{"id":6666,"date":"2014-01-24T14:38:13","date_gmt":"2014-01-24T14:38:13","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=6666"},"modified":"2014-01-24T14:38:13","modified_gmt":"2014-01-24T14:38:13","slug":"codeless-customizations-to-add-list-blocks","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/01\/24\/codeless-customizations-to-add-list-blocks\/","title":{"rendered":"Codeless customizations to add List Blocks"},"content":{"rendered":"

Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining how we can display list of records of a linked entity against main entity.
\nWebinar Invite:<\/strong><\/em><\/span>\u00a0\u00a0Why integrate Sage 100 ERP and Sage CRM through GUMU<\/a>
\n<\/a>
\nWhenever a service engineer visits his customer for any maintenance or repairing activity, he may replace some parts and we want to track this in CRM. We simply create an entity against case and add tab to display parts under Case entity. Here is how you can implement this using Blocks.
\nAssuming you have an entity created in your system.
\n1. Go to Administration | Customization | Entity (e.g.Parts)<\/b>
\n2. Click on List<\/b> tab
\n3. Create a List and add fields you want to display on list
\n4. Save the List
\n5. Go to Blocks<\/b> Tab in same context
\n6. Click on New<\/b>
\n7. And Enter values as shown in following screenshot<\/p>\n

\"Image<\/a><\/p>\n

8. Clicking Save<\/b> will save the block with entered details.
\nNow, we are ready to display this block on screen. As we are displaying this list against case entity, so
\n1. Go to Administration | Customization | Cases<\/b>
\n2. Click on Tabs<\/b> tab
\n3. Add details for tab as shown in following screenshot<\/p>\n

\"Image<\/a><\/p>\n

4. Click on Add<\/b>. This will add New Tab for Parts
\n5. Click on Save<\/b>.
\nNow select any case from your recent list and go to summary page, there you will find a tab named Parts. Clicking it will display list which we created.
\nYou will see that list is empty, saying no records found. How to add records? Hold on folks\u2026In following threads we will come up with more codeless customizations to design New, Summary screens.
\n\u00a0Also Read:<\/strong><\/em><\/span>
\n1) Basic changes to Smartphone layouts of SageCRM<\/a>
\n2) SageCRM Record Id generation old and new methods<\/a>
\n3) Configure Sage 50 (US) user to access data outside the application<\/a>
\n4) Listing multi-select field data in a vertical format<\/a>
\n5) How to migrate Goldmine Companies into Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. Here in this blog I will be explaining\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,219,332,351,1],"tags":[617,1532],"class_list":["post-6666","post","type-post","status-publish","format-standard","hentry","category-configuration","category-list","category-sage-crm","category-screen-sage-crm","category-uncategorized","tag-block","tag-list"],"yoast_head":"\nCodeless customizations to add List Blocks - 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\/2014\/01\/24\/codeless-customizations-to-add-list-blocks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Codeless customizations to add List Blocks - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Customizations in Sage CRM might involve easier to much more complex tasks. There are some ways with which we can reduce customization efforts and time too. Sage CRM provides standard ways using which we can create and display lists, screens etc. without writing single line of code. 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