Is there a way to show the products that are connected to a lead in the lead's list view? Same for opportunities and their products.

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2 comments

Hi Christian!

 

Unfortunately, it is not possible since the products detail may contain several records, and the application cannot display several rows in one column in the section list. We will create a suggestion to our R&D team so to make it possible in future versions, but currently, it requires complete core logic modification.

 

Thank you for this suggestion and for helping us improve our application!

 

If you only want a set amount of records to be displayed in the list, for example, just one, you can add a field to the Lead page and fill it in with the product needed. Then add that new field to the list view in the section.

 

Best regards,

Max.

Support assisted me in creating a business process that iterated through the connected products and concatenate the data found into one text field in my lead which I can display in the list view.

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I have created my favourite list view for Opportunities with relevant cloumns for my job.

 

Now I need an additional list view with different columns for a specific report.

 

Is it possible to have several list views ans switch between them?

 

Thanks!

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4 comments

Hello Geir,



Unfortunately, there is no such functionality in our system. 



As a workaround, you can use the list and title views for your business task.



Best regards,

Bogdan

Hi Bogdan, thanks for quick reply. I am not quite sure what you mean?.

Can you explain?

Dear Geir,



You can set up two different views. One for list view and another one for the title view: 

 

Best regards,

Bogdan

That works! Thanks!!

 

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It would be a very helpful feature if we could update column values while we are in the list view for the records we have currently displayed.

1 comments

Dear Shailey,

 

Thank you so much for your idea. We had similar requests from multiple customers and our R&D team has in plains to implement the ability to update column values in the list view in future application releases.

 

Best regards,

Bogdan

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After custom section button processing in list view mode, I need to switch to analytics view, instead of returning and waiting for the user to click on the analytics view button.

Is it possible ?

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Ricardo Bigio,

You can use the following code to change to the dashboard view in a section:

this.changeDataView(this.get("AnalyticsDataViewName"));

Ryan

Hello Ricardo,

 

Can you please provide us with more details regarding your request and the business task you are trying to achieve?

I suppose you have some custom section with records and after you open a record and click some button on the page, you want the system to open section Dashboards instead of the regular section record list, am I correct?

 

Thank you!

 

Best regards,

Bogdan S.

On the section page are the buttons "new", "actions" , and the ones that switch from list mode to analytic mode.

Besides them,  I have a custom button,  "I/S",  that triggers a business process (in order to build data that will be shown when the user switches to analytic mode) and returns to the section page. Upon return, the section page will be in list mode, as it was before. What I need is the code in the section button processing to return to the section page already in analytic mode, so that the user will not have to click on the analytic mode icon in order to view the data.

 

Ricardo Bigio,

You can use the following code to change to the dashboard view in a section:

this.changeDataView(this.get("AnalyticsDataViewName"));

Ryan

Perfect. Thanks !

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Hi,

I need to show colorized stage on listview of opportunity on the basis of opportunity's stage.

I know how to change css but this particular scenario is different.

 

Any help will be highly appreciable.

 

Regards

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3 comments

Vladimir Sokolov,

Thank you for suggestion.

This way I already tried by code, its changing background color row wise but I need to change color/style for opportunity stage column only.

 

Regards

Muhammad Shajiuddin,

I think you can use a JQuey selector to get the grid column and then add a css class on it.



Similar solution was done to add a button in section list over here



Regards,

Dmytro

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Hi,

I need to show selection checkbox for each record onload of Customers list view (screenshot). Currently checkboxes are showing only after clicking on Actions > Select multiple records

Any help will be highly appreciable.

 

Regards

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Hi Muhammad,



You should call method setMultiSelect in the section on the init function:



 

define("ContactSectionV2", ["css!UsrContactSectionV2CSS"], function() {
	return {
		entitySchemaName: "Contact",
		attributes: {},
		details: /**SCHEMA_DETAILS*/{}/**SCHEMA_DETAILS*/,
		diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/,
		methods: {
			init: function() {
				this.setMultiSelect();
				this.callParent(arguments);
			}
		}
	};
});

 

Dmytro Smishchenko,

Thank you for suggestion, I checked its working but there is a issue.

Issue: when I click on record the form is appeared, then I clicked on "Close" button and return to listview then checkboxes are not showing.

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Hi,

On Customers listview I need to show Grid Action buttons on load of listview in separate columns (screenshot), currently buttons are showing only on click on record.

Any help will be highly appreciable

 

Regards

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1 comments

Hi Muhammad,



A similar functionality was described in comments here.



Regards,

Dmytro

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Hi Community,

Using tile view, I am able to display the image on grid. But our client wanted to use list view. How we can possibly show the image on list view?

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7 comments

Hello Fulgen!



Unfortunately, there is not such functionality that allows you to show image in list view. Tile view should be used in such cases. 



However, you may try to create your custom view where everything you need will be displayed. To implement it, please check basedataview schema. Also scheduledataview schema (calendar view in activities) may helpful.  



Regards,

Alex

Alex_Tim,

Thank you Alex. I am also trying to figure out on tile view how the image was shown but unfortunately I cannot find the exact methods behind this image dsiplay. Do you have any idea?

Fulgen Ninofranco,

Try to use the "Lead Stage" column in a lead section as an example. 

Eugene Podkovka,

Thanks Eugene,



I tried in lead section instead of using 'Terrasoft.BaseProgressBar'

 

applyControlConfig: function(control) {

                        control.config = {

                            className: "Terrasoft.BaseProgressBar",

                            value: {

                                "bindTo": "QualifyStatus",

                                "bindConfig": {"converter": "getQualifyStatusValue"}

                            },

                            width: "158px"

                        };

                    }

 

on config method I changed the class name to 'Terrasoft.ImageView', but it didn't work. Below is my code.

applyControlConfig: function(control) {

                

                control.config = {

                    "className": "Terrasoft.ImageView",

                    "value": {

                        "bindTo": "QualifyStatus",

                        "imageSrc": {

                            "bindTo": "getLogo"

                        }

                    }

            

                };

            },

 

 

Fulgen Ninofranco,

It's not possible to say why it doesn't work without debugging. Please debug the functionality, compare it with the one that works on the "QualifyStatus" column and find what's wrong. 

Eugene Podkovka,

Thanks Eugene,

On config method I changed the class name to 'Terrasoft.ImageView' which is originally 'Terrasoft.BaseProgressBar' (Below is my code).

applyControlConfig: function(control) {

                

                control.config = {

                    "className": "Terrasoft.ImageView",

                    "value": {

                        "bindTo": "QualifyStatus",

                        "imageSrc": {

                            "bindTo": "getLogo"

                        }

                    }

            

                };

            },

I debug the functionality and after hitting this method, I am getting the error below.

Fulgen Ninofranco,

It's not enough just to change a part of the code. Please debug the functionality in general and find how it works. Then create your own one from scratch.

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