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Apply new layout to existing opportunities

New Member
Posts: 15
Country: Canada

Apply new layout to existing opportunities

Hi there,

The database I'm working in currently uses the same layout across all opportunities.  They would like me to create and apply different layouts based on the opportunity to their already existing opportunities.  Is there a way for me append a new layout to multiple existing opportunities at the same time?  I'm trying to avoid changing each opportunities layout manually as there are many.  Any assistance is appreciated.

Thanks!

Heather

Copper Super Contributor
Posts: 478
Country: Australia

Re: Apply new layout to existing opportunities

That would be interesting for me to, as i could have a different layout for different opportunity types, if possible but i am guessing its not as how would it tell which template to use.

The only possible way would be via code and it changes the layout as you open it,

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Apply new layout to existing opportunities

The layout isn't part of the opportunity, it's a form for displaying the information in the database. If you open an old opportunity with the new layout active, the old data will display in the new form.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Apply new layout to existing opportunities

Yes but i think they are wanting to have several layouts and the layout to change based on type of opportunity

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
New Member
Posts: 15
Country: Canada

Re: Apply new layout to existing opportunities

Correct Jason.  I need to apply a different layout based on the opportunity.  Going forward, the user will need to choose the correct layout based on the opportunity type they are creating.  However, I need to figure out how to apply the new layouts to existing opportunities without having to go into each one and change the layout.  Do you know if Act! offers this functionality?

Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Apply new layout to existing opportunities

The layouts aren't attached to the opportunities. It's the same as a new opportunity, choose the layout you want to use. To have it automatically switch the layout there would have to be a field that specified the layout to use and coding to make the switch when the data was displayed. The only addon that might be able to do that is the Durkin Impact Suite. Otherwise it would require custom programming.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Apply new layout to existing opportunities

Interesting, so it is possible via custom code to alter the layout?

I had assumed it would not be something that could be changed by code

My "Product" field has been changed to have set product titles relevant to my industry i could use that to write some code

For example

on load of opportunity if "product" = "IDPS - Super" change layout to X

Very interesting thanks Roy, now the only question is can i muddle my way through the code Smiley Happy

Heather12 send me a PM with contact details may be able to help with this as i would like something similar

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Apply new layout to existing opportunities

If you have a product field added to the opportunity table that might work but if you are using the ACT! products they are located in a separate table and I don't see how that could be used. If you don't have it alreasy you need to get a copy of the ACT! SDK (Software Development Kit).

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Apply new layout to existing opportunities

Thanks Roy, i already have it, i dabble in my own code basically muddle my way through it Smiley Happy

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Bronze Super Contributor
Posts: 1,566
Country: United_Kingdom

Re: Apply new layout to existing opportunities

Doesn't one of our add-on partners have something that will enable you to choose a layout automatically depending on a field value?

 

Can't remember who it is though.


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org