Step 1: Creating the Form

In this step, you will create the Open Payment Summary (RS401000) custom inquiry form. To create the form, do the following:

1. On the Customization Projects (SM204505) form, click the name of your customization project.

   The Customized Screens page of the Customization Project Editor opens.

2. On the page toolbar of the Customized Screens page of the Customization Project Editor, click Create New Screen.
3. In the Create New Screen dialog box, which opens, specify the following values:
   • Screen ID: RS.40.10.00
   • Graph Name: RSSVPaymentPlanInq
   • Graph Namespace: PhoneRepairShop
   • Page Title: Open Payment Summary
   • Template: FormGrid (FormDetail)
4. Move the RSSVPaymentPlanInq graph, which has been generated, to the extension library.
   Tip:

   • Do not make any standard system actions available.
   • Do not define any data views. You will define the data view in Step 3: Defining the Data View of the Form.
5. Make sure that the RSSVWorkOrder DAC is defined in the PhoneRepairShop_Code Visual Studio project.

   Do not define any new DACs; you will define a new DAC in Step 2: Defining the DAC for the Grid View of the Form.

6. Build the project in Visual Studio.
7. Update the customization project with a new version of PhoneRepairShop_Code.dll, and publish the customization project.
8. On the Access Rights by Screen (SM201020) form, provide Delete access rights for the Open Payment Summary (RS401000) form for the Administrator and Customizer user roles.
9. Add a link to the Open Payment Summary form to the Inquiries category of the Phone Repair Shop workspace, and make it available in the quick menu.
10. In the Customization Project Editor, do the following:
    • Include access rights for the Open Payment Summary form in the customization project
    • Update the SiteMapNode item for the Open Payment Summary form