ClientSpace has the ability to allow Template level customization, with multiple workspace templates, each with unique dataforms and configuration. This document describes how to enable multiple templates within ClientSpace so that when using the Generate Quote link from the organization, you can choose a template when generating the new workspace.
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| title | ClientSpace Classic |
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Step-by-step guide
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The presence and behavior of the Generate Quote link in Classic is dependent on a number of factors, including security entities, template workspace configuration, and the number of available templates.
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First, the user must be in a role which contains view rights to specific template security entities. These entities are formatted as template_templatename_member. An example of this is template_clienttemplate_member.
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| title | ClientSpace NEXT |
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Step-by-step guide
Create Prospect links in ClientSpace
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are configured much like other links in the system.
Go to System Admin
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> Advanced >
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Custom Links.
The Configure
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Links list is displayed.
Click Add and use the following configuration:
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- Location - select tblOrganization
- Group - select Action
- Display Action - select Custom Function
- Custom Function (next) - insert organization.generateQuote
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- Custom Function Data (next) - This is a comma-separated list of Names: Values, surrounded by curly braces and comma delimited. Should contain at least TemplateGUID** and TemplateType.
- Pinned Open (next) - When selected, Pinned Open displays the Link by default on the Right Nav without having to open the More menu.
- Link Display Conditions - Use this area to add triggers for link display.
**TemplateGUID can be found by drilling into the workspace settings on the template workspace for which you are creating the link.
- Go to System Admin
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- > Workspace Templates.
- Open the template in question.
- In the Action Center icon list, click
Settings
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| Warning | ||
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| After a workspace has been created, the Generate Quote link will change to a Go to Workspace link unless special metadata has been configured on the Client Master Status (ContractStatus) and the Organization Status (CRMOrganizationStatus) Lookup values. When you select the Enable Additional Workspace Creation checkbox on both these lookup metadata forms, it will enable the Create Prospect link even after a Workspace has been created for the Organization. |
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