Create Custom Data Entry Pages

For an introduction to data entry pages, go to Data Entry PagesDeveloping data entry pages (Deprecated).

Create New Data Entry Pages

To create a new data entry page, you need to create two XML files: a layout file and a definition file , in your custom projects directory under ..under <custom_project>/web/WebContent/pages/dataEntry/<module_name>. 

...

As you can see in the example above, for the name, alternative code and log information components, generic components were used. For more information on generic components and how to use them, go to Use Generic Components (Deprecated).

Customise Existing Data Entry Pages

To extend the system's release functionality, by adding new components to an existing data entry page, both custom data entry definition and layout files must be created. To extend the system's release functionality, by just changing the layout of the existing components, only a custom data entry layout file must be created. Both definition and layout files must be created under  ..<custom_project>/web/WebContent/pages/dataEntry/<module_name> in your custom project's directory.

The custom data entry definition file must follow this naming convention: <release_definition_page_filename>Custom.xml and include the new components ONLY.

...

 <?xml version="1.0" encoding="UTF-8"?><page xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dataEntry.xsd">
	<id>contactinfo/contactInformation</id>
	<datapath>name</datapath>
	<module>CONTACT_INFORMATION</module>
	<functioncall>
		<functions>
			<function>
			</function>		
		</functions>
	</functioncall>
	
	<datasources>
		<datasource>
			<key>form</key>
			<classname>com.crm.web.generator.datasource.DTODatasource</classname>
		</datasource>
	</datasources>
	<mainmenu>
	</mainmenu>
	<main>
		<components>
			<component>
				<id>cmpHomeType</id>
				<name>key_home_type</name>
				<elements>
					<textbox>
						<id>txtHomeType</id>
						<label>key_home_type</label>
						<datapath>ciuserfield2</datapath>
					</textbox>
				</elements>
			</component>
		</components>
	</main>
	<details>
		<tabs>
		</tabs>
	</details>
</page>
 

 <?xml version="1.0" encoding="UTF-8"?><page xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dataEntryLayout.xsd">
	<mainmenu>
		<components>
			<component><id>cmpHome</id></component>
			<component><id>cmpNew</id></component>
			<component><id>cmpEdit</id></component>
			<component><id>cmpDelete</id></component>
			<component><id>cmpSave</id></component>
			<component><id>cmpSaveInModal</id></component>
			<component><id>cmpCancel</id></component>
			<component><id>cmpActions</id></component>
		</components>
	</mainmenu>
	<main>
		<view>
			<type>list</type>
			<screenareas>
				<screenarea>
					<leftscreenarea>
						<sections>
							<section><id>secMainInformation</id></section>
							...
						</sections>
					</leftscreenarea>
				</screenarea>
			</screenareas>
		</view>
		<sections>
			<section>
				<id>secMainInformation</id>
				<name>key_main_information</name>
				<disable>false</disable>
				<left>
					<components>
						...
						<component><id>cmpHomeType</id></component>
					</components>
				</left>
				...
			</section>
			...
		</sections>
	</main>
	<details>
		<tabs>
			...
		</tabs>
	</details>
</page>

Templates Properties File

The templates properties file (templates.properties) is used for defining the default data entry layout file, generally or per unitcommunity, when more than one layout files exist per data entry definition page, and must be created under ..under <custom_project>/web/WebContent/pages/dataEntry in you custom project's directory. 

To define the default layout of a data entry page, you have to add the following line to templates.properties file: <definition_page_file_path>~mp~defaultpath>~organisation~default=<directory_name>/<layout_filename>.xml

To define the default layout of a data entry page for a specific unitcommunity, you have to add the following line to templates.properties file:  <definition_page_file_path>~channeltypes~<unit~community~<community_id>=<directory_name>/<layout_filename>.xml

...

If no default layout page is specified for a specific unitcommunity, the default layout page will be used by the system. If no default layout page is specified either, the release layout page will be used.

contactinfo/contactInformation~mp~defaultcontactInformation~organisation~default=contactinfo/contactInformationCustomlayout.xml
contactinfo/contactInformation~channeltypes~37AABC37AAF75489FC89EEA94C59024DcontactInformation~community~37AABC37AAF75489FC89EEA94C59024D=contactinfo/contactInformationCustom2layout.xml

...