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How to add customized tab and grid to an existing screen.

  • October 10, 2022
  • 5 replies
  • 1033 views

Hi. Can anyone assist me on how to add customized tab and grid to an existing screen that will hold a data base on a current reference number and document type. Thank you.

Best answer by Naveen Boga

Hi, @elcaz  Here is an example to add a new custom tab in the existing screen. 

Attached customization package for reference. let me know if you have any queries.

 

 

5 replies

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  • Captain II
  • October 10, 2022

What screen are you wanting to customize and tell us about the DAC that you want to pull the data from.


Naveen Boga
Captain II
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  • Captain II
  • Answer
  • October 10, 2022

Hi, @elcaz  Here is an example to add a new custom tab in the existing screen. 

Attached customization package for reference. let me know if you have any queries.

 

 


craig2
Pro I
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  • Pro I
  • October 10, 2022

Thanks Naveen, I’ve been working on something similar.  Any ideas on how you would create a grid in a tab like that?  I was hoping to create a list of Approved Vendors somewhere on the Customers screen.


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  • Captain II
  • October 10, 2022

You first need to create, in your CustomerMaint graph extension, a data view that your grid will pull the approved vendors data from.

Once you’ve created that data view and published the customization project, you can then use the screen editor to add a grid to the new tab control. The DataSource of your grid will be the data view you created. Then you’ll be able to add columns to the grid from the data view.


craig2
Pro I
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  • Pro I
  • October 10, 2022

Very cool @ddunn , thanks. Looking forward to diving down the rabbit hole when I should be working on something else 😁