Guidance Needed on Customizing Call Log Slide-Out Menu

Kinetic ERP
, ,
1

Hi all,

I’m trying to customize the Call Log slide-out that opens from the Call Log button in Case Entry, but the customization isn’t taking effect and I’m not sure if I’m targeting the correct app.

What I’ve done so far:

1. CRM Call Entry

  • Created and published a custom layer for Erp.UI.CRMCallEntry

  • Applied it to menu ID CRGO6100

  • Customization works when CRM Call Entry is launched directly

2. Case Entry

  • Created a custom layer for Erp.UI.HelpDeskEntry

  • Copied OnClick_toolTaskCallLog

  • Overrode the system OnClick_toolTaskCallLog

  • In App-Open, set:

    • Application ID: CRGO6100 (the original one is also CRGO6100)

    • Layer: CRMCallEntry custom layer

However, the customization does not appear in the Call Log slide-out when launched from Case Entry.
Is this slide-out controlled by a different app/view, or am I missing a required configuration?

Any guidance appreciated. Thanks!

1 Like
2

Have you tried putting this in for the Application ID (“View” in 2025.1.13) in the App-Open event parameters, rather than the menu ID?

1 Like
3

Tested and it’s still the same outcome.

1 Like
4

Hi,
I’m also tested same . Have you find Something or not. If you find any custo kind let me know

1 Like
5

What does debugging tell you is triggered when you click the button to open the slider?

Is your custom layer entered exactly the same as it’s named?

2 Likes
6

image
image1910×830 37.9 KB

layer name giving correct only. but Quotation call log opening base mode only.

1 Like
7

Is that view, UDKNTest on a menu and enabled? Is that custom layer for the same application as is applied to view UDKNTest menu (not that it’s applied to the menu, just that it’s available to select for that applicaion)?

And, again, what does debugging tell you it’s doing when you click the button?

1 Like
8

@d_inman menu is enabled and custom layer is enabled already . please find below.,

how to do the debug., kindly suggent to me.,

image
image1432×550 32.5 KB

1 Like
9


See:


Also:
1 Like
10

Customizing the call log slide out isn’t possible as of this version.

5 Likes
11

Hi @Banderson / @d_inman / @mark_wonsil / @evan_purdy,

Understand, the Kinetic version is not possible customization, but i’m adding one new tool button and while clicking custid is not coming call log form.,

Launching options given value also, debug code also added below screenshot
please find the below screenshots, any idea about this.,

image
image1871×835 60.8 KB

image
image1848×1022 131 KB

1 Like
12

@Banderson / @d_inman / @mark_wonsil / @evan_purdy,

Launching options any mistake? Kindly let me know., check the below debug

image
image1952×757 120 KB

1 Like
13

We don’t have CRM, so I don’t seem to have the event that you’re trying to override. (Oops, I thought you were in Customer Entry, not Quote Entry.) I would suggest looking at that event to see if the app-open there has the launch options any different. The base event is getting the CustNum from the Task, not the Customer like you are showing. For whatever reason maybe it can’t get it from the Customer table that you’re passing.

Here’s the Launch Options of the base event:

{  "type": "Erp.UI.App.CRMCallEntry.CRMCallArgs,Erp.Adapters.CRMCall",  
    "options": {    
                "RelatedToFile": "Task",    
                "PrimaryID": "{Task.Key1}",    
                "CustomerNum": "{Task.TaskCustNum}",    
                "TaskID": "{Task.TaskID}",    
                "TaskSeqNum": "{Task.TaskSeqNum}",    
                "TaskRelatedToFile": "{Task.RelatedToFile}",    
                "showAsModal": true  
               }
}

Also, since @Banderson said above that you can’t customize the call log slide out in this version, then maybe also try removing your customer layer and see if the customer details are then shown correctly.

2 Likes