The enhancements to the Interactive Dashboard are creating lots of opportunities for developers to reuse and renew existing customizations.

Sage CRM v7.1 adds the ability to use Classic Content Blocks in the Interactive Dashboards for use in either the My CRM content or the Company context.

Content Blocks that have been defined as available in Dashboards

can then be added into the Interactive Dashboards through the WebSite Gadget

Content Blocks have long been a useful way of adding in additional behaviour into the Classic Dashboards.  For example ASP pages can be called from Content Blocks as discussed in the article "Calling ASP Pages from Classic Dashboard Blocks"

What you can do with a Classic Content Block in the new Interactive Dashboard is dependent on the context information available.

You can test this using a Classic Content Block containing a small Client Side script


<script type="text/jscript">document.write(document.referrer);</script>
<script type="text/jscript">document.write("<hr>");</script> 
<script type="text/jscript">document.write(document.URL);</script>

  • The document.referrer will contain the URL of the referring page.
  • The document.URL contains the URL that produced the current page.

The Gadget when used in the My CRM context and the Company Context will create a different output.


My CRM Context

http://localhost/crm//InteractiveDashboard/InteractiveDashboard.asp?SID=164017957441086&contextEntityId=-1&contextRecordId=-1&contextDashboardAction=1180&contextKeys=Key0:4_Key4:1 

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http://localhost/sdata/crmj/layout/-/$service/lp_getContentBlockContent;jsessionid=3B3614489366F5EBBC28ABE784F26BE1?id=10654&SID=164017957441086&contextEntityId=-1&contextRecordId=-1 

Company Context

http://localhost/crm//InteractiveDashboard/InteractiveDashboard.asp?SID=164017957441086&contextEntityId=5&contextRecordId=1227&contextDashboardAction=1681&contextKeys=Key0:1_Key1:1227_Key2:1780 

--------------------------------------------------------------------------------

http://localhost/sdata/crmj/layout/-/$service/lp_getContentBlockContent;jsessionid=3B3614489366F5EBBC28ABE784F26BE1?id=10654&SID=164017957441086&contextEntityId=5&contextRecordId=1227 


It is up to you how you  use this information as  both document.referer and document.URL contain the key contextual information.

Key Variables

  • id = Unique ID value of Block (custom_screenobjects) 
    • This is the primary key value for the Meta Data table custom_screenobjects that defines the block.
  • SID = Session ID (used by SOAP Web services/ASP/.NET APIs)
  • contextEntityId = Unique ID value of Table (custom_tables)
    • This is the primary key value of the Meta Data table custom_tables that identifies which table is being used.  In a default system a value of 5 would indicate that the Company table is in context.
  • contextRecordId = Unique ID of Record in Context Table
    • This is the primary key value of the record of the table in context.