StartPage
This Legacy Form defines the content of the start page displayed after the user logs on to the CRM.pad app.
The following items are included in the default StartPage
:
- Date Picker, see DatePicker Type.
- Activity list with a filter applied that displays the current reps activities, see RecordList Type.
- Map limited in size, see Map Type.
You can add further rows. For each row you must define
- The Type, see Row Types.
- The Func content (a list of values separated by semicolon) that depend on the assigned type.
You can enter additional options in JSON syntax in the following fields:
- Options column: Additional options
-
Item-Attributes column: Item-specific options
Example: A color bar is displayed below a page's header. By default, the info area's color is assigned.
For the start page, the Company info area's color is displayed. You can define a different color for the start page in the Item-Atrritubes field of the Legacy Form's item (Row #1), e. g.
{"Color":"#FF0000"}.
Configuring the Date Picker's Behavior on the Start Page
By default, the user's activities for the current week are displayed after the user switches to the start page. And if the user taps on a specific date, the activities for the week of the selected date are displayed.
You can change the default behavior, so that the user can list either the selected day's or the selected week's activities.
To configure the date picker's behavior:
- Define a filter as follows:
Note: Instead of defining a new filter, you could also adjust the existingMA.DashboardCalendar
filter accordingly. - Switch to the StartPage Legacy Form:
- Specify the following:
- Enter
{"OutputRange"
:true
}
in the Options argument field of theDatePicker
row. - In the
update.tablet
configuration,$curDay
is entered in the Func field by default. Delete this value. - In the Func field of the
RecordList
and theMap
rows, the filter applied is referenced (by defaultMA.DashboardCalendar
). If you defined a new filter, replace this value with the name of your filter.Note: The filter referenced must contain the following conditionDate>=$parParam.1.1 AND Date<=$parParam.1.2 AND Rep ID=$curRep
- Change the
RecordList
's default Text (My Activities this week
) to match your configuration.
- Enter