I have been tasked to create a custom Dashlet which displays graphs of marketing data that is imported into a custom table in SugarCRM. I have been trying to read up on the subject but most of what I find is confusing and doesn't address what I need:
A custom table that stores events.
A Dashlet which pulls info from the above custom table and related Account information from the foreign key (account_id) in the custom table.
Suggestions, resources, etc?
Depending on the graphs you want to display, you may be able to use a custom report feature. You can create a dashlet based on a graphical report and display it on the home page.
create a custom report the utilizes the data you need from the custom module. Make sure you save it as your assigned to and team - also it MUST be a "summation" or "summation with details" report
pull up the "add sugar dashlets" on your homepage and locate the report you made in the "my reports" section at the bottom of your charts tab.
When you click on it it will load as a chart style dashlet.
Install the zucker report module and generate the graphical report .
Related
I am trying to design a custom invoice for my company and I am stuck on a couple of issues.
I want to have a text line disclaimer appear only when the invoice is for an export inside of EU (my company is based in EU, so the line would have to display only for countries in EU other than my country);
I have very basic HTML skills however and I can't seem to figure out how the code should look like in order to set this up. Can anyone provide any insight on this?
I suggest one of the following approaches, #2 would be easier but #1 addresses your direct question of using the templates.
Create at least 2 Custom Transaction Forms, one for invoices within EU and one for outside of EU. Create a Custom Transaction Body Field (text field with a default value) to hold the EU disclaimer, and display it on Form 1. If needed, create a Custom Advanced PDF/HTML Template to position all the fields (including disclaimer) the way you want it, and attach it to Form 1. *You actually don't need to create the custom field. the Custom Advanced PDF/HTML Template allows you to add free text.
Create a Description Item to hold the disclaimer text. That item can be manually added to all invoices, or you can do some programming to add the item to invoices. For the programming you can achieve this using NetSuite (javascript based) SuiteScript. You can create a beforeSubmit User Event Script to determine if disclaimer is needed and add one as the last line. Or a saveRecord Client Script to determine if disclaimer is needed, if one is present, and not allow user to save the record until adding one.
I have created a task manager view in Microsoft Outlook which contains user defined fields as well as other Pre-defined fields in the view. I am trying to share this task manager with the rest of my team however, I cannot get it to show all of the columns as they appear on my screen on their screens. I am able to share the task manager but many of the columns are missing. It seems to be because the custom view I created isn't being shared with the other users. On my computer, the custom view is displayed and selected above "Simple list" under the Current View menu on the left and the others do no seem to have that as an option. Does anyone know how I can share the view? The tasks are already being shared I just need the View to be shared so my team can see all the columns properly. Thanks for any input you may have to offer.
Views are defined and customized using the View object's XML property. The XML property allows you to create and set a customized XML schema that defines the various features of a view.
Use the CurrentView property of the Explorer or Folder classes to customize the View in Outlook. An XML definition of the view can be exported and transferred to another PC.
Ok essentially what I did was I went to view - current view - define views and created a new view selecting Table and This folder, visible to everyone. Then I found pre-definied columns that weren't user defined columns that allowed free text typing like subject, milage, and billing information. Once finished adding all the columns I needed I applied the view. Then I went and changed the name of the columns by right clicking each column header in the task manager and selecting format column. there you chan change the label name to whatever you want the column to be titled. This way you did not have to worry with using user defined columns that can be tricky to share. After that I went back to view - current view - define views, and made a copy of the view I created selecting this folder, visible to everyone. Then you will want to right on the tasks manager name you created under the My Tasks list and select properties. Make sure to give everyone your sharing it with full permissions as owners so that they can all edit the task manager as they finish each task. Then I shared this task manager by right clicking on the name of my newly created tasks manager (listed under the My Tasks menu) and selecting "share". I checked the box in the email stating recipient can add, edit, and delete items in this tasks folder. Now everyone can see all information displayed in each column and edit it as well hope this helps.
In the past, I have used Tableau, another Data Visualization tool just like Qlikview where I could link a selection on a table or graph (or really an worksheet on a dashboard) to another dashboard by setting a source and destination dashboard/sheet. I did this using 'Action Filters'.
I am trying to do the same thing in Qlikview where I want to link two dashboards and transfer the selection in the source dashboard as a filter to the destination dashboard. Any idea if this is possible? And if yes, how can I implement this?
If you are using a trigger, say, on a button which opens a new QlikView Document, there are options to transfer state. This will carry over your current selection criteria. However, the fields in the destination document must have the same name.
See button properties -> Actions -> Add -> Action type external: Open QlikView Document. You will return to the Actions tab with options available to the newly added action.
Try to solve it with the data-model behind these two dashboard. If they use the same data resp. the data-tables are connected this works out of the box in QlikView because of the so called associative data-model in QlikView.
No need to connect the dashboards manually, zero configuration ...
I would like to create a list with some External Data fields (and other fields) and customize it in Infopath, but it's not working.. InfoPath says:
The following fields in the SharepPoint list are not supported because
of their data type and will not be available in InfoPath Designer:
-field_1 (BusinessData)
-field_2 (BusinessData)
Is it possible to use an External Content Type (WCF Service) with a list in Infopath?
I mean, use an External Item Picker in a Infopath form that connects to a list. Or is it only possible with a Form Library?
Any ideas on how to solve this or a suggestion to another approach?
Thanks in advance.
It is possible to create the scenario you're referring to... if I understand you correctly, you want to use the External Item Picker to create a pick list within an external list against another list.
You would have to associate the two external lists (ECTs) within your BCS model. This association must be a foreign key based association. That done, SharePoint will automatically create an External Item Picker in the default list form.
I'm currently doing the same thing and it works for me in Sharepoint. However, when I modify the form in Infopath, I start to get errors whenever I select an item in the External Item Picker. As long as I don't use InfoPath to modify the form, it works fine in SharePoint.
I hope this answers your question.
Cheers!
i want to know is it possible to bind my all crystal reports to a single reportviewer, somewhat in tabbed view or treevie. If tabbed then visible through navigation button.
If yes then how?
any help would be highly appreciated.
Amit Ranjan
Having reviewed the micrososft documentation, it seems you can not bind multiple reports to a viewer. As suggested here:
"Displaying a report using the CrystalReportViewer control
The CrystalReportViewer control displays only one report at a time. Which report is displayed by the control is determined by which report you bind to your code. To tell the control which report to display, you bind the ReportSource property of the control to a particular report. At runtime, the control loads the report that is bound to the ReportSource property and displays it. "
The diocumentation goes on to say you can only bind a report type to the report source.
So, basically you need to build the multi view yourself. In my mind this can be done in two ways.
Create a report viewer for each
report (maybe using a tab control)
Create a single viewer and display
different reports based on what the user
selects in your application. i.e.
I have done something simular in the past, but rather than using the report viewer, i used crystal to export the report to pdf and displayed those to the user.
I hope this is clearer. :-)
Could you not hold your reports in a hierarchical structure in memory , which relates to a visible tree view and displayed the relevant report one at a time as the users selects various nodes..
If you can't pass a colection of reports to your viewer. I would hold a list of reports in a Dictionary or some other kind of list , which has a report and an identifier for that report.
Then display a tree view which represents the reports structure you have, with each node holding the id of the report it represents, when the user selects the a TreeView node, you can look up you report from the dictionary and load it into the report viewer.
I hope that makes sense...