I’m working on customization where I prepared customized Customer form and Case Entry form.
In the Case Entry I have button that should launch customized Customer form.
Is it any other way to do it than adding new menu item for customized Customer?
Assuming I have understood your question correctly, a very similar question was asked on EpiUsers: https://www.epiusers.help/t/launch-customized-form-code/62207/5
Here's a snippet from the post. The link gives a lot more info with screenshots:
You can always create a New Menu ID under Processes section of the tree in Menu Maintenance, so it won’t show up on Menu selection, but then you can call it via code.
Is there a way to call it without adding it, I am sure one could debug what Epicor calls when you enter Customization Mode and select a layer. I believe its possible, I just haven’t taken the time to debug it, because I always use the Menu Maintenance instead, because layer names change and relying on a special layer name is more fragile than adding a Menu Item under Processes section in Menu Maintenance – Plus then you can re-purpose the same Menu ID everywhere easily, without hardcoding layer names.
This way, you can keep the standard Customer form in place on the menu, but use the button to launch the customization. Hope this helps!
Related
As we know Menu Item is of three type (Display,Action & Output). In action type we we write classes which runs in background. Action type menu item is attached to a form but in the drop down the menu item is not appearing, what could be the problem? Is there any property which sets action menu-item to show or not?
Please note that it is a scenario based question. I don't have any code for this to share. Thanks
It could be several things.
First of all, are you testing with a user having System Administrator role? If not, security will apply. Then, if your menu item isn't allowed in one of your roles (menu item in a privilege which is in a duty which is in a role you have), you can't see it.
The other common issue is form personalization. So, in the contextual menu over your form, choose personalize and with buttons on top right, restore the form. You will have to close and reopen the form then.
I have several Sitecore items (whose template is connected to an approval workflow) that will not go into Edit mode when clicking "Edit" from the "Review" tab. The same workflow is used elsewhere on the site successfully (the site is more than 3 years old), but clicking Edit in this case doesn't seem to affect the workflow state.
I've turned on verbose logging, which provides a lot of detail, but nothing to indicate any error conditions. I've been comparing how this template is configured with other "working" templates for a couple of days and everything looks Kosher, but surely I'm missing something obvious.
EDIT: The item(s) in question are imported by a data provider, and I've confirmed that for some reason Sitecore is not setting the "Workflow" and "State" system standard fields with a default value. That appears to be at least part of the issue.
EDIT 2: Followed the steps in this thread http://sdn.sitecore.net/Forum/ShowPost.aspx?PostID=45991 to use Sitecore Rocks to update all of the items to the correct Workflow State, but the update did not stick. For some reason workflow changes are not persisted for imported items.
EDIT 3: Clicking the Edit dropdown button under the Home tab displays the message "The item is currently not part of a workflow."
Standard values set correctly? Only have one Standard Values item for this template?
Generally, almost every time I run into a situation where X works on certain items, but not on others... it's a permissions issue. You've tested this as an Administrator I hope?
Sorry my suggestions are so vague, but it's hard to be specific here. We need some more information from you... When you click on Edit what exactly are you expecting to happen? I'm not entirely sure what you mean by "Edit mode" here. In Content Editor, all items are essentially in edit mode all the time... In my configuration, when I click on Edit, I am just locking the item. It does not change workflow state or create a new version.
These items are coming from a data provider... is your data provider handling Lock/Unlock calls properly? I know it's possible to use a data provider without implementing the entire Item API.
I'm wondering about documentation to create a simple custom ribbon control for sitecore shell.
The problem i'm trying to address is that Admins should be able to force all subitems recursively to be approved to a certain workflow state (rather than approve each one manually), but we currently don't know any way to achieve that.
To solve this, we want to force items throught the workflow state (triggering the corresponding commands) programmatically, but we need a sane way for admins to interact with this, the sensible option would be a custom thingie in sitecore shell, but we aren't sure how easy is to achieve that.
any recommended readings for this problem?
Though this article claims to be written for Sitecore 5.3, the same steps apply for 6.x as well. Note: it requires access to the SDN: How to create a ribbon button in Sitecore v5.3
The high-level points from the article are:
Create a new class that inherits from Sitecore.Shell.Framework.Commands.Command
Mark the class as [Serializable]. It might not be necessary for simple commands, but add it now so you don't get problems later! Otherwise the button might not work correctly (this is related to pipelines - and the fact that pipelines might be stopped and resumed)
Override Execute() and possibly also GetIcon(), GetHeader(), QueryState(), GetClick(), GetSubmenuItems()
Add a new <command name="…" type="..."> tag to /App_Config/Commands.config file
Log into Sitecore and switch to the core database
Navigate to /sitecore/content/Applications/Content Editor/Ribbons and create (or copy) a command in the desired chunk
Enter your command name (the one from step 4) in the "Click" field (and supply a Header, Icon, Tooltip, etc)
Is there a way to modify the values that are currently in the Activity dropdown for a Task work item? Here's the current list:
Deployment
Design
Development
Documentation
Testing
Requirements
Sure, you have to edit the Process Template or the Work Item type of the existing Team Project you want to change.
This article gives you information about how to edit a Process Template.
If you want to edit the Work Item of an existing team project is almost the same process, only the start is different as you have to select this command:
Once your Task Work Item Type is selected, double-click on the Activity field in the Fields tab.
Then in the windows that opens, go to the "Rules" tab and double-clik on the "SUGGESTEDVALUE" line.
Then change the lines you want.
Finally save the Work Item type, if you're from the process template then follow the procedure told in the article, if you're from the Work Item in an existing Team Project, you just have to save for the change to be effective.
BUT, beware (for the existing Team Project case) that if some Work Items already exist in your Team Project that use a value you removed, these ones will generate an error the next time you'll edit them. You'll have to change the value of the Activity field to an existing one if you want the Work Item to be save-able.
I've some data that can be shown on grid attached on a panel. When user clicks some button i'm showing this panel. Now i wanted to launch this grid in a separate window(should be a child to existing window) and want to make the grid editable, click controls...etc, is it possible?
thanks in advance.
You should be able to achieve this effect by placing your grid on a separate form, complete with editing stuff. Disable the form and set its parent, (see control.parent), to be the main form panel. When the user wants to edit it, set the grid-form parent to nil and enable it.
Not actually tried this with WinForms, but it works fine with Delphi VCL so worth a test if no better answers are forthcoming
Rgds,
Martin