Custom Button Ribbon
Posted: Wed Mar 17, 2021 6:30 pm
Hi -
Here is what we want to do:
Add a button to the order toolbar
Button click display a screen that shows the user the contact information associated with the order
Allow user to select a contact
Enter verbiage into a summary area
Press Send to send a text message to the user
So our research shows that we have to do this:
Add button to toolbar following the example in the SDK Help file topic: Cookbook\Shell Packages\How do I add custom buttons to a SoftPro Tab?
Develop a Shell Program that has a reference to the SDK for data display
On button click in the Shell Program call our custom API EndPoint that sends a text message
Couple of questions:
Does the Shell Package create an EXE that has to be installed on each users machine? OR is it a ascx file? Either way it looks like an install on each user machine?
The Shell Package development does that include a form files - how to we build a UI to display
Does the custom Shell Package needs to be recompile with each SDK version change?
What is the easiest way to implement this feature? We are a little lost and wondering if there isn't an easier way than the Shell Template.
Can the button click on the order toolbar launch a browser window with a certain URL?
Sorry for the long post any advice as always is appreciated.
Thanks
Emma
Here is what we want to do:
Add a button to the order toolbar
Button click display a screen that shows the user the contact information associated with the order
Allow user to select a contact
Enter verbiage into a summary area
Press Send to send a text message to the user
So our research shows that we have to do this:
Add button to toolbar following the example in the SDK Help file topic: Cookbook\Shell Packages\How do I add custom buttons to a SoftPro Tab?
Develop a Shell Program that has a reference to the SDK for data display
On button click in the Shell Program call our custom API EndPoint that sends a text message
Couple of questions:
Does the Shell Package create an EXE that has to be installed on each users machine? OR is it a ascx file? Either way it looks like an install on each user machine?
The Shell Package development does that include a form files - how to we build a UI to display
Does the custom Shell Package needs to be recompile with each SDK version change?
What is the easiest way to implement this feature? We are a little lost and wondering if there isn't an easier way than the Shell Template.
Can the button click on the order toolbar launch a browser window with a certain URL?
Sorry for the long post any advice as always is appreciated.
Thanks
Emma