Client Search

Step 1 - Create a Simple New Client Page

1. Click on Presentation and then Pages.
2. Click New Page 
3. From Categories, select General and from Templates select Blank; name the page New Client; click Save.
4. On save you will be redirected to the detail page of the New Client page, from here launch the Page Builder by clicking on Page Builder 
5. In the Sections tab in the Page Builder, make sure pnMain is selected
   
   1. Find Layout in Properties and delete fit and leave it blank.
   2. You will now add elements to to pnMain
      
      1. Add a panel called pnGeneralInfo, title General Information; set its height to 180, its padding to 20 and its border to false
         
         1. To pnGeneralInfo add a panel called pnTopColumns and set its layout to column, its border to false, and its height to 60
            
            1. Add two FormPanels to pnTopColumns, one called pnRight1 and one called pnLeft1, and set their ColumnWidths each to .5, and their borders to false
            2. Distribute 4 TextFields among the 2 column panels: First Name, Last Name, Email, and Mobile Phone
         2. To the bottom of pnClientDetails also add a TextArea called txtMailingAddress, FieldLabel Mailing Address, width 640
      2. Create a similar panel for Department Information for the following final result:
      3. 
6. Find the Data Source tab
   
   1. Click the Add button and Add a Unified Store
   2. 
   3. Set its ID to storeClients and click Create
   4. 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 Create checkbox
      4. In the Create tab, match all the TextFields to attributes of the Client business object in the Controls Column
      5. 
      6. Click on Properties and add clientCreated(); to the Success textarea.
      7. 
      8. Click Save
      9. Click Save in the Configuration window
7. Make sure pnMain is selected and click on TopBar in the Properties panel
   
   1. Add a button called Save with Icon Accept; click Apply
   2. In the Listeners tab, select Click and from Fn select PageManager.ruleAction_execute_storeClients_Create

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

    <script language="javascript">
       function clientCreated() {
           parent.newClientPage.close();
       }
   </script>