Custom entities losing the context

Hello,

I need some help on some customization because I don't find a solution for my issues.

The customization:

I have created a new custom entity "Activities" with the advanced customisation wizard. Then I add another new entity "Role" in order to make the link between companies and persons with this activity.

Using 2 custom entities is often necessary to manage the many-to-many relationships between Company/person and a custom entity.

My "role" entity has been created by using the same ASP pages as in the Projectrole in jeff's post:

https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a-secondary-entity-for-a-new-custom-primary-entity.aspx#pi4178=2

The issues:

All pages that I have created under the company and the person are working as expected: list page of role, new role or edit role pages.

-> The problem occurs only under the "Activity" entity: When I use the same pages as Jeff's pages, I lose the context in my top content.

Example:

I open a company card "Test Company", I have created a tab showing the different roles within different activities.

When I click on the activity name , it opens the activity summary screen. Then I can open the tab "list of roles".

This asp page is a copy of the page "ProjectRolesList.asp" ( of courses with names adapted)

First Issue:If I click to create a new link, it opens the "ProjectRolesAdd.asp". The top content is wrong ( it takes the previous test company):

Second issue:If a edit an existing role of the list( between test activity and company test 3), I also get the context of the previous company ( company test). This is totally wrong!

I suppose I am not the only one working with configuration of 2 custom entities.

What should I change in jeff's page in order to have the good context.

Other question: how do I redirect to the activity after deleted of the role?

Another option could be to edit the link in a popup screen but I don't know how to do it.

Could somebody help me on this?

Thanks,

Jerome

  • 0

    I am seeing a similar issue with custom entities and context when using the Communication page. I have logged it as a bug with the support team and they are investigating.

    I was going to try and develop a workaround by modifying the URL of the page and changing the key values in an attempt to change the context. Perhaps you can try that.

    - Matt -

  • 0

    Matt & Jerome

    I have recently had a conversation with a colleague about context. I think in the generated URLs within Sage CRM you need to make sure that they contain the variables

    &ErgTheme=0

    &T=[Entity] e.g Person

    &Capt=[Tabname] e.g Summary