This blog article outlines how to change the result and add additional fields to the drop down- menu in order to create user defined result fields.
Requirements: SmartBar 2013/2015/2016, an XML editor is recommended
Please note: There is no designer for the result fields. This is why the changes must be applied manually using an XML-file. For the creation of the XML-file, we recommend to use an XML editor.
The XML consist of the main node dropdown, which supports the following two attributes:
On the next level below, the fields node is inserted. It’s just a container without further options. Under this level, there is an f node per result field.
The following attributes are supported:
For every f a header-node can be subordinated. It serves as container in order to define the column heading.
For each CRM-language, an h tag can be added. Please define the language code using the id attribute. The content of this tag will display the according header.
The following example dropdown has an automatic width.
The result values of the fields are defined in the below manner:
subject (Header: Subject), with the width of 150 pixel and the field createdon (Header: Erstellt am, or Created on) with the width of 100 pixel.
<dropdown width="*"> <fields>
<f name="subject" width="150"> <headers>
<h id="1033">Subject</h> </headers>
<f name="createdon" width="100"> <headers>
<h id="1031">Erstellt am</h> <h id="1033">Created on</h>
There are a few possibilities to sort the results:
If a date field is defined at the first position, the entries will be sorted ascending.
Furthermore, you may define an order-field. Once defined, it will be used for the sorting.
Name is the logical name of the CRM-field. With desc and the value true, the entries can also be sorted descending.
<dropdown width="*"> <orders>
<o name="createdon" desc="true"></o> </orders>
How do I add an XML to a button?
Please open the SmartBar config, select a random button and click on the [Edit]-button. Next, paste the previously defined XML into the Dropdown XML–field, then click on the [Update]-button and save the config.
Get your result
Next, please reload the SmartBar. The result should be pretty close to the below example.
That's it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.