I did not explain my requirements properly.
The stages will be setup once for any given installation. That will be done by an admistrator and the labels will never be changed by users. All users will, and must, have the same set of labels. Administrators will not have access to the Aware Configurator.
Hence your first solution is OK.
I also continue to claim that computed labels are a necessity, and would solve of all of my problems, and have saved me two days of headbanging - so far.
Please read on.
I am experiencing further problems with the first suggested approach. I created a ProgressLabels object that has 12 attributes labelled Stage01..Stage12.
I created a Process called Init_Admin with a rule, InitProgressLabels, that is called from the Administrator Visual Perspective as its initialization process.
If NOT(EXISTS ProgressLabels) Then
CREATE ProgressLabels WITH ProgressLabels.Stage01='Meet and Greet',...
That all works well.
I have a ProgressStage object with attributes StageNumber (Number), Name (PlainText) and Completed (Yes/No), and an Account attribute(reference back to the owning Account object. ProgressStage is owned by Account.
Account has a rule:
If Account.SalesProgress IS UNDEFINED Then
FIND ALL ProgressLabels
CREATE ProgressStage WITH ProgressStage.Account=Account,ProgressStage.Name=ProgressLabels.Stage01,ProgressStage.StageNumber=1....
that creates 12 ProgressStages.
Starting with no data and logging into to the admin account, I use the generic UI to create an Account object. I add a Main Prospect with a first and last name, because an Account minimally must have one.
The new Account form does not show the list of stages.
When I click the form's Create button the screen redraws but no "Account Object has been created" message is shown and the list of stages is still not shown.
If I click the Create button again the screen redraws and an "Account Object has been created" message is shown but the list of stages is still not shown.
Using the generic admin UI I get a list of accounts. The new account is in it. But if I try this after just once click on the Account form's Create button the new account is not shown in the list, presumably because it was not created.
Using the Edit button on the list of Accounts to go to the Account's form I see that the list of stages is shown, but the Completed attributes are displayed as a column of popup menus with three values: empty, Yes and No, and not as checkboxes, as expected.
I can send you my code if you want to see this.
I'd greatly prefer the simple ability to put a tag into a label field. That would solve all of these problems, from my point of view. But I realise that may not be an option, from your point of view.
I need to have the stages displayed when the Account's form is first displayed. In the short term I could live with having to click the Create button once before the stages are shown.
But we a losing heart here. My work was undertaken proof of concept that Aware could work for us, so I have been tackling all of the areas first that I thought might be problematical. This is due dilligence on our part before committing to the tools for our new product. Up to now all the problems that have arisen have either been due to my ignorance of the system, or there were workarounds that you suggested.
But spending two days trying to make this work has been frustrating.
Maybe these problems are just minor bugs that you will fix real soon, or perhaps my code is just plain wrong. I'm still hopeful.
thanks,
Terry
