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Step 1 – Create Client List

The Client List will display a list of all the client records.

  1. Click on Presentation and then Pages.
  2. Click New Page
  3. From Categories, select General and from Templates select Blank; name the page Client Search; click Save.
  4. On save you will be redirected to the detail page of the Client Search page, from here launch the Page Builder by clicking on Page Builder
  5. In Data Sources click the Add button and add a Unified Store
  7. Set its ID to storeClients and click Create
  8. Make sure storeClients is selected and in the Properties panel at the right of the screen, click on Settings
    1. Set Data Source Type to Business Objects
    2. Set Data Source to Client
    3. Check the List checkbox
  9. Click Save
  10. Make sure pnMain is selected and in Properties set its layout to border
  11. Into the pnMain design surface drag a Grid and call is grdClients, set its title to Clients
    1. Set its region to center
    2. Click on Settings
      1. Set Data Source to storeClients[List]
      2. Add the following columns to the grid: First Name, Last Name, Email, Mobile Phone, and Mailing Address
      3. Click on any of the columns to adjust their attributes, for example change the width of the columns to 200
      5. Click on the General tab and check the Use Paging checkbox; from Selection Model select Row Selection
      6. Click Apply
      7. Click Save
  12. In the Data Sources tab, click Add and add a Page Action; call it newClientPage
    1. Right click on newClientPage and click on Properties
    2. Set Data Source to New Client
    3. In General Settings, check the Open Window in popup checkbox
    4. Set Window Width to 800
    5. Into CallBback Action Text add grdClients.getStore().reload(); 
    7. Click Save
  13. Make sure grdClients it selected and click on TopBar in the Properties panel
    1. Add a button called New Client with icon Add
    2. Set its Listener to Click and its Fn to PageManager.pageAction_execute_newClientPage, click Apply
    3. Add a button called Export with icon PageWhiteExcel
    4. Set its Listener to Click and its Fn to PageManager.grid_export_grdClients
    5. Click Save
  14. Click on Save Page at the top left of the screen, and click Ok to the Page Was Saved notification 
  15. Now go back to the New Client Page Builder
    1. Make sure storeClients is selected and in the Properties panel at the right of the screen, click on Settings
    2. Click on the Create tab 
      1.  In Properties and add clientCreated(); to the Success textarea.
      3. Click Save
      4. Click Save in the Configuration window

  16. Click on the Source tab and add the following JavaScript to the Head tag

     

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    <script language="javascript">
        function clientCreated() {
            parent.newClientPage.close();
        }
    </script>
  17. Click on Apply Source Code
  18. Click on Save Page at the top left of the screen, and click Ok to the Page Was Saved notification 

Step 2 – Create Client Search

The Client Search will quickly allow for searches among records

  1. Drag an Exc Search Form into pnMain
    1. Call it searchClients and set its Region to East and click Save in the Properties panel
    2. Click on Settings in the Properties panel
    3. Set Data Source to storeClients[List]
    4. Select First Name, Last Name, Email, and Mobile Phone as search criteria
    6. Click Save
    7. Click on TopBar in the Properties panel
    8. Add a button called Search with icon Magnifier
      1. Set Listeners to Click
      2. Set Fn to PageManager.searchForm_search_searchClients
      3. Click Apply
    9. Add a button called Clear with icon Erase
      1. Set Listeners to Click
      2. Set Fn to PageManager.searchForm_clear_searchClients
      3. Click Apply
    10. Click Save
  2. Click on Save Page at the top left of the screen, and click Ok to the Page Was Saved notification 

Step 3 – Security Role, Application, Deploy


  1. From the Navigation Menu, click on Security and underneath it click on Roles.
    1. Add a Role named ClientWorker. Click Save.
  2. Go to Applications and make a new User Application called “Client Management”. Upon Save you’ll get redirected to the Application Builder.
    1. Right click on the house icon and click Add Page. 
    2. Call it “Client Search”, set it’s icon to User.
    3. The Target page will be Client Quick Add.
    4. Check the Start Page checkbox.
    5. Click Save.
  3. Click on the Application Permissions tab and then the Edit button. Set the ClientWorker to Allow and click Save.
  4. From the Navigation Menu, click on Deployment Management and underneath it click on Deploy.
    1. Select the Environment.
    2. Click Preview
    3. Click Execute SQL. Wait till you get the green checkbox indicating everything was successful.
    4. Click Confirm.
  5. On the top left where it says Application Studio, switch to System Setup.
  6. From the Navigation Menu, click on User Management and underneath it click on Users.
  7. Find yourself in that list and click on the blue link.
  8. Go to the User Roles tab.
    1. Click Edit and move the ClientWorker for your solution to the right and click Save.
  9. Logout and Log In.
  10. Select the Client Management application.
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