revenue dataform extension - link field

Arlette Slachmuylder
Arlette Slachmuylder New Member
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in Blackbaud CRM Developer Discussions

Hi - I am adding a dataform extension to the revenue transaction dataform, and am trying to show a link to another revenue item.

<FormField FieldID="LINKTEXT" Caption="Link to Donor Pledge">
<Link IDColumn="LINKTODONORPLEDGEID" RecordType="Revenue"/>
</FormField>

I have tried RecordType of FinancialTransaction as well - and in neither case, is it showing up as a link. Any ideas?

Thanks!

Comments

  • Arlette Slachmuylder
    Arlette Slachmuylder New Member
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    Truthfully, I cannot seem to get the form extension to honor a custom UI model either - is there something about the Revenue screen that is too custom to do a successful extension on?

  • Will Mercer
    Will Mercer New Member
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    @Arlette Slachmuylder As far as I am aware you cannot use a custom UI model with an extension form because you are just adding a field to an existing form. I had an issue with a problem like this recently and the only way I could get this to work was to recreate the spec from scratch with a custom UI model.

  • Chris Whisenhunt
    Chris Whisenhunt New Member
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    @Arlette Slachmuylder this can in fact be done, but not using the “Link” fields. You need to use a UIAction field. Extensions allows UI models, done thousands of them.

  • Arlette Slachmuylder
    Arlette Slachmuylder New Member
    Third Anniversary Kudos 1 Name Dropper Facilitator 1

    @Chris Whisenhunt
    Thanks Chris. OK - I can probably make that work, but I don't think the caption option on the button lets me display custom text coming from a variable, does it? Also, do you know why the Link field does not work? It is used in the built in Blackbaud xml…

  • Chris Whisenhunt
    Chris Whisenhunt New Member
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    @Arlette Slachmuylder Tbh no. It might be one of those half baked SDK items that is never really used. Although, it probably requires a few specific things (UIModel) and such to get it to work. You're trying to link from one form in BBCRM to another page with a specific record ID in BBCRM?

    Yes, you can change the text on the buttons through the UIModel.

  • Harry Frank
    Harry Frank New Member
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    @Arlette Slachmuylder
    What kind of form are you extending? I believe the link field options are only available for View Forms.

    I have extended forms using a ui model before. The bottom of the spec ends up looking something like this:

    </FormFields>

    <WebUIComponent>

    <UIModel AssemblyName="Bucknell.PendingVisits.UIModel.dll" ClassName="Bucknell.PendingVisits.UIModel.VisitExtensionAddDataFormUIModel" />

    <WebUI>

    <ExternalResource Url="browser/htmlforms/custom/bucknell.pendingvisits/VisitExtensionAddDataForm.html" />

    </WebUI>

    </WebUIComponent>

    </FormMetaData>

    <c:DataFormExtension DataFormInstanceID="someguidgoeshere" TabCaption="Visit Location" RenderStyle="AfterParent" />

    </AddDataFormTemplateSpec>

    You can even access the main model through this.HostModel, and if you cast to the appropriate model type, access its fields as well.

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