A round up of essential articles on setting up and using Table and Entity Level Scripts

Table and Entity Level Scripts can be thought of as a bit like SQL triggers. They allow a developer to create scripts that are run when certain database interactions take place. They are defined as javascript and stored in meta data. The scripts are then executed when a record is inserted, updated, or deleted on a specified table in CRM.

Below are different articles that have been written over time which cover creating these scripts.

Objects available in Table and Entity level scripts

• Objects Available in the Internal COM API
• CurrentUser object in Serverside Code
• The Values() collection
• More about the Values and FormValues collections

Designing Code for re-use across Table and Entity Level Scripts

• Function library for tablescripts

Typical Table Level Tasks

• How do I automatically create a reminder task for a user when an opportunity is inserted?
• Sending an Email from a Table Level Script
• Conditionally send e-mail on entity creation
• Collecting Information from Checkboxes in TableLevel Scripts
• Handling the Data in Multi Select fields in Validate Rules and Table Level Scripts
• Using a Table Level Script to Track Changes to Data Made by Users.
• Setting or Updating Date Fields using a Table Level Script
• How can I get the SID in Serverside scripting?
• Using Hidden fields to detect which System Action triggered a Table Level Script.

Cascading a change through the system

• A Table Level Script to update Opportunities when a Company is Reassigned
• Taking a Snapshot of Currency Exchange Values

Dynamically setting and changing data in an insert or update

• An example of a Table Level Script showing update of data not submitted from browser
• Correcting inbound data using Table Level scripts and Values() collection
• Using a TableLevel script to Update Submitted Values

Using Table Level scripts in the context of Administration

• A Trick to Identify in Code which User has been Changed in the User Administration Screens

Debugging and troublshooting scripts

• How do you know if your Table Level Scripts are being executed?
• TableLevel Scripts and SQL TimeOuts
• Interacting Table Level Scripts: A Chain Reaction
• Adding Additional Custom Logs to Sage CRM
• Write to the CRM logs in a server-side script

Entity Level scripts with Rollback

• Validating Phone Numbers and Email Addresses