Resource Page DescriptionSmart part for the SLX 72 web client - allows you to add any record to existing or new ad-hoc groups.
 Installation Instructions
- Compile the project. You may have to remap the references to point all the Sage assemblies to the correct spot. Alternatively, download the binary distribution.
- Add the resulting files to your web client support files. You will need to copy the files in the correct subdirectories:
- bin/SSSWorld.Slx72.SmartPartCollection.AddToAdhocGroup.dll
- SmartParts/General/AddToAdhocGroup.ascx
- SmartParts/General/App_LocalResources/AddToAdhocGroup.ascx.resx
- SmartParts/Lookup/LookupView.ascx
- Add the custom "AddToAdhocGroup" smart part to the smart part list of the entity pages for which you want the menu to display. Set the workspace as DialogWorkspace and leave the mode as blank (so it displays for both Detail and List view)
- Style it with the following classes in your CSS: dlgcontrols and dlgbuttons. For example:
.dlgcontrols li {
padding-top: 10px;
}
.dlgbuttons li {
padding-top: 5px;
}
Alternatively, you can download and install the bundle. It will automatically install the smart part onto the Account, Contact and Opportunity pages. Limitations
- Does not work well for the Admin user
- No unit tests (boo)
- After you add a record to a new ad-hoc group you have to refresh the page to see the group in the list
- No way to remove a record from the ad-hoc group
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