I need to customize the Prospect Form in such way that the fields from subtabs like (Relationship-Contact are sitting on the main tab). We need to use this form and add fields in a sequential order. Also I need some of those fields to fill in customer form once prospect is converted. I have been using Netsuite only a few weeks but have used other systems where I could customize fields from related tables with a drag and drop functionality.Is there such a thing in Netsuite?
Thank you
Prospects and Customers are just stages of the same underlying record. Information you fill in for a prospect will still be there if the prospect converts to a customer.
As far as entry forms go the Netsuite help is not bad in this area. See https://system.na1.netsuite.com/app/help/helpcenter.nl?fid=section_N2853340.html for how to start to customize your entry forms. In particular check the section called "Moving Fields and Lists between Subtabs"
You can't control sequential data entry without a client script or possibly a workflow but the help link above will get you started on putting the fields in the logical entry order.
While in your prospect form that you want to update select 'Customize' from the top right. Then 'Customize Form'.
You'll see a button at the top called "Move elements between subtabs". Use this to move items around. After you move them you may want to go to the "Screen Fields" sub tab under the "Main" section and adjust the positioning of all the fields on your main form because when you move items between tabs they don't necessarily fall where you want them to.
As far as your fields flowing to the Customer, they will flow just fine because as someone else mentioned, a prospect record is an entity record (like customer and lead) so the record is promoted from lead to prospect then finally customer.
I agree with the other answer, get used to NetSuite help. I make a shortcut to Suite Answers, Schema Browser, SuiteScript API and SuiteScript Examples for quick reference. The NetSuite videos aren't too bad either worth looking at.
To move standard 'Lists' like Relationships, Contacts, Transactions etc this is also on the Move Entry Form Elements, look for the Lists subtab, next to Fields.
Related
I am trying to make a simple e-commerce website and followed some tutorials.
However, the author of the book used complicated function based view to make cart function..
there are bunch of session stuffs.. and I don't understand the logic..
and I am trying to think the other way..
what about using database to store all the cart related data, and
use CBV to build it?
for example,
CartListView to see the contents of the cart, and CartUpdateView to change the quantity..
then are they going to be two different pages? separated page that user should go to the
different page to change the value??
please help me T T
You can access the session in any sort of CBV as self.request.session and a "shopping cart" is normally stored therein.
You'll certainly need to implement a CartListView to see what's in it, or possibly a CartEditView to show the cart with options to edit the quantities and delete anything that shouldn't be in there.
Adding products to the cart may well be an "Add" button on a ProductDetailView or lots of add buttons in a ProductListView. You might add a POST handler method to these views which are otherwise read-only (GET-only) bt default. Or you might make them FormViews, even though the form would be hidden and filled/POSTed by JS rather than the shopper doing anything other than clicking "add".
And then there will be a CheckoutView.
Check https://djangopackages.org/ (put "cart" in the search box). this will throw up several shopping cart things which might be the code you want, or the source of which might be a valuable learning resource before you end up rolling your own.
I have flow where users can create (model) forms. If form is valid, object gets saved and flow continues, but selection is in multiple pages. I need to keep current state of created object, which cannot be saved before it's completely valid.
One thing I can do is to always pass things around those views in the ModelForm to make sure, that user never loses data, but I also wanna make sure, that if he leaves the flow and comes back, he doesn't lose data, that he already entered previously.
That's why I decided I wanna save all the fields to session.
Is this correct approach?
How would you do this?
Where would you put this session logic?
What's best way of getting the fields from incomplete form to be saved?
Edit:
Please don't give me advice on how to use session, I am talking more about high level logic and architecture than specific implementation.
I should describe my flow a bit more. Model has 3 fields.
normal dropdown (foreign key referencing another model)
textfield
another foreign key, but this time not done by select, but it's own separate page with lots of filters to help user pick the right (foreign) model
Flow is not linear, because user can start in different parts of page.
Sometimes user can go to page, where he has first 2 fields + button "Browse", which takes you to selection page for 3rd field. Then after he selects field there, he comes back.
But sometimes he selects first this field and then comes to screen with 2 remaining fields, where he needs to fill those.
django-formtools offers a great way to do this using Form wizard.
The form wizard application splits forms across multiple Web pages. It
maintains state in one of the backends so that the full server-side
processing can be delayed until the submission of the final form.
More info here https://django-formtools.readthedocs.io/en/latest/wizard.html
to save in session:
request.session["variable_name"] = "value"
to get from session request.session["variable_name"]. sure you can use request.session.get("..") in both too
I built an app for work that keeps track of client medications.
Although of course I did not include any client data when I deployed the app in order to be able to demonstrate it to employers, in the dropdown fields you can still see the initials of the clients.
I'm putting it in maintenance mode in between showing it, and I also added a bunch of fake records so that you can only see the real initials mixed in with other random initials (and again, only under the fields in the automatically generated dropdown menus, not in the actual data saved to the database). Since there's no other information about the clients, I think that's pretty much all I really need to do.
But all of this begs a more programmatic solution: how do I edit the previous values that Flask-WTF remembers so that you cannot see them in the dropdown?
Here is what I mean:
Please let me know what options I have!
Thank you.
I am listing products as table rows, each row contains input fields for specifying the quantity of products.
I made a Fiddle for it here, http://jsfiddle.net/kroofy/4jTa8/19/
As you can see, after the input in the Qty field have been made, the whole row render again. And because of that the focus of the input field will be lost, which is not good if you want to input more than just one digit, or tab between input fields.
What would be the most elegant way to solve this?
I would handle this by setting model.set({qty: _qty}, {silent: true}) and then updating the non-input fields with this.$.
As an alternative to the silent treatment: rather than listening for change events, listen for change:qty and change:sellPrice and have a method that updates just the HTML that needs updating within this.$, rather than re-rendering the DOM object and breaking your focus.
Either way, your comment about "selective updating" on the fiddle is certainly the right way to go.
(this.$ is a backbone hack to jQuery that restricts all selectors to search only within the DOM of the View's element. The element doesn't even need an ID or class; it just needs to exist and the View maintains a handle to it. It's incredibly useful.)
i built a plugin for backbone called Backbone.ModelBinding that may be able to help in this situation. my plugin allows you to update portions of a view with data from a model, when the model changes.
i've forked / updated your fiddle to show it in action: http://jsfiddle.net/derickbailey/FEcyF/6/
i removed the binding to the model change. i've also added id attributes to the inputs of the form to facilitate the plugin (the attribute that the plugin uses is configurable, though). and lastly, i've added a data-bind attribute to the sell price total td.
you can get the plugin here: http://github.com/derickbailey/backbone.modelbinding/
hope that helps
FWIW: my plugin is an automated version of what Elf is suggesting. I've written code exactly like he is describing, numerous times, which is where the plugin came from. I just got tired of writing that code by hand :)
I am building a web app that allows our field staff to create appointments. This involves creating a record that contains many foreign keys, of which some come from very large tables. For example, the staff will need to select one of potentially thousands of customers.
What's the best way of doing this in Django?
A pop-up box that allows the users to search for customers, gives them the results, the user selects the results, then fills out the main appointment form and then
disappears?
Changing the appointments form to a customer selection page that
then reloads the appointments page with the data in a hidden form? Or
holding the data in some session variables?
Some from of Ajax approach.
A wizard where the flow is: a customer search page, a list of results and they select from results, then a search page for the next option (for example product selection), etc etc
(I'd like to keep it as simple as possible. This is my first Django
project and my first web project for more years than I care to
remember)
ALJ
Imho you should consider some kind of autocomplete fields. I think this results in the best usability for the user. Unfortunately, this always involves Ajax. But if you think that all users have JS turned on this is no problem.
E.g.
django-autocomplete
or what is probably more powerful:
django-ajax-selects
If you do the wizard approach, it will take longer for the user to accomplish the task and makes it harder to change selections.
Edit:
Well with django-ajax-selects you can define how the results should look like. So you can e.g. add the address behind the name.
Quote:
Custom search channels can be written when you need to do a more complex search, check the user's permissions, format the results differently or customize the sort order of the results.
I have done this before by integrating a jQuery autocomplete plugin. But, seeing as this is your first project and your desire to keep it simple, I suppose you could go with the session data option. For instance, you could show a search page where users could search for and select a customer. You could then store the, say, ID of the selected customer object as session data, and use it to pre-populate the corresponding field in the form when displaying the form. That's what I think offhand.