Lead Summary Screen vertical limitation of space

Oh powerful brains of the Sage CRM community...please lend me your brain. :-)

I am having an issue with the Lead Summary Screen (system screen) as I add some custom panels/blocks to it. When adding panels/blocks to a system screen, is there a vertical limitation on how much can be added?

I am using an example off the community to assist me in adding additional blocks to the Lead Summary Screen. This is the article..https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2016/11/02/adding-a-new-panel-to-a-summary-screen-e-g-company-summary.aspx

The client has requested six additional blocks be added to the screen with various data in each (I know...wow). I have been able to add five of the six blocks. However, once I add the sixth block in all the custom blocks disappear from the screen. Since this happens on the last block and I am not doing anything different with the code for that block than I did for the first five blocks, I feel perhaps a limitation has been hit.

Some of this block data may end up moving over to a tab rather than the summary screen to resolve the space issue. However, I wanted to confirm that the vertical space limitation is my issue.

Any assistance regarding this would be greatly appreciated. Is there somewhere in the documentation that I would be able to find at what point this limitation gets hit?

Thank you!

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    Michele

    The blocks are probably disappearing because the HTML that is being inserted is not correctly enclosed. Have another very good look at the Create script you have used especially in the lines where the '

  • 0

    Thanks Jeff!

    I looked at my Create Script and it looks good to me (however, that doesn't really mean anything..lol). They were originally all there and then they all disappeared later as fields and data were added.

    I originally added all the blocks without any fields in them so that my teammate could work on populating the blocks based on the clients requested fields. Originally all the blocks were appearing on the screen (with nothing in them). As she added in the fields, she would pop back over and look at the screen and everything was looking good until she got to a certain point and she lost them all. In order for her to work with the blocks, I added them individually until I hit a point where I lost them all. That was on the 6th block. Therefore, I left the 6th block off so she could at least see the other five and work with them.

    If my create script was off on the last block, would it have shown up on the screen before there were fields populated in it? My teammate also let me know that when she populated data in one of the blocks (through a workflow step). She again lost all the blocks after she hit save and went back to the summary screen. (I will check the system action in the URL to see what it said when she returned to the lead summary screen..that could be the issue as to why she lost them after editing one.)

    Based on what I am seeing, it does seem like there is some kind of limit being hit. If my script is correct, is there anything else you can think of that might be causing the loss of the panels? We will probably end up moving some of this data to tabs. However, I would like to understand why this is happening for future projects and in case the client is not agreeable to having the data on a tab.

    Any assistance you can provide would be greatly appreciated!! Thank you! Thank you!

    PS. Here is the part of my code related to the

    var strBlockHTML = DevelopmentEstimatingBlk.Execute(myRecord);

    var strBlockHTML1 = DevelopmentBlk.Execute(myRecord);

    var strBlockHTML2 = EstimatingBlk.Execute(myRecord);

    var strBlockHTML3 = ProjectManagementBlk.Execute(myRecord);

    var strBlockHTML4 = FieldOperationsBlk.Execute(myRecord);

    var strBlockHTML5 = AccountingBlk.Execute(myRecord);

    Caption = "

    Caption += "var strPanelHTML ='";

    Caption += strBlockHTML;

    Caption += strBlockHTML1;

    Caption += strBlockHTML2;

    Caption += strBlockHTML3;

    Caption += strBlockHTML4;

    Caption += strBlockHTML5;

    Caption += "';";

    Caption += "<" + "/script>"

    Also, this is my "if statement" at the beginning of my create script regarding the system actions (for leads)...

    if (Values("Act") == 192 || Values("Act") == 520 || Values("Act") == 193 && Values("Mode") ==3)

    Again, thank you for any assistance you can provide!

  • 0

    Hi Michelle,

    It is possible that the string returned by Execute() has a single quote (') in it, this will break the client side javascript as your string variable uses ' to start/end the string. I would suggest replacing instances of "'" with "\'" in each execute result in order to escape the character.