I am new to suiteCRM and i need some help.When I want to add any activity(like Task,Meeting or Call) in calendar module,When I click on any time period then quick create popup is displays and it is showing two radio button "Schedule Meeting" and "Log Call" but it is not showing "Create Task" Which I want.
Is there any option in admin panel or config that allow us to enable crate task?
I have attached a screenshot for reference.
Thanks in advance.enter image description here
There is not an admin option per se.
In order to add tasks in that view, you would need to add the checkbox in modules/Calendar/tpls/form.tpl and include your own custom javascript to handle this.
Related
I have process as shown below.
Simple Process
Here I have two task i.e., Draft and Review.(fig1)
In draft i have outcomes as "save & submit".
When i click on save the draft task should display in read only mode so for this i have created the new task as Draft view using display value pallet element(fig 2), in the draft view i have again outcome like edit, submit.
when i click on edit again it moves to draft task. The thing is here i have created the new task for draft view. As this is simple process i can create but for complex project it requires me to create one extra task.
And for the review also i have review view task.
In activiti there is save button is provided, but here if i click on save button it will be in edit mode not in the view mode. And for view mode i have different outcomes for example: edit and submit, when i click on edit outcome again the task should open in edit mode(should show outcomes save and submit). The submit always move to next task.
Please Can anyone provide me the solution to avoid creating the task as draft view and review view.
Thanks & Regards
Amruta Wandakar
Instead of relying on the OOTB buttons create your custom buttons "save" turns your form to read-only, and "edit" makes it writable. you find examples on creating custom form fields in activiti. if you are using activiti embedded in Alfresco you can customize your task definition (model) to include buttons and then register onClick listeners using js
How can I add custom buttons with custom event values in icCube reporting v6 (similar to the Actions/Buttons widget in v5)? I didn't find this option in any of the filters & tools.
For the time being I think "Select Control" widget is what you are looking for (it is placed under "Filters & Tools" top menu).
With its' "Data options" it is possible to define custom action (green border card).
After this step you might want to configure custom action with it's advanced settings (1)
Configuration of "Event type" field gives you a list of possibilities. Even to define onClick javascript callback (3)
I would like to track how many people click on a link in the menu bar and where did they come from. Is there a way to do it? I see that in Wordpress there is a class called menu-item, but I don't know how this would help me.
Thanks in advance.
Google Analytics will track where users come from by default. Because of this, you only need to create an event to fire on the click class: menu-item.
After setting up event tracking, navigate to Behaviour -> Events -> Top Events. Once at this page, search for the naming of the event you created, and then select a secondary dimension such as Default Channel Grouping, Source/Medium, or whatever is relevant to your needs.
1) You need to create universal event tag. In fields to set, choose variable refferer and as value select {{refferer}}.
2) Create "click classes" variable with value: gtm.elementClasses
3) Create trigger of "Click - All Elements" type. Select "some clicks" and fill it with: {{click classes}} equals menu-item.
I want to add a button in my screen company in Sage CRM, but when I add this script it doesn't work
<script>crm.ready(function() { crm.addButton('print'); });
I added this script in the companyTopContent.
The reason this didn't work is probably because you are using a version prior to 7.2 and, therefore, CRM is not defined in the custom content.
However, there is quite a simple way to add buttons to the Company Summary screen without resorting to adding JavaScript (although JavaScript buttons can be useful sometimes).
Sage has built-in "Button Groups" that allow a collection of buttons to be created and then attached to various parts of the system, one of which is the Company Summary screen.
To create a Print button, go to:
Administration -> Advanced Customisation -> Button Groups
Click on "New" and enter a name. Select "companysummary" for the Action. This will create the button group and take you back to the button group screen.
Click on "Customise" next to your new group.
Add a new button:
Caption: Print
Action: customurl
URL Name: javascript:window.print()
Bitmap: print.gif
New Window: No - this is important, otherwise you will be printing a blank page.
Add the button to the list and click "Save". You should now have a Print button on the Company Summary screen.
I followed the instructions in this link
but I face a strange problem which is when the lookup is populated with the new filtered view the add button is getting disabled when I select a record from the new view !!
I debugged the code in the lookupinfo.aspx page and I found this line of code that controls whether the add button is enabled or disabled
btnAdd.disabled = (crmGrid.InnerGrid.SelectedRecords.length == 0);
and this line of code always return true despite there is a selected record !!
Can anyone help me ?
Thank you.
I followed the instructions in this link
Which link? I can't see one referenced in your question. I'll make some assumptions about what you are trying to do. I will assume that you are trying to hide an "Add Existing" button linked to a form's sub-grid. I'll also assuem you're trying to edit XML files by hand (which is the hard way!).
The easiest way to apply rules to buttons in CRM 2011 is to use Erik Pool's brilliant tool "Visual Ribbon Editor" (available here)).
To hide an "Add Existing" button based on selected records, you would:
Connect the tool to your CRM environment
Open the "parent" entity (i.e. the record type that shows the "Add Existing xxxx" button
Select the Ribbon Type to be "Sub-Grid"
Select the button you wish to manipulate
Add or edit the Enable Rules for that button
If I'm not describing a solution to your problem, maybe enhance your question - it's hard to understand what you are trying to acheive.