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  • Blog Post: COM API objects available in Self Service

    Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it can't be invoked nor does it mean that sometimes...
  • Blog Post: Use Advanced Search Selects to create linked selection lists

    Many teams need to link selection lists so that the contents of one selection list determine the contents of another. For example Support teams love the ability when creating a case, to fill in a value for a type of support issue, and then narrow down the issue with a second set of options, and perhaps...
  • 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: 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: Coding Search Select Advanced properties in the ASP COM API

    I steal from colleagues and now I shamelessly steal from partners. This is a good example of coding the properties of a Search Select Advanced field in an ASP page. The most important thing to point out is that this shows how to use the search sql property. EditBlock=eWare.GetBlock("FulfillmentOneNewEntry"...
  • Blog Post: Almost everything you wanted to know about Search Select Advanced Fields (A round up about lookups)

    Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry screen just by typing in a few letters into searchbox, click the search select advanced icon, and...
  • Blog Post: More thoughts about look up field types

    Some time ago I wrote an article called " Sage CRM EntryTypes used in the COM ASP API " in which I listed the different EntryType codes that can be used to define fields (Entries). I explained that within an existing system you can check which EntryTypes are being used by examining the Meta...