GoldMine Web (GMWEB) - one or several Custom Screens are not available for selection in GoldMine Web (GMWEB) while they are available for selection in GoldMine Premium Edition (GMPE) for the user

Version 1

    Details

    GoldMine Web (GMWEB) - one or several Custom Screens are not available for selection in GoldMine Web (GMWEB) while they are available for selection in GoldMine Premium Edition (GMPE) for the user

    The following steps are only provided as a demonstration for the behavior and should not be applied on a production GoldMine system

    [STEPS TO PREPARE]
    in a demo database
    1. Log in with master rights
    2. Tools >> Configure >> Custom Screens
    3. Highlight for example the custom screen End User Screen >> Properties
    4. Enter into Tab name CONTACT2
    5. OK
    6. To make it even more visible you may also enter CONTACT2 also in other Custom Screens with the same steps (for below screenshots I named all available custom screens as CONTACT2)
    7. Close


    [STEPS TO REPRODUCE]
    in a demo database
    1. Log in to GoldMine Web
    2. Search for Art Bardtoll
    3. Open the contact record Art Bardtoll
    4. Try to open a different Custom Screens via the drop down list on Rule-Based selection
    >> RESULT: the expected custom screens like End User Screen and/or further screens are not available for selection



    verify the availability of the custom screen End User Screen (or any other available screen) within GoldMine Premium Edition (GMPE)

    1. Log in as same user into GMPE
    2. Search and browse to Art Bardtoll
    3. Navigate to the Tab Fields (if not available select from the Tab navigator on the tab area of Art Bardtoll)
    4. Right Click within the Fields tab
    >> RESULT: all expected custom screens are available for the user for selection



    Resolution

    [CAUSE]
    - GoldMine Web (GMWEB) looks for the available screens with the following query

    SELECT   [FIELDS5].[VIEWID] as [FieldScreen__view_id], [FIELDS5].[LABEL] as [FieldScreen__label], [FIELDS5].[FLDNAME] as [FieldScreen__tab_name], [FIELDS5].[RECID] as [FieldScreen__id] FROM [dbo].[FIELDS5] [FIELDS5]  WHERE ([FIELDS5].[RECTYPE] = 'C') AND (([FIELDS5].[VIEWID] LIKE '1%'  AND ([FIELDS5].[FLDNAME] <> 'CONTACT2')))

    - the GoldMine database stores the Tab Name
    for a Custom Screen in the FLDNAME and as the Tab name is set to CONTACT2 it is not recognized as a valid Custom Screen within GoldMine Web (GMWEB)

    - if this is by intention or due to a database corruption with an unknown reason, the Custom Screen's Tab Name needs to be corrected/changed by the GoldMine administrator

    [STEPS TO RESOLVE]
     

    1. Log into GoldMine Premium Edition (GMPE) with master rights

    2. Tools >> Configure >> Custom Screens

    3. Verify all Custom Screen that the Tab Name is not set to CONTACT2

    4. Change any affected Custom Screens via highlight the Custom Screen >> Properties

    5. in Tab Name where CONTACT2 appears >> this value needs to be changed or removed when no Tab is intended

    6. OK >> Close

    7. Recommended to reset IIS
    8. Log in GoldMine Web and verify that the Custom Screen is now available