How to add tabs to Self-Service Portal?

Hello,

How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content)

Any suggestion are welcome. Thanks.

  • 0

    Michal

    Are you thinking about the demo self service site?

    That's not a full built portal neither is it a template for one.

    Self Service is really only an API, and so you are completely free to design your own interface. You can mix and match the ASP based API with ASPX, with client tools like jQuery to build the interface as you need it.

  • 0

    Hi Jeff,

    I can see that the entire portal derives from the core Sage API by looking at the statement below

    eWare = Server.CreateObject("eWare.eWareSelfService");

    This object/variable is then referenced all over the place but I would like to see the list of APIs/methods provided by this object/variable called (eWare). Is there a documentation or a way I could access and see the core APIs offered by the object?

    I tried to load the eWare.dll file from WWWRoot folder to an empty class library project in Visual Studio but the project just crashes.

    As a workaround to get my tabs, i can just use the FindRecord method and iterate through my tabs.

    Now, i am trying to edit an existing record (using the demo self-service site). - the problem with this is that it seems like the only way to do this is to simply declare a variable allocate a record to it and manually reference all fields on the screen by using Request.Form("myField1"); and then save the variable which contains the record.

    Is there a method that would allow me to reference all fields for my record automatically?

    (by that i mean get values from all fields and assigned them all to my record object)

    EX: EntryGroupEntityX.Fill(myRecordObject);

    Thanks

  • 0

    Michal

    The Self Service object is actually a secondary registration of the eware.dll. This exposes the object as

    eWare.eWareSelfService rather than eWare.[installname] (installname here would be what ever you called CRM as you installed it.)

    API is documented.

    help.sagecrm.com/.../Default_CSH.htm

    If you want to explore the object directly in Visual Studio then you can use the Object browser to explore its methods and properties.

    You can include in the custom component set the eware.dll found at

    C:\Program Files (x86)\Sage\CRM\[installname]\WWWRoot

    If you then open the dll within the Object Browser you can look down to the Self Service object. BUT remember it is the documented methods and properties that are the supported ones.

    Please see

    https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/04/sage-crm-7-2-a-round-up-of-articles-about-self-service.aspx