Hi Simon,
I realise this might not be what I'm looking for. So I'll ask my question in a separate post.
Thanks for taking the time to reply anyway !
I realise this might not be what I'm looking for. So I'll ask my question in a separate post.
Thanks for taking the time to reply anyway !
--- In vantage@yahoogroups.com, "s1mhall" <s1mhall@...> wrote:
>
> I think this might have been the link
>
> I built a dashboard to display CRM calls so I could put an embedded dash panel into the case form.
>
> In the BAQ I had to join in the HDCase to the call table and display the case number. I then could do the Browse filtering on that field the dashboard, Finally I subscribed to the UI when I used the sheet wizard in customization mode.
>
> I hope that points you in the right direction.
>
> I'm doing some more testing today, but I think it is working correctly now.
>
> I'll keep you updated.
>
> I'm still trying to sort out the opening the call form from the dashboard, but I think I need to put a cusomization on the dashboard and not on the form that I am embeddding the dashboard to.
>
> Once again I'll update my findings.
>
> Cheers
> Simon Hall
>
> --- In vantage@yahoogroups.com, "hexadecimalman" <christian.duguay@> wrote:
> >
> > Hi,
> >
> > I'm also looking for a solution to autorefresh an Embedded dashboard. I tried to search in the list, but didn't find the answer. Could you give me the link to this message ?
> >
> > thank you !
> >
> > Christian
> >
> > --- In vantage@yahoogroups.com, "s1mhall" <s1mhall@> wrote:
> > >
> > > Thanks Jose,
> > > I think I found the one about auto refreshing and I believe I have it working correctly now.
> > >
> > > Still looking for an answer to being able to open up the call form if clicking on a selected record on a dashboard of calls related to a case.
> > >
> > > I am sure it is something simple, but I am finding any documentation I have just doesn't cover some of this sort of stuff to point people in the right direction.
> > >
> > > Cheers
> > > Simon
> > >
> > > --- In vantage@yahoogroups.com, Jose Gomez <jose@> wrote:
> > > >
> > > > This answers has been given before look through the list
> > > > On May 29, 2013 5:44 PM, "s1mhall" <s1mhall@> wrote:
> > > >
> > > > > **
> > > > >
> > > > >
> > > > > Just giving this one a little bump. If anyone can point me in the right
> > > > > direction I'd appreciate it.
> > > > >
> > > > > Cheers
> > > > > Simon Hall
> > > > >
> > > > > --- In vantage@yahoogroups.com, "s1mhall" <s1mhall@> wrote:
> > > > > >
> > > > > > Hi,
> > > > > > I have been attempting to get an embedded dashboard of calls into a tab
> > > > > on the Case Entry form. I have finally managed to get a BAQ/Dashboard to
> > > > > link through, however I have not been able to get the new Call dashboard
> > > > > refresh once you enter in a new call from the new call button on the
> > > > > associated Case form. If anyone can point me in the right direction that
> > > > > would be appreiated.
> > > > > >
> > > > > > I am also wanting to know how can you get the call detail form to open
> > > > > up the from when you double click on a row in the embedded dashboard.
> > > > > >
> > > > > > Any assistance appreciated.Hall I assume I am going to have to write
> > > > > some custom code or use the add/edit transaction event handler on the call
> > > > > form, but once again I am not too sure, perhaps I have the Dashboard
> > > > > incorrect which is stopping it refreshing.
> > > > > >
> > > > > > Kind Regards
> > > > > > Simon
> > > > > >
> > > > >
> > > > >
> > > > >
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
>