BBCRM - How to getting started with a Datalist with the drop down details

Kathy Dean
Kathy Dean
Fourth Anniversary Facilitator 1
in Blackbaud CRM Developer Discussions

I am looking for advice on the best way to figure out how to modify or recreate an existing datalist - Communications. The datalist currently display the basic information on different communications (example - Appeal Mailing, Event Invitations, General Correspondence, etc).

When you expand (select the arrow on the left) on the row, a detail is displayed below the line.

  1. How do I determine what html is used for formatting the details?
  2. How does it work where it displays different details depending on a criteria. This example Communication type.
  3. What is the best way to make changes - add and modify?

The part I am familiar with is created a updated or new datalist (Catalog model) and how modify which one is displayed but unsure how to work with the expanded “Details” from the detail list.

Thanks,

Kathy

Comments

  • Todd O
    Todd O
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Kathy Dean Some data lists mix different records types and put the view form ID as a output instead of setting to a single form. If you Enable design mode and if you look at the value for ViewDataForm you an see the field name (for the data list named "All Constituent Correspondence List" in the "Communications" tab on the constituent page its: PREVIEWDATAFORM). Then if you click "view Xml" you can look for that variable in the data list spec to see all the different guids the view form is getting set to, these are the DataFormInstanceID of each view form. Then you can to search for them in the DATAFORMTEMPLATECATALOG table by the DataFormInstanceID in the TEMPLATESPECXML column(select * from [dbo].[DATAFORMTEMPLATECATALOG] where cast(TEMPLATESPECXML as nvarchar(max)) like '00000000-0000-0000-0000-000000000000';).

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