dynamic applet for offline client crm on demand
Post on 31-May-2015
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Fellow Consulting AG Ludwigstr. 21/Theresienstr. 6-8 80333 München
Tel: +49 (0) 89 288 90 571 Fax: +49 (0) 89 288 90 45 Web: www.fellow-consulting.de
CRM Gadget 2 Go - Dynamic Applet
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet
2
• Dynamic Applet are working on List Applet and Detail Applets • For each Filter a own Applet can define
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on List
Double click on a filter
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on List
• Click on column Layout • Change the Layout by drag & drop
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on List
• Test the dynamic Applet by change the filter
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on Detail Applet
• Choose menu Custom Layout • Name can be change in this window
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on Detail Applet
• Define the filter • Choose the Account
where the filter should trigger
• Layout Id is the internal name for the filter
• Each filter can get a icon to visual the applet
• Title Bar Color – Define a color on the detail applet
• Display Name – Show a display Name on the applet
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on Detail Applet
• A Condition has a Field to trigger on a value
• Operator can be equal or different
• The field Value is the value where the field triggers on
• Press on Add to save the filter
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on Detail Applet
• Reopen the filter by edit or double click
• Press on Field Layout
Copyright 2010 Fellow Consulting AG. Confidential, all rights reserved. Platinum Partner Where People work together
Dynamic Applet on Detail Applet
• Start to design your dynamic applet in the Layout Manager by drag and drop the fields
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