CRM Dashboard, staff selection  Topic is solved

Discussions relating to Jiwa 7 plugin development, and the Jiwa 7 API.

CRM Dashboard, staff selection

Postby DannyC » Tue Jul 15, 2025 11:44 am

In absence of a solution to https://jiwa.atlassian.net/browse/DEV-6452 I am attempting this myself as I have a client who requires it.

I've encountered a problem at the first hurdle...adding a combo control to the CRM form. Never mind actually making it do some logic :lol:

I'd like it to show just to the right of the "CRM Dashboard for XXXXX" label. I'm basing it off a copy of the CRM Dashboard plugin.
Problem is, the combo is not displaying. I suspect I am not adding to the right panel? I have tried UltraPanel1, UltraPanel2 and UltraPanel12 which seem to be the only ones on the CRM Dashboard.

These edits are taking place in the region "Standard Plugin Code" but maybe it needs to go in the CRM class somewhere?

Code: Select all
Public Sub Setup(ByVal JiwaForm As JiwaApplication.IJiwaForm, ByVal Plugin As JiwaApplication.Plugin.Plugin) Implements JiwaApplication.IJiwaFormPlugin.Setup
   Dim CRMDashboardForm As  JiwaDashboardUI.CRM  = DirectCast(JiwaForm, JiwaDashboardUI.CRM)
   Dim staffSelection As Infragistics.Win.UltraWinEditors.UltraComboEditor
   CRMDashboardForm.UltraPanel12.Controls.Add(staffSelection)
   staffSelection.DropDownStyle = Infragistics.Win.DropDownStyle.DropDownList
    staffSelection.Location = New System.Drawing.Point(400,3)
    staffSelection.Name = "StaffUltraCombo"
    staffSelection.Size = New System.Drawing.Size(150, 21)
   staffSelection.Text = "Select Staff"
End Sub


Version 7.2.1.
Coding in VB because that's what the CRM Dashboard plugin is in.
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Re: CRM Dashboard, staff selection  Topic is solved

Postby Mike.Sheen » Tue Jul 15, 2025 4:05 pm

UltraPanel12 is the right control, but for panels you want to add to the ClientArea.Controls, not the Controls - so try:

Code: Select all
CRMDashboardForm.UltraPanel12.ClientArea.Controls.Add(staffSelection)
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Jiwa Financials

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Re: CRM Dashboard, staff selection

Postby DannyC » Tue Jul 15, 2025 5:43 pm

but for panels you want to add to the ClientArea.Controls


Got it.
Took a couple of hours of fiddling wondering why it wouldn't display.
I tried chucking the code in the CRM class, under the Form_Shown() code block. Bingo.

Thanks again Mike.
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