How do you add chevron to custom list builder properties window, if possible

Bruce Boling
Bruce Boling
Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge
in Blackbaud CRM™ General Discussions

I have created a list builder spec and used the properties window in CRM to complete the process. I used the ViewDataForm field in property window to activate the drop down. I have no chevron to indicate the row will expand. How do you add a chevron to the properties window for a custom list builder spec?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Bruce Boling Hi Bruce! Circling back around in this, as it has been a few days since you posted. Were you able to figure out how to add the chevron? Thanks!

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Bruce Boling I don't know if this will help, but we have a situation where we had to create a dummy action in order for the “chevron” to appear.

    The action was not permitted and disabled but it did make the chevron appear.

    We labeled the dummy action “Execute Order 66” cuz we're nerds like that, right @Kelli Crispin ? ?


  • Kelli Crispin
    Kelli Crispin
    Tenth Anniversary Kudos 2 Name Dropper Facilitator 1

    @Rick Root I was thinking of this when I saw the question pop up, so I'm glad you answered. It is certainly a bit frustrating to need an action in order for the chevron to appear, especially when there is a view form. The good news is that the row will expand to show a view form if you click anywhere on the row, but the chevron definitely tells the user there is something more to see.

    Yes, we are total nerds over here, and I wish Rick would add more Easter eggs to our system! LOL

  • Bruce Boling
    Bruce Boling
    Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Rick Root

    @Crystal Bruce

    @Kelli Crispin

    I appreciate the answers. We just figured out that I could add an action and change the name of the action to ‘show opportunity’. Changed the actiontype to ‘showdataform’ and changed dataform to ‘Opportunity Detail View Form’ and sectiontype to ‘SectionField’ and sectionfield to ‘OPPORTUNITY_RECORDID’ the keyid field returned by function. Also changed image to ‘RES:info_32x’ to get the info icon instead of default pencil icon since there is no editing. So, this new action allows my row to expand, so it is a real action, not a dummy. Thanks for info we were all on the right track. -Bruce

  • Bruce Boling
    Bruce Boling
    Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Rick Root

    @Crystal Bruce

    @Kelli Crispin

    I would like to set the length of a field in list builder (custom with spec) so the user does not have to manually expand the column. The only way I have found is to hit the MORE button and choose the autosize all columns. Is there any way when the list builder is created that this can be done with a XML tag in spec or some other way. Thank, Bruce.

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Bruce Boling You can have it autosize automatically but I don't think there's any way to set column widths individually.

  • Bruce Boling
    Bruce Boling
    Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Rick Root
    What is the method/logic (or XML tag, etc.) to autosize automatically? I would like to try it.

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Bruce Boling It would have to be either in the AlterPages part when you add it to the page… or you have to do it in the Properties dialog from design view. So if you have already put it on a page, you'd just have to adjust it with Design View.

    If you do it in your test environment, then view the PAGE xml, you can see what it did when you change the autosize property.

  • Bruce Boling
    Bruce Boling
    Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Rick Root
    We do not do a page spec, we only do the queryviewspec for making a custom listbuilder. We fill in the properties box after starting design mode/view which takes the place of the page spec. There is no autosize auto on properties screen other than autosize displaying yes/no. May not be a way to do this other than user hitting the autosize once.

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Bruce Boling
    Ah yes I see that… sorry, my bad!

    I do believe at least once a user does auto size the columns it will stay that way.

  • Bruce Boling
    Bruce Boling
    Sixth Anniversary Name Dropper Facilitator 1 June 2023 Monthly Challenge

    @Rick Root
    I agree, it acts like a sticky. Thanks for your ideas.

Categories