One of the standing out features of Acumatica's Modern UI is the Form-Specific Help menu, which is opened when you click the Help button while viewing the majority of forms:
I wonder how big is the effort to create Form-Specific Help menu for a custom screen?
As described in the Acumatica ERP documentation, to link a reference article with a particular screen, you should specify the Article ID based on the Screen ID of the form, replacing periods with underscores. For example, if the Screen ID is AP.10.10.00, the ID of its reference form must be specified as AP_10_10_00.
A very similar concept is used to link form-specific help with a particular screen. If you take a quick look at the Wiki Site Map (SM.20.20.10), you should notice the Form Quick Reference node under User Guide:
The Form Quick Reference node in its order contains a number of sub-nodes representing different modules of Acumatica ERP. And by checking the list of Wiki articles included into the Sales Orders (User Guide -> Form Quick Reference -> Sales Orders), you can easily tell, that form-specific help menu is nothing more than a Wiki article linked to a particular screen. To link form-specific help with a particular screen, you should specify the Article ID based on the Screen ID of the form, replacing periods with underscores and adding _NAV in the end of the Article ID.
The content of a Wiki article representing form-specific help is usually quite simple:
==Procedures==
[HelpRoot_User\SO__How_Create_Sale_Order|To Create a Sales Order (SO)]{br}
...
[HelpRoot_User\SO__How_Process_RM_Order|To Process Authorized Returns (RM)]
==Concepts==
[HelpRoot_User\SO__con_Order_Processing|Sales Order Processing Options]{br}
...
[HelpRoot_User\SO__con_Order_Types_for_Returns|Predefined Order Types for Customer Returns]
==Form Reference==
[HelpRoot_User\SO_30_10_00|Sales Orders] ([~/?ScreenId=SO301000|SO.30.10.00])
==Help Dashboard==
For the majority of standard Acumatica ERP screens, form-specific help consists of up to 4 sections:
Procedures
Concepts
Form Reference
Help Dashboard
Also keep in mind, the Procedures section is considered optional and can be easily excluded from some of form-specific help menus.
Related
I am having a page with documents loaded in SharePoint 2010. I have three buttons below each documents in the page and they are 'Like','Unlike' and 'Comment'. So whenever people go there and see the documents they can click on any buttons of their wish.
My question is how to take the hit count of these buttons seperately and display it for each document. Is it possible to create a list with having these three columns and handle it using Client-Side scripting. Any suggestions or help is much appreciated.
Each item in SharePoint has a property bag that can contain ad-hoc data like this. You could certainly add additional columns to store this data and update those columns but that does mean that users could easily manipulate the values via the UI. Since the property bag is only accessible via the various API's, you wouldn't have this issue.
For an example of accessing the property bag via CSOM (which would be your best option since I'm assuming you want your users to be able to like, unlike and comment without refreshing the page each time), see this post reading and writing property bag values using CSOM
Another thing to consider for comments is the existing notes functionality that exists in SharePoint 2010 and SharePoint 2013. These comments are ties into the social functionality and may give you a bit more bang for your buck. To show the comments page for a particular list item see this post SharePoint Social Data using Javascript
I have recently inherited a very messy Dynamics CRM system from my predecessor. I want to clean up the way our company navigates around Accounts. At the moment, there are 3 views and one form with about 2000 (exaggeration) lines of javascript code!
We categorize accounts into three types; TypeA, TypeB, TypeC. This is controlled by an Option Drop Down. Once selected, the screen hides/shows depending on it. This has meant we have a very wide AccountExtensionBase table. I am accepting I will have to live with this as I am have been led to believe that building a 1..1 extension is not as easy as it seems?
What I would like to do is change the 'Workplace -> Customer' menu on the right hand side of CRM. I'd like to add three clickable options so it would read
Customers
Accounts
TypeA
TypeB
TypeC
Contacts
Upon clicking, for example, 'TypeA' it would take the user to the 'TypeA' accounts which are filtered by a pre-defined view. Then, any request for the Account Form from this view would redirect the user to a specific 'TypeA' form, which I have yet to create.
I have read this article here Crm 2011 - How to set a default form depending on attribute value (without using Javascript)? which is a good example of how to re-direct the forms. However, I am unsure how to handle this from a 'New' request, as the drop down is not yet populated.
Is there a way of building this concept cleanly in CRM? I am finding it hard to get any decent Google results as I am unsure of what terminology I should be using.
Any help or links to suitable guides would be hugely appreciated.
Thanks.
I think these are the droids you are looking for:
http://www.powerobjects.com/blog/2013/03/08/displaying-filtered-view-in-site-map-crm-2011/
Granted it is for CRM 4, however it may work in 2011.
You might also look at:
http://mscrmtools.blogspot.com/2011/06/new-tool-sitemap-editor-for-microsoft.html
I need to display account notes across all opportunities. typically a MSCRM creates a blank Notes section for each new Opportunity you create inside a account, but I need to display a running Account dialog of conversations to review in one continues notepad (means display all notes).
Can anyone tell me how I can display all notes in the opportunity form?
Is this possible without coding (or in fact, with coding!)
Thanks in advance,
SD
Well you can do this a few different ways.
1) The easiest way is to add an IFRAME and then point to the applicable Account notes container. You'd have to set the "id" attribute based on the account. Here's what your IFRAME url will look like:
/_controls/notes/notesdata.aspx?EnableInlineEdit=true&EnableInsert=true&id=%7bEF88BCAA-C3EB-E111-B142-78E7D162EE67%7d&ParentEntity=1
2) If you are only wanting to display the notes and not allow for a user to edit them (read-only), then you'll need to use fetch to query the annotations where the related id equals the account.
Just to be clear the on requirement here.
I believe you are saying: Each Account has multiple Opportunities, each Opportunity has many Notes. On the Account you want to show all the Notes for all the Opportunities.
I don't think you can achieve this with out of the box functionaility, I would suggest creating an SSRS report and iFrame'ing it in.
Hi
I have not using any shopping cart module, just created a content type (product) and defining several field(attribute) for each product feature.
I want to ask is there any module in Drupal for product comparison or field comparison?
Thanks
No, but there is a way to do it with the Flag module and Views. It will take more work than just turning on a module, but the outcome is the standard product comparison you're looking for. See this article.
The article is no longer online: here the content of the original post.
Ubercart Product Comparison
For me, using Ubercart in Drupal as an e-commerce solution for your website is the way to go. I have been using Ubercart for years now for a number of web design and development projects, and there are a massive amount of contribute modules to beef it up. One feature that I have been keen to work on is a Product Comparison feature, which would allow users to select products and have them display on a page, providing them with a nice and easy layout to easily compare their selected products.
After searching around the web, I found a few articles and posts from people looking for this feature, asking how it could work or if anyone had done it, but couldn’t find anything that said “here it is, this is how it can be done”. So, after a little bit or research and a bit of a play, I have come up with a solution which is not that difficult to achieve and only requires some already existing Drupal modules with just a few tweaks.
Note: This tutorial assumes that you already have a working ecommerce site with Ubercart installed. Best to also try this on a test environment and not a live website.
Step 1. Download Required Modules
Download, install and enable the following modules.
Views (I used 6.x-2.11, I haven’t tested it with any other releases)
Flag (I used 6.x-2.0-beta3, I haven’t tested it with any other releases)
Step 2. Flags configuration – Setting up your “compare”
Once you have enabled the Flags module, go to the flags administration page at /admin/build/flags.
Click the Add link, enter the name of your flag (something like “compare”), and leave the flag type as “node”, and submit.
On the next screen you will need to configure your new flag. Complete the following fields (changing the values if you like). I setup my configuration so only registered users of the website could compare products.
Title – Compare Products
Flag link text – Add to compare
Flagged message - [title] has been added to your compare
Unflag link text – Remove from compare
Unflagged message – [title] has been removed from your compare
Flaggable content – Product
Check “Display login link for anonymous users.” and for anonymous link text add “[login] to add to your compare”
For flag access, check flag and unflag for authenticated users
Under Display options select “Display link on node page” and “JavaScript toggle” as link type
Click submit to save your flag.
With the settings we used, the “flag link text” should now display on your product nodes. Clicking it should make the “flagged message” appear and the link changed to your “unflag link text” using JavaScript.
So what we are doing here is just flagging nodes – it’s actually pretty simple. We are flagging/unflagging them as “compare product”, so you should now be able to (by clicking on the link provided on your products) add and remove products to compare on your website.
Now we have done this, we need to create a page to display our “flagged” products, in which this case is the products we want to compare.
Step 3. Creating out Compare Products Page
Go to the Views Administration page, enabling the Flag module creates a default flag view. You can use this as a reference, or even change this view to what you need, it’s totally up to you. All we need is a view with (at least) the settings explained below.
DEFAULTS
Basic Settings – Use at least the following settings
Title: Product Comparison
Style: Table
Items per page: Unlimited
Access: Authenticated user
Empty text: Full HTML
- You have not yet added any products to compare. Click the “Add to compare” link when viewing a product to add it to this page.
Relationships
Add the following relationship:
Flags: Node flag
- label: compare
- check “Include only flagged content”
- flag: select the flag you created in step 2
- by: current user
Fields – You can put whatever fields here you would like to show up against each product. You must include the Node Title, and ideally you would want to show a thumbnail of the product, its price and description and the unflag link to allow users to remove it from this page. I have the following fields for my compare:
Content Image using an imagecache, linking to product
Node: Title linking to product
Flags: Flag link
- Relationship: select the one you added
Product: Sell Price
Node: Teaser
Filters
Node: Published Yes
AND SAVE
Now add a new page display view and give it a URL, then save. Navigate to your new compare page using the URL you entered. If you haven’t “flagged” any products yet, go do so and once done you should see those products displayed on your Compare Products page!!!
But, there is one slight issue. Because we needed to use Style: Table to get the layout to better suit a compare list, it still doesn’t display it the way we need it too. We want to display each of the products horizontally, with each field label shown on the far left so it is easy to compare our products. To do this we need to retheme the table style for our view.
Step 4. Theme the table output of the view
Under Theme: Information for our view, it displays a list of all the possible templates for the display plugin and for the style plugins. Look for the list titled Style output. This is what we want. It lists the possible templates we can use to change the theming of the style output. The first one it displays is the generic template for the table style output but we don’t want to use this one, because if we do we could effect any other table style view that may be on the site. So best to use the next one across, mine was called views-view-table–flag-compare.tpl.php.
Create a new php file and name the file to the template name you want to use. In my case my file is named views-view-table–flag-compare.tpl.php.
Paste the Drupal 6 code from here http://drupal.org/node/174578 into your template file.
Then place the file in your themes directory – and presto! Your comparison table should be laid out more like a comparison style grid. Below is a screenshot of what my Comparison page looks like after a little bit of extra styling.
Try this module: https://drupal.org/project/comparison
Allows the comparison of the attributes of two or more nodes by generating a table. A checkbox is added to nodes to allow them to be included in the comparison. If two or more nodes are selected a link is added to a page with a comparison table.
Lets say for example, I have a list of products that each have it's own page... in what way can I create a single page that will list each product as it's contents as a list (with hyperlinks)? Not really sure how to do this directly in Orchard - or will I need to create a custom page / widget? Thanks for any help... new to Orchard and not sure how to tackle this.
You have a couple options. I believe the Orchard gallery at orchardproject.net has a module called Simple Commerce that may solve your problem. (it's simple so it might not)
(In the following section, I've tried to boldface the terminology words that are 1) are crucial to understanding how to use Orchard and 2) helpful in finding your way around the dashboard)
Another option may be first creating a Content Type--probably one named Product with some Fields describing an individual product. Price, SKU and description come to mind, but you'll be better able to describe your own products. Each Content Type in Orchard can be associated with any combination of Parts. You may have to research which ones you actually want for an individual product, but I'd recommend:
Body (this could replace the Description I suggested above) You could include any amount of HTML/script in this section to make your individual product pages look fancy!
Common (this has to be added when Containable is used)
Containable (this will allow the items to be listed)
Route (so you can link to a specific product)
This gives each product its own slug (URL)
Tags (to allow products to be categorized)
Now, you need to create a new List from the dashboard so you can display the products together (and inherit other features like pagination, etc). Be sure to select the Product Content Type in the Contains drop down list.
Then, you can start creating your Content (your Products) one by one. In the dashboard, click the new Product item and describe each new piece of Content.
Finally, you can link directly to this new List using the Products List's *slug*. You could (and might want to) add the Products List to your main navigation menu. Clicking the Products List and checking the "Show on main menu" box will automagically add a navigation button directly to this page. You could, of course, link to this List from anywhere using the slug (also found on the list's edit page)
This page, from the Orchard documentation pages describes more things you can do with a list of content like modifying the layout of the list, placing content fields in different places and even converting your products to widgets which you could use to display some promotional product offering in a special spot on your site.
I highly recommend reading through at least the documentation provided on the Orchard site to get a good grasp of what this CMS can do out of the box and what you would need to write custom code to accomplish (which you could do in this case, but Orchard can handle it out of the box)
Hope this helps!
Two ways to do this:
http://orchardproject.net/docs/Creating-lists.ashx and http://orchardproject.net/gallery/List/Modules/Orchard.Module.Contrib.Taxonomies