Durkin Toolkit VISUAL VERSION
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README.TXT
DUrkin Toolkit for ACT
Copyright (c) 2010 Durkin Computing
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BUILD 3.0.4.10 (3/25/2010)
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ADDED: 5 custom table and layout templates to the installer.
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ADDED: UPDATE SETTING is now automatically. You do not need
to click on the "UPDATE SETTING" button but it is still
included in the ABOUT form interface
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ADDED: In the Runtime versio users can now select which custom
tables are visible under the CUSTOM TABLES tab
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ADDED: In the ALL VERSION users can now designer MATH FUNTIONS
Math functions are also included in the FREE Visual version.
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ADDED: Three new columns to select from the Contacts Table
"CONTACT Contacts - All"
"CONTACT Contacts - No Users"
"CONTACT Contacts - User Only"
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FIXED: When editing a column not in the custom tables
using the right-click menu "EDIT COLUMN" the
caption and link type fields were not populating
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FIXED: When importing a custom table is was always imported
in UPPER CASE. It now imports in Proper Case
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FIXED: When importing setting from a custom table that already
existed in the current database some fields were not
updated/imported
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ADDED: The ability change a tab control based on the value in
a combobox.
1) On the combobox control
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CHANGED: Email
When you select the email option from the DOCUMENTS form
the toolkit now adds all the users to the cc List.
The main email will the the first user in the list
or the selected contact
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ADDED: The ability to display the "Original Time" field
on the edit activty window. This field is stamped
by the system the first tiem the activity is saved.
Moving the activity to another date will not update
this field.
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ADDED: Support for Export to Excel Privileges
The system now check if he current user has Privileges
to export to excel. If not then a dialog box is displayed
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FIXED: Default Field Values
Default field values were not working for COMPANY and
GROUP when the SubEntity is only attached to a
COMPANY or GROUP and not attached to CONTACTS.
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FIXED: Nullable Date Control
The nullable date conrol was not refreshing correctly
when moving back and forth between records when
the field was blank.
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BUILD 3.0.3.3 (11/20/2009)
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ADDED: WELCOME WIZARD
Added a new "Welcome Wizard" to help install your first custom table.
This wizard automatically opens on start-up if there are no
custom tables in the database.
If you have custom tables you can access this wizard by:
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "Custom Table" tab
3. Click on the "Setup Wizard" button on the lower left.
The wizard now supports all setting not just custom
tables.
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FIXED: Data-entry
When opening the DESIGNER from the data-entry form
the data-Entry would ask "Are you sure you want to cancel?"
The data-Entry form now saves when opening the designer.
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FIXED: Combobox- multiSelect
Fixed a bug that was causing an error when using
the tab key to move to the next control when
the combo box was open
- Open dropdown
- arrow down
- Hit TAB
- Hit Tab ( error was raised )
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CHANGED: Changed
The "ACT Views" tab under the ABOUT window is now
visible in the Runtime version
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CHANGED:
Opening the ABOUT window is now quicker.
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BUILD 3.0.3.2 (11/01/2009)
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Update for Windows 7
The toolkit is now Windows 7 Complient.
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EXAMPLE: Plugin code
' Pull a value from another control on the data-entry form
Dim val As Date
Dim ctr As Control
ctr = Durkin.Common.Classes.ACTAPPFunctions.FindControl("Date1", SubEntityForm)
If Not (ctr Is Nothing) Then
val = DirectCast(ctr, Durkin.Common.Classes.CustomControls.CalendarComboDurkin).DateValue
Messagebox.show(val.tostring)
End If
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ADDED: DESIGNER
Added a new button to open maps.google.com
MapIt/DriveIt button allows the users to create driving directions
from the current custom record with one click on a button.
Check out the "Deliveries" custom table example for more info.
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ADDED: DESIGNER
Added a control to select the Parent record from a dropdown.
This dropdown can be placed on the child data-entry form.
When the dropdown is opened it will display a selected field
from the parent table.
When selected the current record will become the child
of the selected paretn record.
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ADDED: Windows 7 compliant
Update for Windows 7
The toolkit is now Windows 7 Compliant.
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ADDED: Security
Added additional security for other controls like Checkboxes.
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ADDED: SETUP WIZARD
This 2 step wizard comes forward on launch of ACT when
there are no custom tables installed in the current database.
This wizard allows the users to select a new custom tables
from the installed templates located in
"C:\Users\UserName\Documents\Durkin Computing\Durkin.Templates\..."
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ADDED: DESIGNER
Added a control to select the Parent record from a dropdown.
This dropdown can be placed on the child data-entry form.
When the dropdown is opened it will display a selected field
from the parent table.
When selected the current record will become the child
of the selected paretn record.
This is very useful whwn you want to create a quick child
record like 'Service Call' that can be quickly added
to a parent table such as 'Projects'
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ADDED:
When user is Restricted or Browse Only the Toolkit
now displays a dialog that they do not have permissions
to perform Add, Edit and Delete functions.
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ADDED:
When adding a new custom table row from the
"Contact Detail" window and the current contact is
attached to a company, the company is also attached by default.
AttachCompanyOnNew
"NONE" No company is attached
"ALL" Attahces all companies the contact is attached to
"CURRENT" Attaches only the primary company the contact is attached to
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ADDED:
When printing documents from mlutiple rows in the
list view the Document name now auto increments for Example"
Invoice-1
Invoice-2
Invoice-3...
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FIXED: MahFunction in 2010
Fixed a bug that was causing Math Function not to
fire in ACT 2010 when using character fields
instead of numerics.
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FIXED: ButtonBarSaveLayout
"The process cannot access the file..." was being raised
when the users "My Documents" folder was redirected
using Small Biz Server 2003 or 2007.
This has been fixed.
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ADDED:
The ability to merge a word template into an email.
Follow these steps to create a new eamil:
1 On the list view select [DOCUMENTS] icon from the toolbar
2. Select your desired word template
3 Change these dropdowns:
Before: CONVERT TO EMAIL
After: OPEN EMAIL
4. Click on the [CREATE] button to create the email.
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FIXED: Attaching Groups and or Companies
When right-clicking and selecting "Attach Groups"
or "Attach Companies" when the user clicked on the keyboard
an error was thrown. This has been fixed.
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ADDED: Attaching Groups and or Companies
When right-clicking and selecting "Attach Groups"
or "Attach Companies" the list now has a 'filter row'
at the top of the list. By placing your cursor into
this row you can filter based on the text entered.
Without placing the cursor in this row typing on the keyboard
will scroll down the list to find the first match.
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FIXED: Child Table Lists
Child table lists were not sorting corrrectly when
the "Use ACT OL/DB reader..." option was OFF
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ADDED: FOR DEVELOPERS ONLY
The toolkit now raises external public events that encompass
Toolkit and ACT native events.
Example: Event CustomViewChanged
This event is raised when either a The Durkin Toolkit
custom table view or an ACT! native view is changed.
Please contact Durkin Computing for an example project.
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FIXED: ACT 2010 ONLY
The toolkit was not going to the Contact Detial view on startup
because the default view in 2010 is the "Home" view
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FIXED:
IF the "Use ACT OLE/DB reader..." option was off when
selecting columns sometimes the columns were not being displayed.
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ADDED: DESIGNER control "LabelData"
Added the a new control type: LabelData
1. Open the designer to edit the data-entry form
2. Select the CONTROLS tab
2. Select LabelData from the list and drag it onto your form
3. In the "Properties" panel ACTFIeld to your desired field.
This control allows you to create a simple label control
is bound to a field in the custom table.
This label is only for display and can not be editied or altered
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ADDED: DESIGNER control "DateTime" SHOWAGE options
Added an options to show the age of the date.
1. Open the designer to edit the data-entry form
2. Select the DATETIM control
3. On the properties panel set ShowAge = TRUE
4. On the properties panel set ShowAgeFormat = AGE:Y
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ADDED: LISTVIEW
Added a ability to show the AGE of any date field;
1. Right-click on the column header and select "Edit COlumn"
2. In the FORMATTING section click on the DataType: dropdown
3. Select the desired AGE format such as Y:M:D
4. Click OK
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ADDED: LISTVIEW DUPLCICATE COLUMN
Added a ability to duplicate any column.
Very usefull when you want to view a field in two formats like AGE
DateOfBirth Age
10/01/1979 30 y
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ADDED: TOOLTIPS on the Data-Entry form
Added an options to show tooltips on any control
places on the data-entry form
1. Open the designer to edit the data-entry form
2. Select the desrired control
3. On the properties panel set tooltip
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ADDED: DESIGNER "Textbox - MultiLine."
Added the a new control type: Textbox - MultiLine.
1. Open the designer to edit the data-entry form
2. Select the CONTROLS tab
3. Select LabelData from the list and drag it onto your form
4. In the "Properties" panel ACTFIeld to your desired field.
This control allows you have a multi-lined text box that
is bound to a character field in ACT!
Until this control you could only user RichTextFormatted (RTF)
memo fields in ACT! if you desired multiple lines.
This control supports carraige returns.
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ADDED: DESIGNER
Added the ability make the Memo field transparent backgrounds
1. Open the designer to edit the data-entry form
2. Select a memo field
3. In the "Properties" panel changed Backcolor to TransParent
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ADDED: Toolbar
Added the ability to turn of the "Big Easy" buttons in ACT 2010
1. Go to TOOLS menu and select DURKIN TOOLKIT
2. Click on the TOOLBAR tab
3. Remove the checkmark from ON/OFF "Big Easy" toolbar
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CHANGED: TABLENAME
Due to a bug in the ACT! SDK users can not use the keywords in the table
names. If they do then remote syncing will break.
"Notes"
"History"
"Activity"
"Opportunity"
The Durkin Toolkit will not allow the users to create a table
with any one of those keywords.
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BUILD 3.0.2.4 (10/01/2009)
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Added import wizard to import data into custom tables.
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ADDED:
Import / Export Settings buttons.
Exporting custom table settings allows you to move all the fields, data-entry forms,
support files and settings required to import this custom table into a different ACT! database.
These are the support files found in the ACT! Supplimental folder
..\YOURDBNAME-database files\Durkin\Toolkit\TABLENAME.*.*
NOTE - Setting a password allows you to protect your intellectual property
if you plan to resell your custom table designs.
To use:
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "Custom Tables" tab
3. Click on the [Import Settings] or [Export Settings] buttons at the bottom of the window.
C:\Users\jim durkin\Documents\Durkin Computing\Durkin.Templates\CustomView Templates\ActivityProject.ZIP
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BUILD 3.0.2.2 (09/15/2009)
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ADDED: DOC ENGINE
Added a ability to change the TRUE and FALSE values printed on a word document.
by creating a preference in the Config.xml file.
You can manually change to other values such as:
YES:NO
ON:OFF
0:X
0:1
The left of the ":" full-colon is the True portin and the right if the False value
To change follow these steps:
1. Go to START-> MY DOCUMENTS and open "\Durkin Computing\Durkin.Common.DocEngine"
2. Open the file "Config.xml" using notepad.exe
3. Scroll down until you find this section.
Make your change to PreferenceValue line as shown below
FieldDataType.YesNo
TRUE:FALSE
4. Save and clos the files
5. Restart ACT!
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FIXED:
On a remote database the dropdown list on the data-entry form
was not populating.
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FIXED:
On some databases the navigation icons on the left side of the screen
were not showing. Onkly the caption/text was visible.
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ADDED: DESIGNER
Added a dynamic button for developers to add thier own code that is
dynamically compiled and run when the user click on a button.
To use:
1. Drag the control named "Button [Dynamic]" onto the surface
2. Click on the elipse [..] button on the ACTCodeSnippet property
3. Enter custom code using VB.NET syntax.
3. Close the code editor window to save changes.
The default code brings forward a dialog box "Hello World!"
The custom code is dynamicall build into a DLL then invoked from ACT!
The custom code is always run in a function named "EvaluateIt"
The structure of the class is displayed here:
NOTE - If you do not included "Return " somewhere in your code one
will be added automatically to the first line.
'/////////////////////////////////////////
' VB.NET Dynamic Compiler example
' HostApplication = ACT.UI
' HostFramework = ACT.FrameWork
'
' Compiler Options = "/t:library"
' ReferencedAssemblies
' ACT.Framework.dll
' ACT.UI.dll
' Durkin.Common.Toolkit.v3.dll
' Durkin.Common.Classes.v3.dll
' Durkin.Common.Utilities.v3.dll
' Durkin.Common.DocEngine.v3.dll
'/////////////////////////////////////////
Imports System
Imports System.Xml
Imports System.Data
Imports System.Windows.Forms
Namespace dValuate
Class EvalRunTime
Public Function EvaluateIt(ByVal HostApplication As Object, ByVal HostFramework As Object) As Object
Try
<< Dynamic Code Here>>
Catch ex As Exception
Throw ex
End Try
Return Nothing
End Function
End Class
End Namespace
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ADDED:
Durkin Toolkit now supports default values from parent tables when
adding a new entry to a custom table.
When you go to the "Define Field" window the "Default Value" text box
is now a drop down list. From this list you can select
To use:
1 In ACT! go to the TOOLS menu and select DURKIN TOOLKIT
2. CLick on the "Custom Tables" tabs
3. Click on hte "Table Structure" button on your desired table
4. Highlight your desired field and click the "Edit Field" link at the top left
5. click on the [Next] button to get to the "Customize Field Behavoir"
6. Using the dropdown list select the desired feidl rom a parent table to pre-populate.
7. Click [OK]
Note - If there are multiple parents such as contacts then only
the 1st contact field is populated.
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ADDED:
Durkin Toolkit now comes in Four(4) flavours
1) Full
Interface support an unlimted number of tables and child tables
Includes a data-entry form designer
Includes a custom table designer
Includes a ACT! form designer
2) Runtime
Interface support an unlimted number of tables and child tables
No dsigners are available in this version.
3) Lite -
Interface supports only one custom table
Includes a data-entry form designer
Includes a custom table designer
No ACT! form designer
No Math functions on the contact level
4) Visual-
No Table support
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ADDED:
Users can now set a custom format string when merging documents.
These formats strings are examples. For the complete set of custom
format string please use the links below.
d Short date 10/12/2002
D Long date December 10, 2002
t Short time 10:11 PM
T Long time 10:11:29 PM
f Full date & time December 10, 2002 10:11 PM
F Full date & time (long) December 10, 2002 10:11:29 PM
g Default date & time 10/12/2002 10:11 PM
G Default date & time (long) 10/12/2002 10:11:29 PM
M Month day pattern December 10
r RFC1123 date string Tue, 10 Dec 2002 22:11:29 GMT
s Sortable date string 2002-12-10T22:11:29
u Universal sortable, local time 2002-12-10 22:13:50Z
U Universal sortable, GMT December 11, 2002 3:13:50 AM
Y Year month pattern December, 2002
TO change your format string follow these steps:
1. Close ACT!
2. Goto START->MY DOCUMENTS open the folder "Durkin COmputing" then "Durkin.Common.DocEngine" folder
3. Edit the Config.xml file using Notepad.exe
4. Locate this section in the document and change the value to your desired format
BEFORE:
FieldDataType.DateTime
{0:d}
AFTER ( Notice teh letter d is now uppercase )
FieldDataType.DateTime
{0:D}
5. Save and close the config.xml file
"Standard Numeric Format Strings"
http://msdn.microsoft.com/en-us/library/dwhawy9k(VS.71).aspx
"Custom Date and Time Format Strings"
http://msdn.microsoft.com/en-us/library/8kb3ddd4.aspx
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ADDED Designer :
Support for CUT, COPY and PASTE in the designer.
After pasting you must go to the ACTField dropdown and select the desrired field.
After pasting the new control :
- will be offset by 25 pixels in the vertical and horizontal planes.
- Most properties will be set to defaults.
- will retain the size properties ( Width and Height )
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ADDED Designer :
Support multi-select. Users can now select mutiple controls
and set their properties.
If the controls are of dissimalar types, properties not similar to all
selected will be hidden. To access all properties of any one indiviual
type please select only one control at a time.
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ADDED Designer :
The ability to HIDE the toolbar on top of Memo fields.
The property is ShowToolbar and is TRUE by default.
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ADDED:
Terminal Server and Citrix user configuration utility.
This utility allows many Durkin ACT add-ons to be installed on a Terminal
or Citrix server while allowing only limited number of users access to each.
Very usefull when youonly wnat the remote sales personell to have access to The Toolkit Runtime
while other remote administrator can access The Durkin Toolkit ( full version )
To launch the config tool go to "C:\Program Files\ACT\Act for Windows\Plugins" folder
and double-click on "Durkin.Common.ServerConfig.v3.exe"
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ADDED:
Update Sync Settings buttons.
This feature updates all remote users with any new settings from this database.
The next time the remote user syncs they will see all the changes from the
"shared preference folder" stored on the server include;
- Column Sets/Layouts (*.Layouts),
- Data Entry Layouts (*.dly),
- Color Rules (*.ColorRules.xml),
- Math Functions (*.MathFunctions.xml"),
- Templates (*.DOC, *.TPL) files.
..\YOURDBNAME-database files\Durkin\Toolkit\TABLENAME.*.*
To use:
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "Custom Tables" tab
3. Click on the [Update Sync Settings] button at the bottom of the window.
This feature creates a Zip file in the Layouts folder that is synced with remote users.
When the remote restart ACT! they will unzip the contents of this synced zip file.
C:\Users\jim durkin\Documents\ACT\ACT for Windows 12\Databases\DBNAME-database files\Layouts
*** NOTE***
At this time the ACT SDK does not support any events when the USER syncs.
For the changes to be completely delivers to the remote database the user
needs to log back into ACT after completing the sync.
'----------------------------------------------------------------------
ADDED:
Import / Export Layouts button.
To use:
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "Custom Tables" tab
3. Select the desired table from the list and click on the [Edit Fields] icon
4. Click on the [Import Layout] or [Export Layout] buttons at the bottom of the window.
The system will either ask you to save (Export) or locate (Import) the *.DLY layout file
'----------------------------------------------------------------------
ADDED:
Import / Export custom table button
To use:
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "Custom Tables" tab
3. Select the desired table from the list and click on the [Import/Export] icon
This export saves the custom table schema, layouts and all supporting files
in a password protected zip file.
You can now deliver to other users the complte custom table setuo and have it password secured.
'----------------------------------------------------------------------
ADDED
The ability to display custom tables on the Calendar.
* requires Calendar View Plus v3
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ADDED:
The ability to schedule an "Activity Series" from the task list attached
to a custom table.
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ADDED ( DESIGNER ):
Added a new tab in the Designer to create new fields on the fly.
This way the user does not need to switch between the Field Designer and
the Layout Designer.
Fields types supported are:
// Act.Framework.Database.FieldDataType.AnnualEvent
// Act.Framework.Database.FieldDataType.Character
// Act.Framework.Database.FieldDataType.Currency
// Act.Framework.Database.FieldDataType.Date
// Act.Framework.Database.FieldDataType.DateTime
// Act.Framework.Database.FieldDataType.Decimal
// Act.Framework.Database.FieldDataType.Email
// Act.Framework.Database.FieldDataType.InitialCaps
// Act.Framework.Database.FieldDataType.Lowercase
// Act.Framework.Database.FieldDataType.Memo
// Act.Framework.Database.FieldDataType.Number
// Act.Framework.Database.FieldDataType.Phone
// Act.Framework.Database.FieldDataType.Picture
// Act.Framework.Database.FieldDataType.Time
// Act.Framework.Database.FieldDataType.Uppercase
// Act.Framework.Database.FieldDataType.Url
// Act.Framework.Database.FieldDataType.YesNo
'----------------------------------------------------------------------
CHANGED:
The custom tables are now listed in A-Z order under the Custom Tables tab.
'----------------------------------------------------------------------
ADDED:
Spell Checking on all Memo fields. Requires Microsoft Word 2003 or better.
You will find the spellcheck icon on the memo toolbar in the first position.
'----------------------------------------------------------------------
CHANGED:
The memo field now accepts TAB keys rather then moving to the next control.
You can adjust the behavior by setting the AcceptsTab property in the designer.
'----------------------------------------------------------------------
FIXED:
The merge engine now supports RTF text formatting in all ACT! Memo fields.
Previously all formatting was stripped out and only ASCII text was merged.
'----------------------------------------------------------------------
FIXED:
Microsoft Word was displaying "'Error! No document variable supplied"
when the field was blank. This has been corrected by adding one blank space
to any field that is empty in ACT!
'----------------------------------------------------------------------
FIXED:
Aut-Increment control was not working when attached to Companies ( Not Contacts )
'----------------------------------------------------------------------
FIXED:
When opening the REPLACE window and selecting a field with a picklist
attached the dropdown was not showing the picklist items.
'----------------------------------------------------------------------
FIXED:
When replacing an existing field with the value of another fields the system was not
replacing all the selected rows on the list.
'----------------------------------------------------------------------
CHANGED:
When merging a document and either the field is missing in the current database or
ACT! throws an error retrieving the field text the merge engine now uses a blank string
rather then "Missing Field!" or "Error:MergeACTField"
'----------------------------------------------------------------------
FIXED:
DESIGNER: Fixed a bug in the forms designer that allows users to remove the name of the control.
When loading the form if a control did not have a name then the control was not placed on the layout correctly.
The system will force a name into any control without a name when the layout is "Save"d
'----------------------------------------------------------------------
ADDED:
Added a preference to go to a specific view on startup.
1. In ACT go to the TOOLS menu and select DURKIN TOOLKIT
2. Click on the "About" tab
3. Select your desired 'On Startup" mode such as Calendar, Task List, Company Details View.
'----------------------------------------------------------------------
ADDED:
Dynamic Math Functions for Dates and Strings.
You could also use the compiler in the SDK.
Here is an example in VB using our VB compiler.
'-----------------------------------------------
' get the value from the DYNAMIC COMPILER
'-----------------------------------------------
Dim Compiler As New Durkin.Common.Utilities.CompilerDynamicVB
Dim CodeExpression As System.string
CodeExpression = “System.Windows.Forms.MessageBox.Show(‘Hello world’)”
objResults = Compiler.CompileAndRunCode(CodeExpression)
Download the FREE vb.Net basic from microsof web site.
The dynamic engine only support VB at this time.
These examples would be entered in the Math Function Expression field in the Durkin Toolkit UI
‘EXAMPLE 1:
'----------------------------------------------------------------------
' Create the three parts to the return value
' str2 and str3 are substrings from Field4
'----------------------------------------------------------------------
Dim str1 as string = "http://www.edubase.gov.uk/search.xhtml?UKPRN="
Dim str2 as string = "[CUST_OppProjects.Opportunity Field 4]".Tostring.substring(0,3)
Dim str3 as string = "[CUST_OppProjects.Opportunity Field 4]".Tostring.substring(4,4)
Return str1+str2+"/"+str3
‘EXAMPLE 2
'----------------------------------------------------------------------
' return a date based on another field value
'----------------------------------------------------------------------
If Date.Parse("[CUST_OppProjects.Activities Next Date]") < System.DateTime.Now() Then
Return System.DateTime.Now()
Else
Return [TBL_CONTACT.IMPORT_DATE]
End If
‘EXAMPLE 3 DATE DIFFERENCE
'----------------------------------------------------------------------
' return the difference between two dates
'----------------------------------------------------------------------
RETURN DateAndTime.DateDiff(DateInterval.Day, #FIELD_A# , #FIELD_B#)
' Return hours
RETURN (DateAndTime.DateDiff(DateInterval.Minute, #FIELD_A# , #FIELD_B#))/60"
'http://msdn.microsoft.com/en-us/library/b5xbyt6f(VS.80).aspx
‘EXAMPLE “Hello World”
'----------------------------------------------------------------------
' Display a message box to the end user
'----------------------------------------------------------------------
System.Windows.Forms.MessageBox.Show(‘Hello world’)”
The target audience for this technology is a diverse collection of support personnel with a minimal exposure to programming.
If there was any exposure to programming, it would be in the form of DOS batch files, and maybe VBScript.
EXAMPLE of subtracing two decimal
DYNAMIC ON
return Convert.ToDecimal(" [CUST_PROJECTS.TEST B]") - Convert.ToDecimal("[CUST_PROJECTS.TEST A]")
DYNAMIC OFF
[CUST_PROJECTS.TEST B] - [CUST_PROJECTS.TEST A]
'----------------------------------------------------------------------
UPDATED:
The third party PDF converter from 2.2.2.1 to their latest version 3.0.4.9
http://www.sautinsoft.net/
'----------------------------------------------------------------------
CHANGED:
When creating a document from the Company and/or groups tab
the document is attached to the current company and or group
( It was attaching it to the Contact attached to the custom table)
'----------------------------------------------------------------------
ADDED:
A PrintDialog box to select options when creating a document
- Attach new Document
Before: Convert to DOC, RTF and PDF supported
After: Open Document, Email Document
- Create History option
- Auto - Expand the rows on the template
- make Unique document for each Contact, Company and/or Group
'----------------------------------------------------------------------
ADDED:
The ability to do four levels of relations in the document merge engine
-> ACT Table ( Contact, Company or Group)
-> Custom Table ( Parent Row)
-> Custom Table ( Target Row )
-> Custom Table ( Child Row(s) )
EXAMPLE:
-> "Chris Huffman" (TBL_Contact.Name)
-> "A12345678" (TBL_Equipment.Serial_Number)
-> "Valve Not Working" (TBL_ServiceCalls.Problem)
-> "SKU- 1234" (TBL_PartsSold.SKU)
-> "SKU- 1234" (TBL_PartsSold.SKU)
-> "SKU- 1234" (TBL_PartsSold.SKU)
-> "SKU- 1234" (TBL_PartsSold.SKU)
'----------------------------------------------------------------------
FIXED:
Users can not edit required fields including:
Durkin System Fields:
"PositionInList"
"ColorInList"
"Completed"
"ParentEntityID"
"ParentEntityName"
"ChildEntityID"
"ChildEntityName"
ACT System Fields
"CREATE_DATE"
"EDIT_DATE"
'----------------------------------------------------------------------
FIXED:
When turning ON/OFF the option "Use the ACT! OLE/DB Reader..."
the columns were not displaying data.
'----------------------------------------------------------------------
FIXED:
Math functions were throwing errors when one of the vales was zero
'----------------------------------------------------------------------
FIXED:
"Attach to parent" -> "Custom Table" menu item was not working.
It would open the form "Attach to Custom Table" but
nothing was visible in the lower list.
'----------------------------------------------------------------------
FIXED:
When [Select Contacts] button was clicked on the data-entry form
the "Select Contacts" window was only displaying the current lookup.
It now displays the entire contacts list
'----------------------------------------------------------------------
FIXED:
When switching between databases some preferences were not unique
to the database.
'----------------------------------------------------------------------
ADDED:
Added support for "Show Descriptions" on the dropdown lists
------------------------------------------------------------
A Parent Column is automatically added to a new Layout.
- Its based on ParentEntityName field and is a linked field by default.
When a row is attached to a parent record then the name of the
parent table will be displayed and 'hot linked'
Clicking on this link opens the parent table.
------------------------------------------------------------
The CONTACT Contact and CONTACT Company colyumns are
always defaulted to a linked colum.
These columns will display the attached ContacName and COntactCompany
will be displayed and 'hot linked'
-----------------------------------------------------------
SHARED PREFERENCE FILES
\\SharedServer\DATABASENAME-database files\DurkinDIT\
"AUTOMOBILES.AUTOMOBILES.Layout" ' Example File name
[TABLENAME].[LAYOUTNAME].Layout ' Layouts for the Automobile lists in Companies, Goups, Contacts or the '[TABLENAME] List' view
' these are the layouts the users can select and modify. Also called 'Column Sets'
' Users sees a list of these files using the [LayoutName] section of the filename.
[TABLENAME].[CHILDTABLENAME].Child ' Layout file for a Child Table when attached to a Parent.
[TABLENAME].Contacts.AttachedList ' Layout file on the 'Edit Form' for Attached Contacts
[TABLENAME].Companies.AttachedList ' Layout file on the 'Edit Form' for Attached Companies
[TABLENAME].Groups.AttachedList ' Layout file on the 'Edit Form' for Attached Groups
[TABLENAME].Users.AttachedList ' Layout file on the 'Edit Form' for Attached users
[TABLENAME].UsersContacts.AttachedList ' Layout file on the 'Edit Form' for Attached ContactsAndUsers combined
[TABLENAME].bmp ' ScreenShot of the 'Edit Form' in the designer
[TABLENAME].dly ' Layout file for the 'Edit Form'. This is the file you edit using the Designer
[TABLENAME].MathFunctions.xml ' XML file to store all Math formulas applied on the 'Edit Form'. Edited in the Designer
LOCAL PREFERENCES FILES
C:\Users\jim durkin\Documents\Durkin Computing\Durkin.UI.Toolkit\CurrentDatabase\[DATABASENAME]"
[TABLENAME].AvailUsers.xml ' Preference file to store selected users for each list view
[TABLENAME].YesNoFields.xml ' Preference file to store selected YesNo fields for each list view "Show Completed", "Show Private"
[TABLENAME].PanelLayouts.xml ' Preference file to store the location of the panels for each list view
[TABLENAME].AvailUsers.xml ' Preference file to store selected users for each list view
CustomViews.xml ' Preference file to store user preference to the custom views such as "Show Views", "Show Tabs" , "Show Menu"
NavBarLayout.xml ' Preference file to store the Left Side Navigation bar setting
TEMPLATE LOCATION
"C:\Users\jim durkin\Documents\Durkin Computing\\Durkin.Templates\CustomView Templates\EXPENSES"
### MAKE SHARED ###
Durkin.Templates\CustomView Templates\[TABLENAME]\ ' The folder were the templates are stored
------------------------------------------------------------
Math functions are now stored on the server rather then local preferences folder
-----------------------------------------------------------
[Calculate Date Field]
------------------------------------------------------------
[ADDED] [DESIGNER]
Date field have an option to show age
Date field have an option to sho Time
------------------------------------------------------------
[ADDED] [DESIGNER] [to be completed]
Attach an internal ACT! table as a sub to a custom table:
Activities, Opportunities, Notes and History
------------------------------------------------------------
[ADDED] [DESIGNER]
Added an [Open Parent] button on the navigationbar.
This allows users to open the parent 'Edit' form for which
the current record is attached
-------------------------------------------------------------
[ADDED] [DESIGNER]
[Incremental text Box]
Now supports a new option:
"Auto Increment on New"
TRUE = Automatically increments the field when a new record is creatde
FALSE = Incrments the field when the users click on the {..} button
on the right side of the text box.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
The ability to attach one or more rows to any parent custom table record.
The ability to attach one or more rows to ACT entity such as Contact, Group or COmpany.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
Added a new panel that supports user preferences. these preferences include:
Show rows for each record
SEE BELOW "Show Row for each record" option.
Show {Logical yes/no fields}
Show Private
Show Completed
This option now allows the user to quickly display only the completed or non-completed record.
Muh like the Task List view which users can "Show Cleared" option.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
"Show Row for each record" option.
The ability to display a unique row for each contact attached
to a item in a custom table.
For instance if you have 3 AutoMobiles all attached to "Jim Durkin"
then you will only ever see three rows in the Automobile list.
But if one Automobile has 2 owners ( 2 Contacts Attached ) then
[X] Show Rows For Each Contact ' ON
will return 4 rows , one row for every contact
[ ] Show Rows For Each Contact ' OFF
will return only three rows, one for each Automobile
This is very usefull when you are grouping by contacts in the lits views.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
The ability to urn
------------------------------------------------------------
[ADDED] [Data Scheme]
Added a system field named "Completed" on all custom tables.
------------------------------------------------------------
[CHANGED] [Data Scheme]
All Currency, Numeric and Decimal fields added to the list
are defaulted to SUM. The list is now also defaulted to
show totals on the bottom row.
------------------------------------------------------------
[ADDED] [Edit Form]
The 'Edit form' now supports Visual Styles such as:
- Standard 2003
- Standard 2005
- Office 2003
- Office 2007
------------------------------------------------------------
[ADDED] [DOCUMENT CREATE] ( Previous named DOCUMENT PRINT )
1. MULTI-SELECT
DOCUMENT CREATE now supports multiple documnents at one time.
Just select/highlight multiple rows from the list and
select your template from the [DOCUMENTS]->CREATE menu
2. AUTO ATTACH
Documents create now automatically attached to each contact.
3.
DOCUMENT CREATE now asks the user to "Open document after creating"
YES - Opens all documents that were created an attached to the contacts
NO - Just creates and attaches the documents.
------------------------------------------------------------
[ADDED] [Merge Engine]
Mail Merge now merges a document for each contacts attached
------------------------------------------------------------
[FIXED] [Merge Engine]
When emailing or generating documents the Current Contact
information was not being merged correctly on the template.
(It was always merging the first contact attached to the
custom table returned by the SDK)
------------------------------------------------------------
[ADDED] [Merge Engine]
Added a field formats to support ACT's internal field types
Now support these data types:
DATA TYPES EXAMPLE OUTPUT
Annual Event 2/1/2009
Character Durkin Computing
Currency $7,654,321.89
Date 2/2/2009
DateTime 2/3/2009 11:31:00 AM
Decimal 3,456,789.99
Memo Test memo text
Number 5,678
Picture {PICTURE 'Shown in Word'}
Time 4:00 AM
URL www.durkinComputing.com
Yes/No False
Which translate into the ACT field types:
FIELD TYPE EXAMPLE OUTPUT
AnnualEvent 2/1/2009
Date 2/2/2009
DateTime 2/3/2009 11:31:00 AM
Time 4:00 AM
YesNo False ( or True )
Currency $7,654,321.89
Decimal 3,456,789.99
Number 1,345,678
Character Durkin Computing
InitialCaps Durkin Computing
Lowercase Durkin Computing
Phone Durkin Computing
Uppercase Durkin Computing
Url www.durkinComputing.com
Memo Test memo text
Picture PICTURE
Email {Not supported by ACT SDK at this time}
Calculated {Not supported by ACT SDK at this time}
------------------------------------------------------------
[CHANGED : TOOLBAR ]
The 'Edit Form' now has a new toolbar.
This toolbar supports hiding some buttons. the default settings are:
ACTShowCancelButton = TRUE
ACTShowDeleteButton = TRUE
ACTShowMathButton = TRUE
ACTShowNavigationButton = TRUE
ACTShowNewButton = TRUE
ACTShowPrintButton = TRUE
ACTShowSaveButton = TRUE ' small save not [Save and Close]
Very usefull when you size the window very small.
------------------------------------------------------------
[CHANGED : TEMPLATES]
template are now stored in the same folder
"_Details" ( "_List" is not longer used )
------------------------------------------------------------
[ADDED] [DESIGNER]
FIELD LEVEL SECURITY
Field Security/Read-Only mode
You can now change the read-only status of any control on the "Edit form"
Please use the property "ACTSecurity" in the designer
At this time the ACT! SDK does not support Field Level Security but using
this option you can mark a field as Read-only then select Users and/or Teams
who have privilages to make changes to this field. ( i.e. Override read-only )
------------------------------------------------------------
[ADDED : TOOLKIT SDK EVENTS ]
Added two new SDK events when editing the custom item:
CurrentSubItemChanged - Occures when the user click next or back on the navigation bar
CurrentFieldValidating - Occurs when the field is validated
[EXISITNG EVETNS]
'CustomSubEntityNew - Occurs when a NEW item is added
'CustomSubEntityIsDirty - Occurs when any field is changed abd the item needs to be saved
CustomSubEntitySave - Occurs when the user click on SAVE after the controls are all validated
CustomSubEntityDelete - Occures when the user clicks on the DELETE button
CustomSubEntityCancel - Occurs when the user clicks on the CANCEL button
CustomSubEntityBeforeSave - Occurs before the SAVE event but after the Validated Event- Allows developers to
hook into the SAVE event and raise a CALNCEL option if conditions are not met
------------------------------------------------------------
[ADDED]
The ability to replace any field with a value.
1. Select one or more rows from the list
2. Right-Click to open the popup menu
3. Select MARK SELECTED -> REPLACE
------------------------------------------------------------
[ADDED]
The ability to quickly SHOW/HIDE rows based on any Yes/No field in
custom table. These selectors show up at the bottom of the list.
By default there are two 'system' field
------------------------------------------------------------
[ADDED]
The ability to ATTACH multiple rows in a custom table as
children to another table
1. Select one or more rows from the list
2. Right-CLick to open the popup menu
3. Select ATTACH TO PARENT -> CUSTOM TABLE
------------------------------------------------------------
[ADDED]
The ability to REMOVE rows from a parent record.
[Opposite of ATTACT ]
1. Open the Parent window
2. Select the Row from the Child grid
3. Click on the REMOVE button on the toolbar
------------------------------------------------------------
[ADDED]
The ability to attach multiple rows in a custom table to ACT
entities like Contacts, Companies, and/or Groups
1. Select one otr more rows from the list
2. Right-CLick to open the popup menu
3. Select ATTACH TO PARENT ->
CONTACTS
COMPANIES
GROUPS
------------------------------------------------------------
DESIGNER : [ADDED]
When creating a new data entry form from the controls text
are prefilled with the field names.
------------------------------------------------------------
DESIGNER : [ADDED]
[Incremental text Box]
Incremental text box noqw supported incremental generation at any time.
Previous builds only supported incremental when a new record was created.
http:www.durkincomputing.com/Help.aspx?pageid=controls_-_unique_number
------------------------------------------------------------
DESIGNER : [ADDED]
A design "DateTimePicker" control.
This control is based on the ACT Field definitions of:
Annual
Date
DateTime
Time
-------------------------------------------------------------
BUILD 3.0.0.51 (03/16/2009)
-------------------------------------------------------------
[FIXED]
The email and phone buttons were not attaching to the
contact details layout automatically.
[FIXED]
When selecting a different date from the 'Date Range' panel
and the custom table was attached to only Company or Groups
the Toolkit was throwing an error.
-------------------------------------------------------------
BUILD 3.0.0.50 (03/10/2009)
-------------------------------------------------------------
[FIXED]
When adding the demo Automobile data some times the pictures
were not being populated.
[FIXED]
The Toolkit was not displaying the Company name when attached
to viewed from a Contact and/or Group tab.
[CHANGED]
When creating a base 'column set' the system does not automatically
add the 'OpenParent' column. This was confusing users who did
not have a parent/child relation.
[CHANGED]
There now is a current column set preference for each view;
- List View
- ContactTab
- CompanyTab
- Grouptab
In previous version each view was tied to the same column set.
This was confusing users who changed the layout in the
ListView then noticed changes in the CompanyTab view.
[FIXED:SDK]
In the SDK The Toolkit was not raising the "CustomTabLoaded" event.
It was only raising the "CustomTabAfterNew" event
-------------------------------------------------------------
BUILD 3.0.0.45 (03/01/2009)
-------------------------------------------------------------
------------------------------------------------------------
[SPEED]
The toolkit now uses the ACT!'s OLD/DB reader for faster refreshes.
Turn on the ACT! OLE/DB reader switch in the ABOUT window.
It is ON by default.
------------------------------------------------------------
[CHANGED]
A Parent Column is automatically added to a new Layout.
- Its based on ParentEntityName field and is a linked field by default.
When a row is attached to a parent record then the name of the
parent table will be displayed and 'hot linked'
Clicking on this link opens the parent table.
------------------------------------------------------------
[CHANGED]
The CONTACT Contact and CONTACT Company colyumns are
always defaulted to a linked colum.
These columns will display the attached ContacName and COntactCompany
will be displayed and 'hot linked'
-----------------------------------------------------------
[CHANGED]
SHARED PREFERENCE FILES
\\SharedServer\DATABASENAME-database files\DurkinDIT\
"AUTOMOBILES.AUTOMOBILES.Layout" ' Example File name
[TABLENAME].[LAYOUTNAME].Layout ' Layouts for the Automobile lists in Companies, Goups, Contacts or the '[TABLENAME] List' view
' these are the layouts the users can select and modify. Also called 'Column Sets'
' Users sees a list of these files using the [LayoutName] section of the filename.
[TABLENAME].[CHILDTABLENAME].Child ' Layout file for a Child Table when attached to a Parent.
[TABLENAME].Contacts.AttachedList ' Layout file on the 'Edit Form' for Attached Contacts
[TABLENAME].Companies.AttachedList ' Layout file on the 'Edit Form' for Attached Companies
[TABLENAME].Groups.AttachedList ' Layout file on the 'Edit Form' for Attached Groups
[TABLENAME].Users.AttachedList ' Layout file on the 'Edit Form' for Attached users
[TABLENAME].UsersContacts.AttachedList ' Layout file on the 'Edit Form' for Attached ContactsAndUsers combined
[TABLENAME].bmp ' ScreenShot of the 'Edit Form' in the designer
[TABLENAME].dly ' Layout file for the 'Edit Form'. This is the file you edit using the Designer
[TABLENAME].MathFunctions.xml ' XML file to store all Math formulas applied on the 'Edit Form'. Edited in the Designer
LOCAL PREFERENCES FILES
C:\Users\jim durkin\Documents\Durkin Computing\Durkin.UI.Toolkit\CurrentDatabase\[DATABASENAME]"
[TABLENAME].AvailUsers.xml ' Preference file to store selected users for each list view
[TABLENAME].YesNoFields.xml ' Preference file to store selected YesNo fields for each list view "Show Completed", "Show Private"
[TABLENAME].PanelLayouts.xml ' Preference file to store the location of the panels for each list view
[TABLENAME].AvailUsers.xml ' Preference file to store selected users for each list view
CustomViews.xml ' Preference file to store user preference to the custom views such as "Show Views", "Show Tabs" , "Show Menu"
NavBarLayout.xml ' Preference file to store the Left Side Navigation bar setting
TEMPLATE LOCATION
"C:\Users\jim durkin\Documents\Durkin Computing\\Durkin.Templates\CustomView Templates\EXPENSES"
### MAKE SHARED ###
Durkin.Templates\CustomView Templates\[TABLENAME]\ ' The folder were the templates are stored
------------------------------------------------------------
[CHANGED]
Math functions are now stored on the server rather
then local preferences folder
-----------------------------------------------------------
[ADDED]
Added support for "Show Descriptions" on the dropdown lists
------------------------------------------------------------
[ADDED] [DESIGNER]
Date field have an option to show age
Date field have an option to sho Time
------------------------------------------------------------
[ADDED] [DESIGNER] [to be completed]
Attach an internal ACT! table as a sub to a custom table:
Activities, Opportunities, Notes and History
------------------------------------------------------------
[ADDED] [DESIGNER]
Added an [Open Parent] button on the navigationbar.
This allows users to open the parent 'Edit' form for which
the current record is attached
-------------------------------------------------------------
[ADDED] [DESIGNER]
[Incremental text Box]
Now supports a new option:
"Auto Increment on New"
TRUE = Automatically increments the field when a new record is creatde
FALSE = Incrments the field when the users click on the {..} button
on the right side of the text box.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
The ability to attach one or more rows to any parent custom table record.
The ability to attach one or more rows to ACT entity such as Contact, Group or COmpany.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
Added a new panel that supports user preferences. these preferences include:
Show rows for each record
SEE BELOW "Show Row for each record" option.
Show {Logical yes/no fields}
Show Private
Show Completed
This option now allows the user to quickly display only the completed or non-completed record.
Muh like the Task List view which users can "Show Cleared" option.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
"Show Row for each record" option.
The ability to display a unique row for each contact attached
to a item in a custom table.
For instance if you have 3 AutoMobiles all attached to "Jim Durkin"
then you will only ever see three rows in the Automobile list.
But if one Automobile has 2 owners ( 2 Contacts Attached ) then
[X] Show Rows For Each Contact ' ON
will return 4 rows , one row for every contact
[ ] Show Rows For Each Contact ' OFF
will return only three rows, one for each Automobile
This is very usefull when you are grouping by contacts in the lits views.
------------------------------------------------------------
[ADDED] [LIST VIEWS]
The ability to urn
------------------------------------------------------------
[ADDED] [Data Scheme]
Added a system field named "Completed" on all custom tables.
------------------------------------------------------------
[CHANGED] [Data Scheme]
All Currency, Numeric and Decimal fields added to the list
are defaulted to SUM. The list is now also defaulted to
show totals on the bottom row.
------------------------------------------------------------
[ADDED] [Edit Form]
The 'Edit form' now supports Visual Styles such as:
- Standard 2003
- Standard 2005
- Office 2003
- Office 2007
------------------------------------------------------------
[ADDED] [DOCUMENT CREATE] ( Previous named DOCUMENT PRINT )
1. MULTI-SELECT
DOCUMENT CREATE now supports multiple documnents at one time.
Just select/highlight multiple rows from the list and
select your template from the [DOCUMENTS]->CREATE menu
2. AUTO ATTACH
Documents create now automatically attached to each contact.
3.
DOCUMENT CREATE now asks the user to "Open document after creating"
YES - Opens all documents that were created an attached to the contacts
NO - Just creates and attaches the documents.
------------------------------------------------------------
[ADDED] [Merge Engine]
Mail Merge now merges a document for each contacts attached
------------------------------------------------------------
[FIXED] [Merge Engine]
When emailing or generating documents the Current Contact
information was not being merged correctly on the template.
(It was always merging the first contact attached to the
custom table returned by the SDK)
------------------------------------------------------------
[ADDED] [Merge Engine]
Added a field formats to support ACT's internal field types
Now support these data types:
DATA TYPES EXAMPLE OUTPUT
Annual Event 2/1/2009
Character Durkin Computing
Currency $7,654,321.89
Date 2/2/2009
DateTime 2/3/2009 11:31:00 AM
Decimal 3,456,789.99
Memo Test memo text
Number 5,678
Picture {PICTURE 'Shown in Word'}
Time 4:00 AM
URL www.durkinComputing.com
Yes/No False
Which translate into the ACT field types:
FIELD TYPE EXAMPLE OUTPUT
AnnualEvent 2/1/2009
Date 2/2/2009
DateTime 2/3/2009 11:31:00 AM
Time 4:00 AM
YesNo False ( or True )
Currency $7,654,321.89
Decimal 3,456,789.99
Number 1,345,678
Character Durkin Computing
InitialCaps Durkin Computing
Lowercase Durkin Computing
Phone Durkin Computing
Uppercase Durkin Computing
Url www.durkinComputing.com
Memo Test memo text
Picture PICTURE
Email {Not supported by ACT SDK at this time}
Calculated {Not supported by ACT SDK at this time}
------------------------------------------------------------
[CHANGED : TOOLBAR ]
The 'Edit Form' now has a new toolbar.
This toolbar supports hiding some buttons. the default settings are:
ACTShowCancelButton = TRUE
ACTShowDeleteButton = TRUE
ACTShowMathButton = TRUE
ACTShowNavigationButton = TRUE
ACTShowNewButton = TRUE
ACTShowPrintButton = TRUE
ACTShowSaveButton = TRUE ' small save not [Save and Close]
Very usefull when you size the window very small.
------------------------------------------------------------
[ADDED] [DESIGNER]
FIELD LEVEL SECURITY
Field Security/Read-Only mode
You can now change the read-only status of any control on the "Edit form"
Please use the property "ACTSecurity" in the designer
At this time the ACT! SDK does not support Field Level Security but using
this option you can mark a field as Read-only then select Users and/or Teams
who have privilages to make changes to this field. ( i.e. Override read-only )
------------------------------------------------------------
[ADDED : TOOLKIT SDK EVENTS ]
Added two new SDK events when editing the custom item:
CurrentSubItemChanged - Occures when the user click next or back on the navigation bar
CurrentFieldValidating - Occurs when the field is validated
[EXISITNG EVETNS]
'CustomSubEntityNew - Occurs when a NEW item is added
'CustomSubEntityIsDirty - Occurs when any field is changed abd the item needs to be saved
CustomSubEntitySave - Occurs when the user click on SAVE after the controls are all validated
CustomSubEntityDelete - Occures when the user clicks on the DELETE button
CustomSubEntityCancel - Occurs when the user clicks on the CANCEL button
CustomSubEntityBeforeSave - Occurs before the SAVE event but after the Validated Event- Allows developers to
hook into the SAVE event and raise a CALNCEL option if conditions are not met
------------------------------------------------------------
[ADDED]
The ability to replace any field with a value.
1. Select one or more rows from the list
2. Right-Click to open the popup menu
3. Select MARK SELECTED -> REPLACE
------------------------------------------------------------
[ADDED]
The ability to quickly SHOW/HIDE rows based on any Yes/No field in
custom table. These selectors show up at the bottom of the list.
By default there are two 'system' field
------------------------------------------------------------
[ADDED]
The ability to ATTACH multiple rows in a custom table as
children to another table
1. Select one or more rows from the list
2. Right-CLick to open the popup menu
3. Select ATTACH TO PARENT -> CUSTOM TABLE
------------------------------------------------------------
[ADDED]
The ability to REMOVE rows from a parent record.
[Opposite of ATTACT ]
1. Open the Parent window
2. Select the Row from the Child grid
3. Click on the REMOVE button on the toolbar
------------------------------------------------------------
[ADDED]
The ability to attach multiple rows in a custom table to ACT
entities like Contacts, Companies, and/or Groups
1. Select one otr more rows from the list
2. Right-CLick to open the popup menu
3. Select ATTACH TO PARENT ->
CONTACTS
COMPANIES
GROUPS
------------------------------------------------------------
[KNOWN-ISSUE]
The list does not support Roll-Over fields in more then 4 tables
------------------------------------------------------------
DESIGNER : [ADDED]
When creating a new data entry form from the controls text
are prefilled with the field names.
------------------------------------------------------------
DESIGNER : [ADDED]
[Incremental text Box]
Incremental text box noqw supported incremental generation at any time.
Previous builds only supported incremental when a new record was created.
http:www.durkincomputing.com/Help.aspx?pageid=controls_-_unique_number
------------------------------------------------------------
DESIGNER : [ADDED]
A design "DateTimePicker" control.
This control is based on the ACT Field definitions of:
Annual
Date
DateTime
Time
------------------------------------------------------------
[ADDED]
The ability to sort the math functions order. This allows the
math function to be calculated at a user-defined order like
calculate the invoice Sub total before calculating the tax then
adding the tax to the subtotal.
Also fixed the is 'Active' check box was not saving.
Math functions are recalculated by one of two conditions:
1) Any field in any formula is changed.
This is the FieldChanged trigger
2) The user click on the MATH button
------------------------------------------------------------
[ADDED]
An option when adding a new child record
The 'ACTUseCurrentContacGroupCompany' option allows two modes:
1) the current contacts, groups and/otr companies
2) The parent rows contacts, groups and/otr companies
Previous builds always used # 1 option
------------------------------------------------------------
[ADDED]
The ability to open the parent record from the child record:
On The "Edit Form"
Add the [Open Parent Record] button onto the form.
1- Edit the form using the Customize Form Designer
2- Drag and drop the "[Open parent Button]" control onto the form
3- Save changes
In the List View
Add a Parent column on the column set then:
1- Right-click on the column Header and select EDIT COLUMN from the popup menu
2- Change the TYPE dropdown to LINK
3. Click OK
------------------------------------------------------------
[CHANGED]
CANCEL CHANGES button when adding a new record will
not create a blank record in the custom table.
------------------------------------------------------------
[ADDED]
Preference to allow multiple Edit Windows.
This allows the users to go back to the ACT window and make
changes while the "Edit Custom Entity" is still open
------------------------------------------------------------
[ADDED] (The ability to display DURKIN_SYSTEM tables and Fields
By design some custom tables and fields are marked as DURKIN_SYSTEM
When the debugger is set to three thee tables and fields are
now displayed in the User Interface!
To turn the debugger to level 3 follow these steps:
1) Open the folder "C:\Program Files\ACT\Act for Windows\Plugins"
2) Launch the program "Durkin.Common.Diagnostics.exe"
3) Set the LEVEL 3 then click OK
------------------------------------------------------------
[CHANGED]
The property list only displays selected properties.
The default selected properties are listed below;
ACTField - The field in the ACT database to bind to
Anchor
BackColor
BackgroundStyle
BorderColor
BorderStyle
CharacterCasing
ClientSize
DateFormat
DecimalDigits
Dock
Enabled
Font
ForeColor
Image
ImageLocation
isEnabled
isVisible
LinkType
Location
Mask
MaxLength
Multiline
PasswordChar
PromptChar
SkipLiterals
Size
SizeMode
TabIndex
TabStop
Tag
Text - The text of the control
TextAlign - Indicates how the text should be aligned.
TextLength
Tooltip
UseCompatibleTextRendering
Visible - Determines whether the control is visible or hidden
_WordWrap
TextBoxDurkin hold these additional Properties:
TextMaskFormat - Indicates whether the string returned from the Text property includes literals and/or prompt characters
TexboxNumericDurkin and TexboxCurrencyDurkin hold these additional Properties:
AllowParentheses - Indicated whether users can enter parentheses for negative numbers
ButtonStyle - Determines which button style will be used in the control ( The default is to open the calculator )
DecimalDigits - Indicates the number of digits the user can enter, (Overwritten the the ACT Field Attribute )
FormatMask - Determines which massk for numeric data is used
FormatString - Represents the format to use in the value when editing
NullBehavior - Determines whether the control allows null values
TextAlignment - Determines how the text is aligned in the control
ValueType - Determines the type of the Value Property like {Decimal, Double, Single, Int32, Int64, ...}
DropDown Lists holds these additional Properties:
AutoCompleteMode
AutoCompleteSource
The [AttachTo List] holds these additional Properties:
ACTDisplayCompanies
ACTDisplayContacts
ACTDisplayGroups
ACTDisplayUsers
ACTUserColumns
ACTUsersStyle
------------------------------------------------------------
[CHANGED]
The list of ACT fields are now in A-Z order in the designer
------------------------------------------------------------
Controls now suppport ACT.Framework.FieldDescriptor attributes
ACT FIELD OLD CONTROLS NEW CONTROL
-AnnualEvent CalendarComboDurkin CalendarComboDurkin ( Displays DateTimePickerDurkin )
-Date CalendarComboDurkin CalendarComboDurkin "
-DateTime CalendarComboDurkin CalendarComboDurkin "
-Time CalendarComboDurkin CalendarComboDurkin "
(none) CalendarMonthDurkin ( Display the Monthly Calendar )
-YesNo CheckBoxDurkin CheckBoxDurkin ( Display a CheckBox )
xCalculated TextBoxNumericDurkin TextBoxNumericDurkin ( Display a NumericEditBox )
-Currency TextBoxCurrencyDurkin TextBoxCurrencyDurkin ( Display a NumericEditBox Format mask = Currency)
-Decimal TextBoxNumericDurkin TextBoxNumericDurkin ( Display a NumericEditBox )
-Number TextBoxNumericDurkin TextBoxNumericDurkin ( Display a NumericEditBox )
(none) NumericUpDownDurkin ( Display a numeric box with Up/Down spinner )
-Character TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
w/PickList ComboBoxDurkin ComboBoxDurkin ( Display a ComboBox with AutoComplete )
w/Limit-toList ComboBoxDurkin ComboBoxDurkin ( Display a ComboBox with AutoComplete )
w/multi-Select (none) ComboBoxDurkin ( Display a ComboBox with Multi-Select DropDown )
-InitialCaps TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
-Lowercase TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
Phone TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
-Uppercase TextBoxDurkin TextBoxDurkin ( Display a TextBox with Masking Atribute )
(none) FilePickerDurkin ( Display a TextBox with FilePicker and HyperLink )
xEmail TextBoxLinkedDurkin TextBoxLinkedDurkin ( Display a TextBox with HyperLink )
-Url TextBoxLinkedDurkin TextBoxLinkedDurkin ( Display a TextBox with HyperLink )
-Memo RichTextBoxDurkin RichTextBoxDurkin ( Display an RTF edit field )
-Picture PictureBoxDurkin PictureBoxDurkin ( Displays a picture box with [Load][Remove][Enlarge]
------------------------------------------------------------
[ADDED]
Added two options for the "Attached-To" text box control
ACTTableDisplay
The ability to re-order the Contact, Groups and or Companies.
-Order is based on any field in the table
ACTTableOrder
The ability to select between the Contact and Users
There are five selections:
-Contacts and Users ( ACT! default)
-Contacts First Then Users
-Contacts Only ( No Users )
-Users First Then Contacts
-Users Only ( No Contacts )
To change these options:
1. open the Designer window
2. Select on the "Attached-To" text box
3. On the Properties Panel you will now find:
ACTTableDisplay
ACTTableOrder
------------------------------------------------------------
[ADDED]
All TextBoxDurkin controls now support the ACT mask attributes.
------------------------------------------------------------
[ADDED]
AutoComplete or TypeAhead functionality to a drop down text box
There are three modes to this feature:
' Suggest : opens the drop down displaying suggestions
' Append : completes the rest of the character field
' SuggestAppend : does both
For controls added to forms previously of this build please
change these properties in the designer:
AutoCompleteMode "SuggestAppend" ( default setting )
AutoCompleteSource = "ListItems"
------------------------------------------------------------
[ADDED]
A design "FilePickerDurkin" control.
Use this control to link external documents in ACT!
Automatically open any word, excel or PDF documents.
This control only stores the path to an external file.
It does not copy the file into the ACT! database.
------------------------------------------------------------
[ADDED]
The ability to HyperLink to a document on the hard drive.
1) Add the "FilePickerDurkin" control toa form
2) On the column headerr right-click and select EDIT COLUMN
3) Change the drop down TYPE to LINK
4) Click OK
------------------------------------------------------------
[FIXED]
Drop down lists were being populated twice if you clicked
on Next or Back buttons.
------------------------------------------------------------
[FIXED]
When multiple rows were selected and the user right-clicked
to select "Delete Selected" only the first row was being deleted.
------------------------------------------------------------
[FIXED]
Some tabs on the contact details window were incorrect after
loading a new layout or editing the current layout.
Also some version of ACT! threw an "Object reference not set" error.
------------------------------------------------------------
[CHANGED]
The LAYOUT button at the botton left corner of the screen now
displays a popup of all available layouts.
It previously opened a "Get File Dialog" window
------------------------------------------------------------
[ADDED]
Users can now shared his/her layouts with other users and Administrators can now create
column sets for ALL USERS.
The Columns Sets (ie Layouts) are now stored in the "..\DATABASENAME Database Files\Layouts\" folder
on the server.
The were previously stored on the local hard drive in
START->MY DOCUMENTS->Durkin Computing\Durkin.UI.Toolkit\CustomViews\DATABASENAME\Column Layouts\
------------------------------------------------------------
[ADDED]
The name of the current Column Set/Layout is now displayed on the Record Navigator
toolbar located at the bottom of the list.
To turn on the Record Navigator follow these steps:
1) Click on the OPTIONS icon on the toolbat
2) Place a check mark in "SHOW RECORD NAVIGATOR"
3) Click OK
------------------------------------------------------------
FIXED
When selecting columns/fields from the "Customize Fields" window and
the user has selected fields from 3 or more parent tables all the selected
fields were not being displayed in the list on the right.
(only the current parent table fields were eing displayed)
All selected fields are now displayed.
-------------------------------------------------------------
BUILD 3.0.0.11 (11/26/2008)
-------------------------------------------------------------
------------------------------------------------------------
FIXED
The installer under Vista is now UAC aware. ( User Account Control )
Use the Required Execution Level setting to specify the minimum level required
by your installation's Setup.exe file for running the installation
(the setup launcher, any setup prerequisites, and the .msi file) on Windows Vista platforms.
Setup.exe prefers administrative privileges. Administrators must authorize it;
non-administrators run it without administrative privileges.
------------------------------------------------------------
REDESIGNED
Redesigned the About:TookitViews tab for easier access to the DefineFields,
EditForms and Edit Icons functions.
"Toolkit VIews" now called "Custom Tables"
"Toolkit Layouts" now called "Custom Forms"
------------------------------------------------------------
ADDED:
The ablity to run Macros when a form is opened.
------------------------------------------------------------
ADDED:
Two keyboard swicthes for the Toolkit. They keyboard swicthes are checked when a form is opening.
SHIFT+CONTROL allows access to the Designer button even if the option is OFF.
SHIFT+ALT will bypass any Toolkit alterations made to the form and open the native ACT! form
These bypasses are only available on the Full version of The Toolkit.
------------------------------------------------------------
CHANGED:
The toolkit was incorrectly adding a red toolkit icon to the upper
right corner of an ACT! dialog next the the [Close] buttons.
This was causing performance in stability issues and the code has been removed.
------------------------------------------------------------
FIXED
The toolbar on top of the custom table grid/list was sometimes not displaying.
------------------------------------------------------------
DESIGNER : ADDED
The HotLink Label now can be bound to an ACT Field. Clicking on this label
will navigate to the desired location. Locations can be:
WebPages "www.DurkinComputing.com"
ServerFiles "\\192.168.0.21\Durkin\ACTSupport.txt"
LocalFiles "C:\Users\jim durkin\Documents\ACTSupport.txt"
Folders "C:\Users\jim durkin\Documents\"
------------------------------------------------------------
DESIGNER : FIXED
When dragging a system field onto the designer surface label were not being automaticlly added.
------------------------------------------------------------
DESIGNER : ADDED:
An [Enlarge] button on the Picture control.
This button opens a new window that is the same size as the embedded picture.
------------------------------------------------------------
DESIGNER : ADDED
A property in the designer onto the top toolbar to Show/Hide buttons like [Print] [Math]
------------------------------------------------------------
DESIGNER : ADDED
A property in the designer onto the "List Control" to Show/Hide the [Select] button
------------------------------------------------------------
DESIGNER : CHANGED:
All properties begining with "ACT" are now supported in the layout designer.
You can still add aditional properties to track by using the OPTION menu.
------------------------------------------------------------
DESIGNER : ADDED:
[Incremental text Box]
Incremental text box noqw support Random number generation.
This will allows users on remote databases to generate
a unique number for all new records
http:www.durkincomputing.com/Help.aspx?pageid=controls_-_unique_number
-------------------------------------------------------------
BUILD 3.0.0.7
-------------------------------------------------------------
[SDK] Added SDK functions in Durkin.Common.Classes
Funtions to allow SDK developers to add a single contact/group/company
to the current SubEntityItem
AddContactToEntity(CustomSubEntityDurkin, cContact)
AddGroupToEntity(CustomSubEntityDurkin, cGroup)
AddCompanyToEntity(CustomSubEntityDurkin, cCompany
-------------------------------------------------------------
BUILD 3.0.0.6
-------------------------------------------------------------
Added a MATH button to recalcualte all math functions
This button refreshes and reapplies all math formulas.
Before this button the formulas were only recalculated when
the user changed the value in a field.
-------------------------------------------------------------
ADDED:
The Help Manual in PDF is now installed on the local hard drive.
-------------------------------------------------------------
BUILD 3.0.0.5
-------------------------------------------------------------
-------------------------------------------------------------
ADDED:
The Help Manual in PDF is now installed on the local hard drive.
-------------------------------------------------------------
ADDED:
[Incremental text Box]
Please see "Auto-Increment Field" in the on-line help
http:www.durkinaddons.com/Help.aspx
-------------------------------------------------------------
ADDED:
Custom TABS - You can now add tabs to the designer layout
1) Open a form in the DESIGNER
2) CLick on the CUSTOM CONTROLS tab at the top left side of the window
3) DRAG the entry "TabControlDurkin" onto the form
4) Click the "ADD TAB" link at the bottom of the properties list for as
many tabs as you desire.
5) To change the Tabs settings like the label follow these steps:
a- In the proerties list select TABPAGES
b- Click the elipse buton [...]
c- CLick on the ADD button at the top of the window
d- In this list you can select TEXT to change the tabs label
And yes, you can have tabs inside of tabs. Supports unlimited child tabs
-------------------------------------------------------------
ADDED:
An option to show/hide the DESIGNER TOOLBAR at the bottom of each window.
TO SET
1) go to the TOOLS menu and select DURKIN TOOLKIT
2) Click on the ACT! VIEWS tab
3) Remove the check mark from "Add the DESIGNER BUTTON at the bottom of each window"
CLick CLOSE
-------------------------------------------------------------
FIXED: An error with other ACT! Add-ons that would cause an Error in the toolkit.
"Could not load file or assembly: System.Design.dll
-------------------------------------------------------------
FIXED:
When designing an ACT form that had a TreeView control from Infralogics
the "Trial Period has expired" window would come forward
-------------------------------------------------------------
FIXED:
When generating a document using Groups or COmpanies table a field may
have been skipped if it was in the overflow table.
-------------------------------------------------------------
CHANGED:
The instaler no longer supports upgrades form the beta version.
If you are still running the beta please uninstall before
-------------------------------------------------------------
BUILD 3.0.0.4
-------------------------------------------------------------
FIXED:
When opening the Sort Order window it was not displaying the current sort order.
Fixed:
In Verb users could not scrol to the end of the fields list.
CHANGED:
The Toolkit now only uses templates with the "*.doc" extension when MS Word
is the selected word processor. To convert older ADT style templeates please
open them in MS WOrd and do a "Save As.." to the DOC format.
-------------------------------------------------------------
BUILD 3.0.0.3
-------------------------------------------------------------
-------------------------------------------------------------
FIXED:
When creating a word document from an ADT template the toolkit may
have tried to open it using Verb not Word.
-------------------------------------------------------------
ADDED: The Runtime version of the Durkin Toolkit.
For runtime version please contact a reseller from this page:
http:www.durkinaddons.com/Reseller.aspx
-------------------------------------------------------------
BUILD 3.0.0.2
-------------------------------------------------------------
-------------------------------------------------------------
ADDED: FOR DEVELOPERS ONLY
The toolkit now raies external public events. These events can be
signed up to with your own add-on. This allows 3rd party developers to
leverage existing Durkin Classes
Event CustomViewBeforeNew
Event CustomViewLoaded
Event CustomTabBeforeNew
Event CustomTabLoaded
Event CustomEntityItemBeforeNew
Event CustomEntityItemAfterNew
Event CustomEntityItemBeforeSave
Event CustomEntityItemAfterSave
Event CustomEntityItemBeforeEdit
Event CustomEntityItemAfterEdit
Event CustomEntityItemBeforeDelete
Event CustomEntityItemAfterDelete
Please contact Durkin Computing for an example project.
-------------------------------------------------------------
CHANGED:
Durkin.Word.Addin.v3.dll is now delivered and registered in "C:\Program Files\ACT\Act for
Windows\Plugins" folder.
This MS Word add-on now accesses all Durkin.Common dll in the ACT!\Plugin folder rather then from the
older "MSO folder"
-------------------------------------------------------------
FIXED:
When adding an new table attached to both the Contact and Company entities in ACT! the "attached to"
drop down was displaying it as attached to Groups' This display was incorrect and the table is
actually attached to both the COntact and Company entities. This has been fixed in build 3.0.0.2
-------------------------------------------------------------
Fixed:
When adding a Math function the field triggers in the expression were not firing. This was happening
in ACT 11 due to a empty ALIAS name in the field descriptor. This has been fixed in build 3.0.0.2
-------------------------------------------------------------
BUILD 3.0.0.1b PRODUCT RELEASE
-------------------------------------------------------------
Minor fix to the installer code. The ADXLoader DLL for MS word
was not registering under some conditions. No code change in the program were made.
-------------------------------------------------------------
BUILD 3.0.0.1 PRODUCT RELEASE
-------------------------------------------------------------