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  • Blog Post: Building a Workflow Map Diagram that Shows Progress through Workflow

    Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...
  • Blog Post: Using ASP Pages in Workflow

    Sage CRM has a very powerful internal workflow engine. Workflow may control the processing of data from the initial insertion of the record through to its final state. The user driven aspect of workflow is created from a mixture of workflow rules and states . The states represent the arbitrary resting...
  • Blog Post: Invoking Workflow from Self Service and Web Service (SOAP) Based Applications

    One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs. Self Service and Workflow Self Service uses the COM API and is designed for use in ASP pages....
  • Blog Post: Creating and Controlling an Insert Page in Self Service

    Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js"...
  • Blog Post: Controlling workflow state in ASP

    This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was in an ASP page is called from a rule associated with the communication entity. The button would appear on the communication screen...
  • Blog Post: Objects Available in the Internal COM API

    The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions. The are sometimes...
  • Blog Post: A Universal "Go Back" button in Workflow

    The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again and again. But what if we need to have a workflow...
  • Blog Post: Calling Workflow in an ASP Summary Page

    This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records. Below you can see that I have created a partial rebuild of the company summary screen. Since this example is based on the Company Summary screen there are a few steps that must...