Creating a dialog

If you need to import translation files, ensure to import the files 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 is used 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 will apply.
  4. Click Save.
  5. Default group is created once a new dialog is created. To add a new group, select Dialog Layout tab and click New group under Groups section.
    1. Click Edit group to change the group name.
    2. To add a translation for each language, select the newly-created group and click Translate group. You must add the additional language before you select this option. See Adding a language.

      Changes upon adding a new group must be saved first before you can add a translation for each language.

    3. To remove a group, select the group and click Delete group. Click Yes to confirm the action.
      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 right group is selected when adding fields, controls, and sections.
  6. You can further divide your group into sections by creating another section in a group:
    1. Select group and expand Misc. controls in the Database column section under Groups table.
    2. Select a section control and click the right arrow to add the section to the Dialog layout section.
  7. To modify properties of a section, click on the section from the Dialog Layout section and click Control properties.
    1. To change the header text of the section, click section and select Control properties. Set the header and click Close.
    2. To add translations, click section and select Translate section. Click Save.
      You must add the additional language before selecting this option. Changes upon adding a new section must be saved first before you can add a translation

      See Adding a language.

    3. To set the number of columns, select section and click Control properties.Set the number of columns and click Close.
    4. To make the section collapsible, select section and click Control properties. Select Collapsible and click Close.
    5. When you insert a filter list control, the filter list control fits in one column. So, if 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, select section and click Control properties. Select Fill container and click Close.
    6. To remove a section, select section and click Remove control.
  8. To add a field to the dialog, select a field from the Database columns section and click the right arrow. You need to expand the main table or sub tables first to expose the fields.
    1. To arrange the fields in the dialog and select a field to move then, click the up and down arrows at the right of the Dialog layout section.
    2. To set a field as read-only, select the field and click Control properties. Select Read only and click Close.
    3. To set a field as required, select the field and click Control properties. Select Mandatory and click Close.
    4. To remove a field, select field and click Remove control.
  9. You can add controls to your dialog design. All controls are available under Misc. controls. To add a control, select control and click the right arrow to add it to the Dialog Layout section.
  10. To save the changes, click the Dialog tab. Click Yes to confirm the action.
    Note: To display the Create M3 customer button in M3 CLM Web, select Display Option to M3 Customer check box on Dialog with Account as Main table and ensure that the user role is similar with the mapped role of the dialog.