM_PRAGMA RELEASE=110>

Add Contact Search to Employee/Customer Interface - Revision history

Gityerfix at 05:43, 8 January 2009

Gityerfix: /* Step 3. Create list_cnt.htmpl Form */

Gityerfix: New page: __NOTOC__ Category:Contacts Category:Customizations Category:Employee Interface Category:r11 {{Global Header}} {{Global Announcement}} == Overview == This article provides...

Gityerfix: New page: NOTOC Category:Contacts Category:Customizations Category:Employee Interface Category:r11 {{Global Header}} {{Global Announcement}} == Overview == This article provides...