Is it possible to add some links in opportunity navigation pane ? I want to move process (Prospecting (Active), Pre-Quota,...) navigation to marked area.
See in picture what I mean.
No you can't do this. The logic of the process flow is controlled by a workflow which you can change. However, the display within the UI is done by the CRM platform and cannot be changed.
The area that you want to move it to is the Command Bar (it used to be called the ribbon in CRM 2011). This can be customized by adding or removing buttons but nothing as extensive as moving entire sections of the form around. You might be able to mimic some of the functionality of the process flow from custom buttons in the command bar. However, I think it would be unlikely to yield much benefit for the amount of work involved.
Related
I have written an app that makes extensive use of custom right-click menus on an Access form. The code works great and the user loves it, but lately I am having trouble making it work properly.
In earlier versions of Access it worked well, but newer version seem much more limited in how many items can be put in such menus. The documentation is silent on the matter, and nobody in any newsgroup has had any useful ideas, but I regularly get random error about stack space, out of memory, and general lockups when populating the menus. Doing a C&R used to help, but now even that is not enough, and some menus I can no longer populate at all.
I tried building an app that just built menus until it crashed, to get some idea of what the limits may be, and I am well below what that indicated, but the experimental app had nothing else, while the real app has a great deal else.
Is there any information on how much stuff can be put into these menus, and what the menus share space with? There may be something I can do another way to make more room for the menus. I tried moving all code out of the form, leaving only event stubs that called routines in standard code modules, but that did not help.
And how are they stored/activated? The app is MUCH slower to load when it has these menus, even though no code is running on start-up.
********** Edited to add this:
I use VBA to create a menu, like this:
Application.CommandBars.Add "RCStat", msoBarPopup, False, False
then add it to a control. like this:
Application.CommandBars.cboStat.ShortcutMenuBar = "RCStat"
I add controls (only popups and buttons) like this:
Application.CommandBars.Controls.Add(type:=msoControlPopup)
Application.CommandBars.Controls.Add(type:=msoControlButton, Parameter:="StatKod = 77")
It runs perfectly and the menu items work exactly as expected, except that it bombs after adding some number of controls. It doesn't seem to matter where I add them, just the total number of added controls hits some undefined threshold, and the app crashes.
I got the original code from Getz, Litwin and Gilbert, 2000 edition. Back then, it worked great. But as the versions advance and the app accumulates data, it is becoming less and less functional. However, there are only around 10,000 records, and the app itself is less than 100MB - nowhere close to any of Access's upper size limits.
Pete,
I've done quite a bit of work with shortcut menus, and created the Access Shortcut Tool about 5 years ago, but have never attempted a menu with so many controls although some have 3 or 4 levels.
I am not aware of any restrictions on the number of elements in the commandbars collection, but I find that shortcut menus with too many options, like lists and combo boxes with too many items, are difficult for users to navigate. I generally break these up into segments and use buttons in the form header to display the appropriate menu. Sorry I'm unable to provide anything more helpful.
Dale
We have a commercial product, Total Access Components, that includes as one of its 30 components a right click popup menu that can include icons and font styles.
Here's the info for the popup menu control: https://fmsinc.com/MicrosoftAccess/controls/components/popup-menu/
There's a free trial if you want to try it.
I have a complex Filemaker database with multiple tables and layouts. What I would like to do is to add a toolbar to each layout. This, of course in view of maintainability of my database solution.
Of course, I could create a nice row of buttons (for example in the header of the layout) and copy past this to each separate layout. However, this is not really a great solution from a maintenance pont of view (if you want to change something you need to do so multiple times).
So... is there another way?
I am looking for something similar to e.g., include in php:
<?php
include 'header.php';
?>
Is there such a thing?
Not really. It could be achieved, mostly, with a bit of extra work. There is nothing out of the box, although you might find some samples on the web.
The closest thing in FileMaker is button bar with styles. Even this will not auto-update by default across different layouts.
You can use a webviewer based on a global field.
Another solution for older versionsis to use a portal with records creating buttons and a script which will do staff depending in which row button is clicked.
I am using a Navigation Window which may be recalled by either a push button which should be on each layout (you have not to change it because it only recall the Navigation Window) and/or a Script (I use to put it at the first place, as CMD-1).
Of course, you need to manage that the Navigation Window has to be closed before the navigation and execution of the Script managed by your Toolbar while, at the other side, you may add every other navigation need ;-)
Best wishes
Carmine Iaciofano - Area
I have to display a popup for a legend like in STMS transaction
I know how to write this tab with WRITE statement, but how can I display it in a popup?
You can achieve this by using CALL SCREEN ... STARTING AT ..., then using SUPPRESS DIALOG in the PBO processing to bypass the screen (dynpro) processor. Then, in the PAI processing, use LEAVE TO LIST-PROCESSING followed by the WRITE statements. You can follow this in the function module TMS_UI_POPUP_LEGENDE that shows the popup you mentioned as a reference. The procedure is documented in the online help as well.
In an ABAP dialog application, you're either working with screens or with (interactive) lists. To get a popup window, you have to create and CALL a custom screen (dynpro). Inside that screen, you hand over control to the list processor. That's the component responsible for taking what ever you WRITE and place it somewhere on the screen. For some - probably mostly historical - reason, the command to do so is LEAVE TO LIST-PROCESSING. I suppose that at some point, the intended flow between screens and lists was different from what it has become today, and that was the reason for naming the command this way. From a modern point of view and especially in your use case, the LEAVE aspect does not make any sense, so just take it as it is and use it.
Also note that it's LEAVETOLIST PROCESSING - LEAVE LIST-PROCESSING without TO is the opposite statement!
Is there a means to duplicate the toolbar so it shows at the top and bottom of the report page? It can be a pain on long reports to scroll up to the top of the page in order to use various functions.
In my searching, I found this link about extending the ReportViewer control. Has anyone worked with it?
It is extremely easy to recreate the toolbar. I would recommend creating a custom toolbar, and placing it twice, where desired.
All the report functions can be called with ReportViewer.Function() calls.
You will need to handle Pagination, printing, export file.
To make this easy on you, here is a codeproject link to get you off your feet.
Custom Toolbar
It is what I used to get started on creating my custom toolbar.
I have seen this question:
Are there any decent UI components for touch screen web applications? and have allmost exact the same question but Im focused on winforms.
I working on an application that is not primary made for using with a touch screen, but now I see more and more customers using touch screen and want the application to support it better.
I want to "add" to the UI so that for example a rightclick on a combobox (or click a button at the side of the combobox) opens up a dialogbox that handles the showing and selecting of the items easier on a touch screen.
Controls I want to enhance or replace are listboxes, comboboxes and textboxes.
I know its easy to create those controls myself, but I think there must be some standards and allready tested UIs that works good in that environment. I dont want to reinvent the wheel and make a bad one if it allready exists good ones.
To sum it up:
Are there guide-lines for controls regarding touch screens, then where?
Are there any allready made controls I can byu (or free ones) out there?
Thanks!
Found some information:
Interaction Design Guide for Touchscreen Applications
http://www.sapdesignguild.org/resources/TSDesignGL/INDEX.HTM
pdf-version:
http://www.sapdesignguild.org/resources/TSDesignGL/TSDesignGL.pdf
The interface between humans and interactive kiosks
http://www.visi.com/~keefner/pdfs/focus1.pdf
Keys to a Successful Kiosk Application Some tips can be used generally:
http://www.visi.com/~keefner/pdfs/Kiosk-Tips.ppt