Sorry, I noticed this just posted to the help forum and I can't seem to delete or move it to the developer forum. Rather than double post, please ignore my inability to find the NEW THREAD button in the developor forum.
Is there anyone that can anyone help me understand the process Splendid uses to add custom fields to a dynamic view? In particular, I’m trying to add a field to the quote line items, and while I’ve stepped through the code of other modules trying to understand how a [ModuleName]_Cstm SQL Tables and view are updated with the new field via a Stored Procedure, I’m finding it a little difficult. I’m even more worried I’m going to miss a step and find myself with a buggy system. I'm fine calling the SP's manaully to get this to work. Any help or guidance would be greatly appreciated!
Quotes, Orders and Invoices line items are a special beast. There is no automated way to add custom fields to the layout. You must edit the ~/_controls/EditLineItemsView.ascx manually.
The line-item data is controlled by SQL views, so you can use the online system to add custom fields to the QUOTES_LINE_ITEMS_CSTM, ORDERS_LINE_ITEMS_CSTM or INVOICES_LINE_ITEMS_CSTM tables.
.... The line-item data is controlled by SQL views, so you can use the online system to add custom fields to the QUOTES_LINE_ITEMS_CSTM, ORDERS_LINE_ITEMS_CSTM or INVOICES_LINE_ITEMS_CSTM tables.
This is where I get a little confused. When you say "online system", I take it you are referring to the SQL manager? I know the system appends custom fields to the views in SQL so the two quote tables appear as one, for instance QUOTES_LINE_ITEMS and QUOTES_LINE_ITEMS_CSTM. I don't know how to make that happen manually or perhaps call it in code? Would I be safe just recreating the view and having it pull all fields from both tables joined on ID? Would i also then need to add the field to the FIELDS_META_DATA table?
Thanks in advance!
Online means the SplendidCRM Admin Custom Field Editor. Most list views can be edited using the Admin Field Layout editor, but not for line items.
If you use the Custom Field Editor, it will automatically place entries in the FIELDS_META_DATA table and it will create the new fields and recompile the views. All that would be left is to update the ASP.NET code.
That's what I tried the first time through, but I don't see any of the line item modules appearing, just Quotes. Can I manaully add the quote line items table to a a table(s) so the list appears and I can add custom fields?
