Row Types
Learn about row types in legacy forms.
You can assign the following types to a row in a Legacy Form.
DatePicker Type
Displays the calendar on the start page.
-
Func argument:
You can set a specific date or use the
$curDay
variable (default) to define the day displayed. -
Valuename argument:
You can define a name that you can use as a parameter in the Func or any other argument within the same Legacy Form. See the example in see RecordList Type.
-
Options argument:
For example, you can define the date picker's behavior, see Configuring the Date Picker's Behavior on the Start Page.
RecordList Type
Displays records like child records in the Details view.
You can add more than one RecordList
row to a Legacy Form. The record
lists are searched for content in the order they are added. If no data can be found for
the first RecordList
, data is searched for the second one, and so
on.
-
Func argument:
You can define the following options:
- The name of the Search&List
configuration from where the field group name is taken.
- A link record: You can either leave it empty or enter
ID
.$
curRep
if you want to display records linked to the current rep. - A filter name
-
Param1
(optional)
Example:
The default configuration contains a
DatePicker
row that hasCalendar
as Valuename assigned. You can therefore reference the date picker with$Calendar
.The default configuration contains
MA;
;MA.Date
;$Calendar
in the record list's Func field resulting in the date picker's date (defined in its Func argument) being handed over as$parParam1
to the givenMA.Date
filter. The record list is then only displayed for the current day.Further available parameters:
FI
;$
MARecord
orKP;$MARecord.
You can add a
RecordList
row and assignFI
;$
MARecord
orKP;$MARecord
in the Func field. If the user taps on a record in the MA list, the corresponding FI or KP record is displayed in a list. - The name of the Search&List
-
Options argument:
You can define the following options in JSON syntax:
-
MaxResults
: Limits the number of records shown. -
RequestOption
: Defines how the data is searched for, e. g.{"RequestOption": "Best"}
-
NoDetails
: If set totrue
, the user cannot switch to the Details view. -
DisablePaging
: If set totrue
, paging is not available if records in a list are formatted in row or classic layout, see ListStyle Input Argument.
-
StaticText Type
You can only add a StaticText
row after a RecordList
.
The text entered in the Valuename column is displayed in the
application if no data is found.
Map Type
RecordList
type also
apply to the Map
type, see RecordList Type. But the data is
displayed in a map.The configured List control must return four fields:
- GPS y-coordinate
- GPS x-coordinate
- Title (shown in the map)
- Address
You can set the ColSpan field detail to combine the values of more fields, see Combining Field Values. If a row does not have GPS coordinates, its location is determined by the address field.
HTML Type
You can define that, for example, a client's web page is displayed. Web pages can only be displayed in online mode.
- Enter the URL in the Func column.
- You can add the current rep's name or ID to the URL with the $curRep or
$curRepId variables, for example,
http://www.google.at/search?q=$curRep;
- You can add the current rep's name or ID to the URL with the $curRep or
$curRepId variables, for example,
- Adjust the height by entering JSON into the TD-Attributes column.
ActionForm and TriggerExecution Types
The parameters and functions of these two forms are described in the topic, see Executing Server Workflows with Parameters.
InsightBoard Type
Displays an Insight Board.
Example: By default, the SMARTBOOK application menu is displayed on the start page in the out-of-the-box version, see StartPage.LegacyMenuTemplate.
Analysis and Query Types
You can add an analysis (as of CRM.pad 2.1) and a query (as of Version 2.1.1) to a Legacy Form.
Enter the analysis or query name in the Func argument. You can
also add a link record (e.g. the name of a RecordList
row).