x Want to participate? Join the group to interact
  • State Verified Answer
  • Replies 4 replies
  • Subscribers 75 subscribers
  • Views 1016 views
  • Users 0 members are here
Browse Forums
Announcements
106
topics
32
replies
General Discussion
6k
topics
18k
replies
Norman Zaczyk

Necessary steps when creating a new table to connect it with existing tables

SOLVED
Posted By

Hey there!

I only started working with Sage (we use version 2019 R2) a month ago so please bear with me if the answer is too obvious.

Is there a comprehensive tutorial on what needs to be done when creating a new table so that it works in conjunction with the existing tables? I haven't found any on the "Sage Customer Support and Training" YouTube channel and the one found here is not extensive enough for my limited knowledge on this subject. 

I have created the new table, added fields I deemed necessary, created a view, created a list referencing that view and created a screen again referencing the view.

Problem is: The list does not show up as a system action if I want do add it as a tab in the opportunity tab group. Do I first have to connect the new table to the opportunity table? This probably will have to be done in the database itself and not in Sage right?

Kind regards

Norman

Parents
  • 0

    Norman

    Does your company have a Sage partner?  They should be able to step you through the creation on a new entity.  But making extensions to the system needs to be considered carefully and planned for appropriately.  

    Do you have a development and test environment in place?  You should never play with the live system.

    Vega has mentioned the Advanced Customization Wizard that will create the screens (and potentially the ASP pages) that automate so of the process for you.  But you need to think about the API that you will use.  Will it be ASP pages or would your prefer to use the .NET API?

    Have you established how you are going to change the datamodel?  Do you only need to add a single 'primary' entity or do you need to add secondary entities?

    Have a look at the eLearning resources - the developer ones are arranged in a 'hierarchy' of learning https://community.sagecrm.com/e-learning/default.aspx

Reply
  • 0

    Norman

    Does your company have a Sage partner?  They should be able to step you through the creation on a new entity.  But making extensions to the system needs to be considered carefully and planned for appropriately.  

    Do you have a development and test environment in place?  You should never play with the live system.

    Vega has mentioned the Advanced Customization Wizard that will create the screens (and potentially the ASP pages) that automate so of the process for you.  But you need to think about the API that you will use.  Will it be ASP pages or would your prefer to use the .NET API?

    Have you established how you are going to change the datamodel?  Do you only need to add a single 'primary' entity or do you need to add secondary entities?

    Have a look at the eLearning resources - the developer ones are arranged in a 'hierarchy' of learning https://community.sagecrm.com/e-learning/default.aspx

Children

*Community Hub is the new name for Sage City