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  • Blog Post: Working with 'Create Follow-Up Task' and 'Create Follow-Up Appointments' using Server Side code

    The image above shows the New Task screen. Both the New Task and New Appointment screens allow a user to Create Follow-up Communications. A customer might have a business requirement to know whether the communication a user is currently entering is actually a followup of another communication. That...
  • Blog Post: The Values() collection

    The Values() collection can be used in all serverside scripts to examine the passed in Values from a form. Create Scripts Validate Scripts Tablelevel Scripts Workflow Scripts The Values() collection must always have an argument passed to it. The Values() collection can not be examined...
  • Blog Post: Write to the CRM logs in a server-side script

    If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique for doing this using the Scripting.FileSystemObject. I'd like to share with you a very simple...
  • Blog Post: How can I get the SID in Serverside scripting?

    The SID is the session ID value. The SID may be wanted if you are building a string that represents a hyperlink that will be returned to the browser. The SID after all only is needed for a new web request, we do not actually need it within server side scripts normally as there we are already in the context...
  • Blog Post: CurrentUser object in Serverside Code

    The CurrentUser object can be used in all serverside code including Create Scripts, Validation scripts, Table Level scripts and Workflow javascript conditions. It provides information about the current user session. You can list the properties of the CurrentUser object by using this snippet of code in...
  • Blog Post: More about the Values and FormValues collections

    The Values() and FormValues() collections are serverside methods that are analogous to the ASP Request.Form() and Request.QueryString() collections. In an ASP page we can see the submitted values of the HTML form by examining the Request.Form() collection: e.g. [code language="javascript"...
  • Blog Post: Objects Available in the Internal COM API

    The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions. The are sometimes...
  • Blog Post: A Universal "Go Back" button in Workflow

    The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again and again. But what if we need to have a workflow...