{"id":11671,"date":"2015-12-31T06:05:11","date_gmt":"2015-12-31T06:05:11","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11671"},"modified":"2022-07-20T10:15:39","modified_gmt":"2022-07-20T10:15:39","slug":"gumu-customizer-creating-custom-panel-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/31\/gumu-customizer-creating-custom-panel-screen\/","title":{"rendered":"GUMU Customizer \u2013 Creating Custom Panel screen"},"content":{"rendered":"

In our previous blog, \u00a0we gone through Creating grid in Sage CRM using GUMU customizer<\/a>. Today we will walk you through the steps to create a detail page to display Sage X3 data in Sage CRM panel screen using GUMU customizer.
\nNew Stuff:<\/strong>\u00a0<\/span>GUMU™ for Sage CRM \u2013 Sage ERP X3<\/a>
\nFor creating detail page, steps are almost same like creating Grid – Inquiry screen <\/a>\u00a0as discussed in previous blog. Below are the steps for creating Panel using GUMU customizer.
\n1. Let\u2019s take an example of creating custom panel screen which display order details of particular order.
\n2. Navigate to GUMU Customizer page in Sage CRM by going to, Administration -> Sage ERP X3 administration -> GUMU Customizer.
\n3. On the Customizer screen, click on NEW<\/strong> button and navigate to the inquiry Header entry Page as shown below.
\n\"Blog\"<\/a>
\n4. \u00a0 \u00a0Enter Name and description for creating panel and select the Type<\/strong> as Object. For example if you want to view the order detail then fill the details as shown below
\n\"blog1\"
\n<\/a>5. Click on the save<\/strong> button to open the inquiry detail screen. Check the checkbox for the fields in the select<\/strong> column which user wants to display on panel screen.
\n6. Click on the save<\/strong> button to save the records. This will create custom panel screen.
\nPlease note that above detail page will only be visible if user calls it using hyperlink<\/strong> provided on the Grid created using GUMU customizer.
\nNow to view this detail page, create an Order Inquiry\/GRID Page using GUMU customizer and link this detail page on its grid. While creating above Grid<\/strong> page, select order details option in the hyperlink section as given in below screenshot. Enter the Key Value \u00a0for calling this screen and save the records. Here the Key Value is nothing but the unique value on the basis of this order detail screen will be called.\"blog2\"<\/a><\/p>\n

\"Blog\"
\n<\/a>Please get in touch with us for any more detail on GUMU customizer<\/b> feature from GUMU Sage CRM \u2013 Sage X3 integration at Sage@greytrix.com<\/a><\/u> .
\nAlso Read<\/strong> <\/span>:
\n1. Sage ERP X3 integration with Sage CRM \u2013 Troubleshooting Tips<\/a>
\n2. GUMU for Sage CRM- Sage ERP X3 \u2013 Sage ERP X3 Side Configuration<\/a>
\n3. Promote Sage CRM Orders to Sage ERP X3 with GUMU Integration<\/a>
\n4. Synchronization Setting in GUMU for Sage CRM \u2013 Sage ERP X3<\/a>
\n5. Link Customer functionality in GUMU for Sage CRM \u2013 Sage ER<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog, \u00a0we gone through Creating grid in Sage CRM using GUMU customizer. Today we will walk you through the steps to create a detail page to display Sage X3 data in Sage CRM panel screen using GUMU customizer. New Stuff:\u00a0GUMU™ for Sage CRM \u2013 Sage ERP X3 For creating detail page, steps\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,192],"tags":[1238,1248,1279,1435,2168,2619],"class_list":["post-11671","post","type-post","status-publish","format-standard","hentry","category-configuration","category-integration-sage-crm","tag-gumu","tag-gumu-customizer","tag-gumu-x3","tag-integration","tag-sage-x3","tag-x3-features"],"yoast_head":"\nGUMU Customizer \u2013 Creating Custom Panel screen - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/12\/31\/gumu-customizer-creating-custom-panel-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU Customizer \u2013 Creating Custom Panel screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, \u00a0we gone through Creating grid in Sage CRM using GUMU customizer. 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