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  • 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: More Adventures with the Library

    I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library in the near future. I wanted to find out how to ensure...
  • 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: 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: AddContent() and GetPage() versus GetTabs() and Execute() in COM ASP API

    You can render a page using var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing here is that the Execute() method of the block generates the HTML that is to be returned to the page. A page generated this way...
  • 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...
  • Blog Post: How to Create a Secondary Entity for a new Custom Primary Entity

    This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...