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  • Blog Post: Building List screens with FilterBoxes

    Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to create a screen with filterbox like behaviour. The type of Screen I am aiming at is shown here. This...
  • Blog Post: Creating a simple ASP List Page that Displays Data from an external Database using an ODBC driver

    This article is part of a series that discusses how you can link to an external database and list, search and view data from a table in that external system. I have used Sage ERP MAS 90 as my example database. The techniques discussed here can be used within implementations of the Extended Enterpise...
  • Blog Post: Basic Code Structure of a List Page

    The image below shows a new custom page that has been added into the context of the Company in Sage CRM. The list displays Quotes that have been sent to the Company. The basic structure of a list page script looks like this: <!-- #include file ="../sagecrm.js"--> <% var...
  • Blog Post: Manage Escalations

    A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...
  • Blog Post: Creating and controlling List Pages in Self Service

    Below is a very simple example of a self service page displaying a list of Cases belonging to an authenticated visitor. The ASP code is found below. The code is marked in different colours and discussed in a following section. <%@CodePage=65001 Language=JavaScript %> <!-- #include...
  • Blog Post: Building Custom Jump Hyperlinks from List blocks

    Setting up a Custom Jump from a list to an ASP page is not difficult as we can see from the image below. What is not so obvious is how we can cause more than one name/value pair to be included in the QueryString of the hyperlink. In the above example the field oppo_opportunityid is being used. If we...
  • Blog Post: Controlling List Size in ASP Pages

    How can we override the User grid size preference for a custom list on ASP pages? You may have seen that there is a List block property called RowsPerScreen ListBlock.RowsPerScreen = 5; On the face of it, this should allow us to change the list size to what ever we need. But according to Developers...
  • Blog Post: Using Create Script in GridColumns

    In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created by the opportunitylist system action which is used in a number of contexts My CRM...
  • Blog Post: Creating an ASP Search Page that Displays Data from an external Database using an ODBC driver e.g. Sage 100 ERP, formerly known as MAS 90

    This article discusses the challenges that can be faced when building a Search page that queries an external database table through an ODBC driver. I have used for this example a connection to a Sage ERP MAS 90 table. I have assumed that you will have read the following articles Connecting to...
  • Blog Post: Displaying Multiple List Blocks using the ASP COM API

    We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks. These have been search pages or entry pages that have drawn their blocks from either the same or different entities. What we have not discussed so far is the display of multiple list blocks...
  • Blog Post: Creating an ASP Summary Page (ReadOnly) that Displays Data from an external Database using an ODBC driver e.g. Sage 100 ERP, formerly known as MAS 90

    This article provides example code for building a Summary page that displays data from an external database table through an ODBC driver. I have used for this example a connection to a Sage ERP MAS 90 table. I have assumed that you will have read the following articles Connecting to an External...
  • Blog Post: Building Lists without reference to Meta Data in the ASP COM API

    Above is a picture of a new list added into the My CRM area of Sage CRM. The code below shows how a list can be created using the ASP COM API. var intRecordId = CRM.GetContextInfo("user","user_userid"); var Arg = "oppo_assigneduserid="+intRecordId; var myBlock = CRM.GetBlock...