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revenue dataform extension - link field

Arlette Slachmuylder

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

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

Thanks!

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Comments

Arlette Slachmuylder

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

@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

@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

@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

@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

@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.