Looking for some advice on the best practice for adding panels/blocks to the Case summary screen (this would also apply to some other summary screens). The requirement is that the panels appear after the second panel (Details) and before the third panel (Status). The fields in the new panels need to be editable. I think my options are to modify the existing Case summary screen using javascript api, or add a new asp page to override the summary screen. I tried the former...
I started down the path of this solution whereby a panel is added after the first panel. The location of the insert point after the first panel is found by searching the html for the first <TD> with class=ROWGap. https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/05/22/adding-a-new-panel-to-a-summary-screen-e-g-company-summary.aspx#pi10287=3
I ran into a few issues with this solution:
- I need to find the insertion point after the second panel on the summary screen (second instance of the ROWGap cell)
- The fields remain in 'read' mode when clicking 'Change' button. All other fields in other panels are in edit mode. (I removed the check for edit mode in the code)
Is is better to solve this with a custom asp page? Do the workflow or other page controls/features cause concern with the asp approach?
Thanks for the help,
Paul