List Gadgets derive their data from 4 different types of data source
- Saved Searches
- Advanced Finds
When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created.
The default behaviour associated with the Find screen allows Saved Searches to be created straight away.
Reports, Groups and Advanced Finds are defined on views so these need to be created for the new entity if these are to be available as datasources for Custom Entities.
The article "Creating Groups on Custom Entities in Sage CRM v7.1" covers how a view can be created that will allow Reports and Groups to be used with a Custom Entity.
Note: The name of the view must follow the pattern vSearchListXXXXXX where XXXXX is the entity name. So if the actual name of the entity is Project the view needs to be vSearchListproject.
To allow a Custom Entity to be referenced in Advanced Find and therefore have those availables as a Gadget data source you need use the trick that was discussed first in the article "Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project)"
To create the project option on the Advanced Find drop down have to be added to the custom_edits metadata table.
To do this you need to go to
Administration -> Customization -> Translations
Add the translation
- Caption Code: Project
- Caption Family: AdvFindEntities
- Caption Family Type: Choices
- US Translation: Project
- UK Translation: Project