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  • Blog Post: Using an onChange Script on a Selection list to set a value of another field

    This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty fields were removed from the opportunitystatusbox and oppo_certainty was added to the...
  • Blog Post: Example Business Rules for Text fields.

    Below are some code examples showing how Business Rules can be implemented on Text fields using the onChange and Validation script options within a screen. The examples shown are: The field may only contain letters and numbers The field may only contain uppercase or lowercase letters...
  • Blog Post: Regular Expressions in Rules

    I was just answering an email about how a consultant could create a business rule that ensures data entered by the user matches a particular pattern. The specific example was needed to confirm that the code entered into a text field was only numeric and didn't include alphabetic characters. I had...
  • Blog Post: Sage CRM v7.1: Using SData in Ajax triggered by an onChange event on a Search Select Advanced field

    Imagine you want to fetch the value of the Company SLAID field as a new case is entered. Of course you may not be in the context of the company when the new case is created and so a create script which fetches data when the screen is drawn would be no help. We would have to use some form of clientside...
  • Blog Post: Quotations in onChange Scripts

    Sage CRM uses JScript as its internal scripting language. And within JScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within strings surrounded by single quotation marks, and single...
  • Blog Post: Field Identification in Clientside code in Sage CRM screens (including Self Service and Web To Lead)

    One of the most important tricks that anyone starting to write scripts for use in Sage CRM needs to know is how fields can be very easily identified when they are written out onto the screen. The HTML snippets below are from the CompanyBoxLong screen. In View Mode [code language="html"...