With the Alternate Profiles feature, users can quickly and conveniently access additional profile data on the Individual Profile. This article will describe steps on how to create an Alternate Profiles menu in iWeb application.
Important: Make sure the EnableNewUI system option is set to All.
To create Alternate Profiles in Current UI:
1. Go to the Individual profile (CRM module > Individuals group item > Find, List, or Query Individuals) and click the System Tools menu at the top-right corner. This will expand the System Tools menu.
Similarly, you can use the Organization profile (CRM module > Organizations group item > Find, List, or Query Organizations) if you wish to add Alternate Profiles for the Organization profile page.
2. On the System Tools menu, click the Edit in Form Designer link.
This will display the Edit Form Designer page.
You need to add Alternate Profiles menu after the Reports profile menu which is the last menu on the profile menu bar.
3. On the Edit Form Designer, create Alternate Profile menu under the NAVSTRIP section. Just link the Home menu in the below screenshot.
4. Go to the PAGE LAYOUT section.
5. Select and drag the Nav Group widget to the Form Designer area and place it below the Reports profile menu as shown in the below screenshot.
6. Now click the Edit button on the New Nav Group to update the name of the menu.
This will display the Form Element Edit form.
7. On the Form Element Edit form, go to the Html tab.
8. On the Label Text field, delete the existing name and enter ‘Alternate Profiles’ text.
9. Click the Save Changes button. The profile menu name gets updated to ‘Alternate Profiles’.
10. Now click the Edit button on the New Nav section to update the details of the menu items.
This will display the Form Element Edit form.
11. On the Form Element Edit form, go to the Html tab.
12. On the Label Text field, delete the existing name and enter the desired name for the profile.
13. Click the Save Changes button. The menu item name gets updated.
The Nav Group widget comes with one Nav widget, you can add more to the Alternate Profiles menu as needed by selecting and dragging the Nav widget available under the PAGE LAYOUT section to the Form Designer area under the Alternate Profiles menu.
Once you add the menu item to the Alternate Profiles menu, now you need to add elements that you want to display under the menu item.
14. Click on the menu item, this will display an empty element (blue rectangle area) under the menu item.
The first element that must be added to the menu item is the Section widget. The Section widget helps to organize the design.
15. Select and drag the Section widget from the PAGE LAYOUT section and drop it under the empty element.
The next task is to add Column element under the Section widget.
On the PAGE LAYOUT section, there are five Column widgets based on the column width division ratio.
- Column: Full Width
- Columns: 25/75
- Columns: 50/50
- Columns: 75/25
- Columns: 33/33/33
16. Select and drag the Column element from the PAGE LAYOUT as per your requirements.
You can add Column element(s) under the other Column element as needed. Also, you can add Column element(s) below the other Column element to further divide the menu item area.
Now that you arranged the Column widgets in the Section widget, you can add elements that you wish to display on the menu item. The widget elements are available under the PAGE LAYOUT and DATA sections.
Drag and drop an element under the Column widget and update each widget elements as required. For more information on editing a Widget and updating the tabs on the Form Element Edit form, refer to the WidgetEditor article.
Example of adding Link Button element to the Column Widget
1. Select and drag the LinkButton element on the DATA section and dropping the LinkButton element to the Column widget.
2. Once the LinkButton element resides under the Column widget, click the Edit button on the LinkButton element to update the details.
3. This will display the Form Element Edit form for the LinkButton element, enter the button name and the URL link in the Link Text field and the URL field under the Html tab.
4. Once you update the required fields on the Form Element Edit form, click the Save Changes button.
Similarly, you can add other LinkButton elements as needed and update the Form Element Edit form for each of the elements.
Example of adding Paragraph element to the Column Widget
1. Select and drag the Paragraph element from the DATA section and dropping the Paragraph element to the Column widget.
2. Once the Paragraph element resides under the Column widget, click the Edit button on the Paragraph element to update the details.
3. This will display the Form Element Edit form for the Paragraph element, enter the SQL query code in the Override SQL field under the Query tab for which you wish to display data on the Alternate Profile.
4. Once you update the required fields on the Form Element Edit form, click the Save Changes button.
Similarly, you can add other Paragraph and Input elements or as needed and update the Form Element Edit form for each of the elements.
Example of adding Childform elment to the Column Widget
1. Select and drag the Childform element on the DATA section and dropping the Childform element to the Column widget as needed.
2. Once the Childform element resides under the Column widget, click the Edit button on the Childform element to update the details.
3. This will display Form Element Edit form for the Childform element, enter the child form key and the child form name in the Childform Key field and the Label text field under the Html tab.
4. Once you update the required fields on the Form Element Edit form, click the Save Changes button.
Similarly, you can add other Childform elements as needed and update the Form Element Edit form for each of the Childform elements.
5. Once you add all the widget elements and update the Form Element Edit form for each of the widget elements, click the Done button above the PAGE LAYOUT section.
The added Alternate Profiles menu will be displayed on the profile menu bar.
6. Click the Alternate Profiles menu and then click the menu item link that you created for the Alternate Profiles menu.
This will display the newly created profile on the Individual profile. To go back to the default view of the Profile, click the Home profile menu.
For more information on editing a widget and updating the tabs on the Form Element Edit form, refer to the WidgetEditor article.
FAQs
Q. 1 Can we create a custom widget with the required data?
Creating custom widget (from Form Designer itself) is not supported in the baseline application currently.
Q. 2 How do we apply CSS?
You can apply CSS using the Widget editor. Under the Html tab of the widget, there is a CSS field to apply CSS. Refer to the WidgetEditor article for more details. Refer FAQ no. 4 for detailed steps.
Q. 3 How do we associate SQL data with widgets?
To add or update SQL data for a widget, open the Widget editor, under the Query tab, add or update the SQL query under the Override SQL field. Refer to the WidgetEditor article for more details.
Q. 4 How to get rid of some controls on widgets that are not necessary like pivot chart, refresh button, and up and down arrow?
This is possible with below steps (An example of hiding the refresh button from a child form):
- Add below code in profile.js
- Add the CSS class to the desired widget/widgets via form designer as seen below.
- Refresh button will be hidden now from the above child form where this CSS was applied.
Q. 5 Can we pull data from different objects and place it in one widget?
You can fetch the data from multiple tables using SQL query and use this query in the Query section of the Childform widget in the form designer. So, it will be like one widget, one SQL query.
Q. 6 Can we use single query, fetch all the data at once, and populate the selective data in different widgets?
No, as of now, with the current NetForum framework, you will need to give a SQL query to each widget in its Query section or configure it accordingly with facade fields.
Q. 7 Can all child forms be cloned/copied from the home profile to an alternative profile without having to manually add each one?
Bulk copying a group of child forms to include in an alternate profile is not currently supported by the system. This needs to be done manually.
Q. 8 Can custom form extensions be put into a widget section?
Extensions are defined in the designer and then need to be linked to a widget. That widget can be linked to a widget in a section, outside of a form. Here are two examples of extensions being used in baseline this way that may be helpful.
Example-1. Grant Applicant Profile: Extension calculates grant remaining amount to display on profile.
- An input widget exists for displaying the remaining balance.
- Extension is created and linked to an input widget for displaying the remaining balance.
- The extension defines code to run when the widget is being initialized that will run the calculation and update the facade field gap_remaining_award_amount.
Example-2. Award Stage Profile: Extension runs when a button is clicked.
- A link button exists on the award stage profile.
- An extension was created that is linked to that button.
- The extension defines an onclick method that will be run when the button is clicked.