Creating a dialog

If you must import translation files, ensure to import before you create or copy a dialog.

See Importing a language pack.

You can also modify and existing dialog by copying a dialog.

See the section on how to copy a dialog in Copying a dialog.

  1. Select System configuration > Dialog design.
  2. Click New.
  3. Specify this information in the Dialog properties section:
    Main table
    Select the table that you will use for this dialog.
    Name
    Specify the name of the dialog.
    Description
    Provide a description for the dialog.
    Form Factor
    Select the form factor where this dialog applies.
  4. Select Dialog layout.
  5. Click New under the Groups section.
    A dialog design needs to have at least one group.
    • Specify a name for the group.
    • If you must change the group name, click Edit Group.
    • To add translation for each language, click Translate Group. Additional language must have been added before you select this option. See Adding a language.
    • To remove a group, click Delete group.
    • Below the Groups table, you can expand the Main or sub tables from the tree view. To add fields from sub table:
      1. Click ... beside the Sub tables folder.
      2. Select the table from the list.
      3. Click Close.
      4. Select which field to add and click the right arrow button.
      5. When done adding the fields, click Close.

    When you add controls, fields, and sections, these are added to the currently selected group. If you have multiple groups for a dialog design, ensure that the correct group is selected when adding fields, controls, and sections.

    Note: The Quick Entry check box is enabled for Account Info dialog only. If you select the Quick Entry check box for a group, the selected group is displayed when adding a new account. You can also add Contact and Activity fields in the group by adding these fields as a sub table.
  6. You can further divide your group into sections. To create another section in a group:
    1. Expand Misc. Controls in the Database columns section.
    2. Drag a section control into the Dialog layout section.
  7. To modify properties of a section, right-click the section and select Properties.
    1. To change the header text of the section, right-click and select Properties > Set header text.
    2. To add translations, right-click and select Properties > Translations. You must add the additional language before you select this option.
      See Adding a language.
    3. To set the number of columns, right-click and select Properties > Set number of columns.
      For M3 CLM Web user interface, you must set the number of columns.
    4. To make the section collapsible, right-click and select Properties > Collapsible.
    5. The filter list control fits in one column when inserted. When you define two columns, a filter list column fits in a single column. To make the filter list control fit the entire dialog and bypassing the number of columns set for the dialog, right-click the dialog and select Properties > Fill container.
    6. To remove a section, right-click and select Remove.
  8. To add a field to the dialog, drag a field from the Database columns section. Initially, you must expand the main table or the sub tables to expose the fields to the Dialog layout section.
    1. To arrange the fields in the dialog, click the up and down arrows at the right of the Dialog layout section.
    2. To set a field as disabled or read-only, right-click and select Properties > Read only.
    3. To set a field as required, right-click and select Properties > Mandatory.
    4. To remove a field, right-click and select Remove.
  9. You can add controls to your dialog design. All controls are available under Misc. Controls. To add a control, drag the control name to the Dialog layout section.
  10. When done adding fields, click Save.