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  • Blog Post: Clientside control of fields in Search screens including detection of grids and lists

    This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside because the technique was needed for the hosted...
  • Blog Post: Field Level Security and Create Scripts

    The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code-free approach for administrators to define how users...
  • Blog Post: The Sage CRM StoredProc Data Type

    In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record is created, these columns invoke a call to the a Stored procedure called: eware_default_values. This by default has the following definition...
  • Blog Post: Populating Default Date Field Values

    This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time DefaultType = 6; If DefaultType set to 14 then the field displays the Current Date/Time plus...
  • Blog Post: But I really, really need to search for the actual comp_companyid!

    Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! " This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. Note : Generally I think this is not...
  • Blog Post: The display of a photo or image in the person screen

    The idea behind this article is that you can use the normal document upload to upload a picture file into the library. That image can then be displayed on the person summary screen. You will have to change options on the libr_type top allow files of type 'image' to be uploaded. I have assumed...
  • Blog Post: Changing the EntryType for Fields in an External Table

    Within Sage CRM it is very easy to link to an external table that exists in another database. For example you may wish to link to a table such as ap_customer or ap_vendor in Sage 100cloud. How the link can be created is described in the article " Connecting to an External ODBC database ". ...
  • Blog Post: Lookup Fields that Side Step Security

    In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an Internal (Create) Script Imagine a business requirement to include in the Company Field...
  • Blog Post: Editing Word Templates and Adding in 'Check Boxes' in the merged document

    A customer had a requirement to present data from a checkbox field in a merged document in a more attractive way. I had added two fields to the person table, both of type checkbox. pers_workdividendapplies pers_workstatusconfirmed I then added the fields into the view vMailMerge...
  • Blog Post: Using the COM Graphic Object in a Create Script within Sage CRM screens

    An on Premise Sage CRM customer had the the requirement to display the Opportunity Certainty data graphically. This can be achieved using the GraphicBlock object to create a graphic that can then be displayed by the Caption property of the field. You can learn more about the graphic object in...
  • Blog Post: Building selection lists in ASP pages without reference to Meta Data

    From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen. For example if you need to construct a page that allows cloning of an entity or perhaps interaction with an external system. The CRM objects allow to you to easily build screens and entries...
  • Blog Post: Intelligent Selects

    Fields such as the user selection list (oppo_assigneduserid) are examples of a type of field known as an Intelligent Select The intelligent select in edit mode displays additional structures, a search box and a magnifying glass image. The search box associated with the intelligent select or user select...
  • Blog Post: Using Custom Content Script to Change the Properties of a Field based on Displayed Value (before Sage CRM v7.2)

    Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the display of a field like the comp_name...
  • Blog Post: Company and Person Workflow Progress with Tracking tab in CRM

    Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
  • Blog Post: Displaying an Image on a Custom Entity Page

    This article has been prompted by a forum question and builds on an earlier article I wrote called " The display of a photo or image in the person screen ". That article discussed how to provide the facility to upload an image that is then displayed on the person summary screen. But what about...
  • Blog Post: Field Level Scripting in Search Screens

    Imagine the situation where there may be a problem with allowing users to search against a entity with out putting in at least one search criterion. You may find the searching against companies too slow if people do not put in the company name for example. If we consider the CompanySearchBox used in...
  • Blog Post: Setting screen properties within a multiblock ASP page using the COM API

    This COM API trick for ASP based Application Extensions shows how you can create a screen with 2 (or more) blocks where one of the blocks remains in view mode regardless of the value of CRM.Mode. It is a very simple approach and all you have to do is get hold of the block that you wish to be read only...
  • Blog Post: Sage CRM EntryTypes used in the COM ASP API

    I have covered manually building screens, that is without using existing Screen or List meta data definitions in earlier posts. These contain example code that uses the following basic struture of code to build the fields. var customTextEntryBlock = CRM.GetBlock("Entry"); with (customTextEntryBlock...
  • Blog Post: Making E-mail templates Read-Only using Clientside code contained in Translations

    The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
  • Blog Post: Building a Search Select Advanced Field in ASP

    I have covered the EntryTypes used in CRM in an earlier article, " Sage CRM EntryTypes used in the COM ASP API ". Below is a simple example showing how to create a Search Select Advanced in an ASP page. var myBlock = CRM.GetBlock("opportunitydetailbox"); var personidBlock = CRM...
  • Blog Post: Adding Fields, Deleting Fields, Views, vSentinel and SQL Errors

    Sage CRM provides the system administrator with easy ways to add or remove fields from the system. But when you add or remove a field then you will implicity affect views which are based on those tables. And of course views may inturn be based on views. Each of these views in turn are referenced by...
  • Blog Post: How do I hide the 'Follow-up' check boxes on a New Appointment or New Task Screen Screen?

    Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this: <TABLE CLASS=VIEWBOXCAPTION><TR><TD><TD><input...
  • Blog Post: Self Service Workarounds

    If you have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in Self Service screens as they are in the main application extension ASP pages. These oddly behaving fields or entrytypes include Date, DateTime and Search Select Advanced fields...
  • Blog Post: Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
  • Blog Post: Working around Date/Time field issues in Web to Lead forms

    The feature 'Web to Lead' in Sage CRM enables you to create web pages for collecting lead information automatically. The process generates the HTML to define a web form page for entering lead details. This HTML page can be inserted into a corporate web site. The Lead details captured by the form...