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The Programmatic Refresh of Meta Data using COM ASP API
This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2) The display of the old style workflow configuration screen that governs the marketing workflow Background The existing workflow rules for the marketing tables (Campaigns, Waves and WaveItems) are actually...
9 Jun 2009
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...
3 Jul 2009
Building a Screen not bound to Meta Data using the ASP COM API
The code below demonstrates how a page like the Preferences screen can be rebuilt in Sage CRM. This particular screen may be needed to be replaced if the business wishes to offer users only a limited set of preferences that maybe controlled. In the default system the system administrator can either let...
13 Mar 2009
Building selection lists in ASP pages without reference to Meta Data
From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen. For example if you need to construct a page that allows cloning of an entity or perhaps interaction with an external system. The CRM objects allow to you to easily build screens and entries...
13 Mar 2009
The Sage CRM .NET API
The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application extensions with ASP pages. Both the .NET API and the COM ASP API use the Meta...
28 Sep 2007
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...
9 Jun 2009
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