It is possible to add a ‘Summary’ screen and a ‘List’ screen to the same page using a dll (.net API) or asp page (COM API), N.B. the .net API is just a wrapper for the COM API if you can do it in ASP you should be able to do it in a .net dll.

A starting place would be look Jeff’s Quick Look example:

community.sagecrm.com/.../the-new-net-api.aspx

All the dev help can be found at https://help.sagecrm.com/

You’ll need to add the tables (primary or secondary) into the system – the entity wizard will help you add the primary entity(ies) in but I would create secondary entities manually.

You could start from the low level Web class and build something to include the screen and the list e.g.

using System;

using System.Collections.Generic;

using System.Text;

using Sage.CRM.Blocks;

using Sage.CRM.Controls;

using Sage.CRM.Data;

using Sage.CRM.HTML;

using Sage.CRM.Utils;

using Sage.CRM.WebObject;

namespace Project

{

public class ProjectSummary : Web

{

public override void BuildContents()

{

GetTabs();

// Get Project Record

Int32 i32ProjectId = Convert.ToInt32(GetContextInfo("Project", "proj_projectid")); // Keys.GetKey("Project");

Record recProject = FindRecord("Project", "Proj_ProjectId = " + i32ProjectId.ToString());

// Summary Block

EntryGroup egProjSummary = new EntryGroup("ProjectSummaryScreen");

egProjSummary.Title = Metadata.GetTranslation("Screens", "ProjectSummaryScreen");

egProjSummary.Mode = Sage.Mode.View;

egProjSummary.Fill(recProject);

// List Block

List lstProjectItems = new List("ProjectItemsList");

lstProjectItems.Title = Metadata.GetTranslation("Screens", "ProjectItemsList");

lstProjectItems.SelectSql = "select * from vProjectItems where PrIt_Deleted is null and PrIt_ProjectId = " + i32ProjectId.ToString();

// Build Screen

AddContent(egProjSummary);

AddContent(lstProjectItems);

}

}

}

This will get you started but you’ll need to control all the buttons.

Other things that will be useful:

- Client side API community.sagecrm.com/.../the-client-side-api-in-sage-crm-7-2-amp-sage-crm-7-3-a-round-up-of-articles.aspx

- ASP pages community.sagecrm.com/.../a-round-up-of-articles-about-creating-asp-pages-the-essential-guide-to-extending-the-interface-using-the-com-asp-api.aspx

- Library / Documents community.sagecrm.com/.../a-round-up-of-articles-about-coding-for-the-library-and-documents.aspx