DriveWorks Pro 16: How To: Add a Dialog Project Form to a View [send feedback...]

How To: Add a Dialog Project Form to a View

A Dialog Project Form is a small DriveWorks Project that is shown through a Specification Host Control on a form. The Specification Host Control is shown as a dialog on the form.

These dialogs can be used to manipulate data within the CPQ template or to simply view something. What they do and are used for is up to you.

This Help File topic will take you through the process of adding one to your View.

Adding a Dialog Project Form to a View

Step 1. Create your Dialog Project

The easiest way to create a new dialog Project is to take a copy of an existing one.

  1. In DriveWorks Data Management, open the DriveWorks CPQ template Group.
  2. Navigate to Projects in the task explorer on the left-hand side.
  3. Select the Project called ListAddEditDelete.
  4. Press Copy Project in the command bar and create a new copy of this Project.
  5. Give the Project a new name and add it to a folder of your choice.
  6. Close DriveWorks Data Management.

Step 2. Add your Dialog Project to CPQ

The new Dialog Project needs to be added to CPQ so that it can be referenced in the CPQ solution.

  1. In DriveWorks Administrator, open the DriveWorks CPQ Group.
  2. Navigate to Group Tables in the task explorer on the left.
  3. Open the DriveWorks Group Table called ProjectsList.
  4. At the end of the table add your new Project.

    For example:

    IDProjectNameMenuButtonsProducts
    34MyProjectNameTRUEFALSE
  5. Press OK on the table to save your changes.

Adding it to this table allows the Project to be selected in drop-downs inside the CPQ solution.

Step 3. Add your Dialog Project Form to a View

Your Dialog Project now needs to be added to a View as a button. When this button is pressed, your dialog form will appear.

  1. In the CPQ solution, go to Dashboard > Admin Panel > View Buttons.
  2. Select the View you want to add the Dialog Form to.
  3. With the View selected, click +Add on the menu bar.
  4. Fill out the form to add your Project to the button.

    For example:

    PropertyValue
    NameMyButton
    Button Width100
    DriveWorks Specification Macro to RunNewSpecDialog
    DriveWorks Form to Show(Leave blank)
    View NameCustomers
    DriveWorks Project to Run(The name of your Dialog Project)
    Menu BarTRUE
    Button Permanent(Optional)
  5. Add a Team to your buttons permissions.
  6. Press Add Button once you have filled out the information.

Step 4. Test your Dialog Form

It is important to test your dialog form works.

  1. In the CPQ solution, go to your View.
  2. Select your new button in the menu bar.
  3. Does your Dialog Form appear?

Additional Dialog Options

In the standard ListView Project there are several Specification Macros that can view a Dialog Project Form. Each one will open the Dialog in a different mode.

These are:

NewSpecDialog

This Macro sets a constant in the ListView Project to be "Adding". This Macro should be used when you want to add data to a View or if you just want to View a Dialog Form.

EditSpecDialog

This Macro sets a constant in the ListView Project to be "Editing". This Macro should be used when editing data in a View. For example, editing a customer in the Customers View.

This Macro shows the same Form as NewSpecDialog but it will be populated with the selected items values.

DeleteSpecDialog

This Macro sets a constant in the ListView Project to be "Deleting". This Macro should be used when deleting data in a View.

When this Macro is used, the Delete form is displayed in the Dialog Project. This will only occur if you are using a Dialog Template Project.

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