Installation Instructions

Choose Option A or Option B for installing the addon. Option A requires LIP to be installed in the VBA at the customer, but it is highly recommended over Option B where you have to manually copy-paste text for 34 localizations and this could be very time consuming.

Info

The Package does not contain the table and field setups neccessary due to that all table and fields setups are configurable. The default config is using the table structure from a Lime Core 5.4

Option A - Installing the addon as an LIP package

  1. Install the LIP package either by running lip.Install("followup") in the Immediate Window in the VBA editor or by downloading the LIP zip file for the latest release from Lime Store and run lip.InstallFromZip.

    • This will install:
      • Localizations
      • VBA code

    Info

    When downloading the LIP package with the command lip.install("followup") it will be downloaded to the following folder:

    C:\Users\<USERNAME>\AppData\Roaming\Lundalogik\Lime\Databases\localhost.<DATABASENAME>\Temporary\packages\followup

  2. Copy the apps/followup folder from the downloaded lip package and place it in the Actionpads/apps folder.

  3. To add a button that opens Follow Up, add the following code to Actionpads/index.html:

    <button class="btn btn-primary btn-lime" data-bind="vba: 'AO_Followup.AddToPane', icon: 'fa-bullseye', text: localize.addon_followup.open_followup"></button>

  4. You can also choose to open Follow Up on startup, then open the VBA-editor and add the following code to ThisApplication.Setup:

    Call AO_Followup.AddToPane

Option B - Manually copy files

  1. Download the latest LIP zip file release from Lime Store.

  2. Copy the apps/followup folder from the downloaded lip package and place it in the Actionpads/apps folder.

  3. Copy the file AO_Followup.bas from the vba folder to the VBA Modules.

  4. Copy the following files from the vba folder to the VBA Class Modules.

    • AO_FollowupChildData.cls
    • AO_FollowupParentData.cls
    • AO_FollowupScoreTableSource.cls
    • AO_FollowupTargetMapping.cls

  5. Manually create new localizations records from the data that is in the lip.json file.

  6. To add a button that opens Follow Up, add the following code to Actionpads/index.html:

    <button class="btn btn-primary btn-lime" data-bind="vba: 'AO_Followup.AddToPane', icon: 'fa-bullseye', text: localize.addon_followup.open_followup"></button>

  7. You can also choose to open Follow Up on startup, then open the VBA-editor and add the following code to ThisApplication.Setup:

    Call AO_Followup.AddToPane