We're on CRM 2007 and would like to add few custom fields in overview page. These custom fileds would display calculated numeric values, checkbox or status during runtime of overview page. In other words we don't need to add these custom fields to database tables using EEWB, but still display values in fields based on some logic.
For instance, if a customer has payment arrangement made for his/her bill then the call center agents would like to see a flag on checkbox (i.e. "Payment Arrangement = 'X') in overview page. Also note that payment arrangement details can be viewed on 'Payment' workcentre but contact centre agents would like to see a flag on overview page to avoid navigation and save time. Similarly, there are some other data in other work centres for which they would also like to see status or flag set or numeric total value.
I'm familiar with the steps for adding custom fields to tables/structures using EEWB and then displaying them in CRM webclient views but this requirement is a bit different. So, any suggestion for best approach and the best place to code logic would be much appreciated.
If you want to see some calculation values based on other data in some separate field then you can achieve that by creating a value attribute and in the get_method of that attribute you can write your calculation coding, no need of any table changes.
For some flag value to be shown on the view means it should fetch data from somewhere, if that flag is mentioned in some other view where you don't want to navigate then you can refer that data in your own view using a new model attribute for that particular BOL and use in your workcenter view.