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  • Blog Post: Uploading Documents to the Library with the ASP COM API

    In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library and associated with the custom entity. Below...
  • Blog Post: Creating a New Entity using COM API ASP

    This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and Standard include files for ASP pages The Basic Structure of an Edit Page How...
  • Blog Post: Adding a Link to the Notes table for a Custom Entity using the COM ASP API

    This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. Below you can see that I have added the Notes table to a Custom Entity (Project). There are 3 main screens that we need to cover. The idea of the List screen...
  • Blog Post: Action buttons on Custom Entity Find Screens

    Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is very nearly yes. In the code for a Project Find screen that I have presented here you should be able to see some of the items...
  • Blog Post: How can I build a multiblock edit screen?

    I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because both blocks are attempting to place an entry in the locks table to reserve editing rights...
  • Blog Post: More thoughts on adding Action buttons to Find Screens

    SyntaxHighlighter.config.clipboardSwf = '/dp.SyntaxHighlighter/Scripts/clipboard.swf'; SyntaxHighlighter.all(); I wrote an article previously that showed how the action buttons on the system search screens set a hidden value in the form. This is the "TargetAction" field. For example...
  • 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...
  • Blog Post: Creating Complex Screens using the COM based ASP API

    I have blogged previously on creating Multi block screens based on a single record. A prime example of that would be where you need to design a page for a new entity that include both a detailbox and a webpicker. I would now like to consider a Complex screen where the ASP page offers the user the...