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 Creating 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. Select Dialog layout.
  5. Click New under the Groups section. A dialog design needs to have at least one group.
    1. Specify a name for the group.
    2. If you need to change the group name, click Open Group.
    3. To add translation for each language, click Translate Group.
      You must add the additional language before selecting this option.

      See Adding a language.

      To remove a group, click Remove Group.

    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.

    For Account dialog, you can set to display or hide the Create M3 customer button in M3 CLM Web by selecting or unselecting the Display Option to M3 Customer. By default, this option is enabled.

  6. You can further divide your group into sections by creating 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 on 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 selecting 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. When you insert a filter list control, the filter list control will fit in one column. So, if you define two columns, a filter list column will fit 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 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 to the Dialog layout section. You need to expand the main table or sub tables first to expose the fields.
    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 read-only, right-click the field and select Properties > Read only.
    3. To set a field as required, right-click the field and select Properties > Mandatory.
    4. To remove a field, right-click the field 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. Click Save.
    Note: To display the Create M3 customer button in M3 CLM Web, select Display Option to M3 Customer check box and ensure that the user role is similar with the mapped role of the dialog.