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  • Blog Post: 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...
  • 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: A Simple Editable Grid in COM API ASP

    This article covers the creation of an editable grid. By this I mean the presentation of data in a spreadsheet like structure, each row in the grid a separate record and each column a separate field. The code sample below is very simple and should only be considered a rough outline of how such a grid...
  • Blog Post: Moving files into the Library using the serverside COM API.

    A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind Order Processing". That file then has to be added to CRM. This is not the first time I have...
  • Blog Post: Creating an View/Edit Screen based on a View using the COM ASP API

    Below is a screen shot of a compound screen that populates the fields on the screen from data retrieved from a view. This page has been built using an ASP page. It has used the method CRM.FindRecord(). Syntax is CRM.FindRecord('Entity,vViewName',ArgString); This is a good way...
  • Blog Post: Adding a Button to Generate an SData feed based on Current Context using the ASP/COM API

    I have discussed before how useful SData can be. If you know the feed details then you can use SData to extract data from Sage CRM into all sorts of applications. But there is a small snag and that is we can't expect users to know that if they want to pull out the Opportunities that belong to...
  • 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: 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...
  • Blog Post: Using the COM API to Clone a Record

    There are a number of articles within this community site that discuss the requirement that some business has to clone records. This might be where a customer needs to copy an existing communication to set up a similar meeting or where an opportunity is very similar but just some details need changing...
  • Blog Post: Adding a Button that Passes Contextual Information to an External Webpage

    You can add a button In a custom ASP page In a the code of a .NET assembly In a an existing system screen Buttons in an ASP Page If this is in an ASP page then the code for a simple button to call an external ASP page looks like var strCallASPButton = CRM.Button("ASP"...
  • Blog Post: Field Level Security and Create Scripts

    The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code-free approach for administrators to define how users...
  • Blog Post: Creating a Dynamic Group in Sage CRM using the COM object TargetLists

    The COM API has an object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Below is a simple example of the object being used in an ASP page to create a Dynamic Group. You will see that I had...
  • Blog Post: Redirecting to an ASPX (ASP .NET) Page from a Classic COM ASP page

    This article follows on from an earlier article " Combining CRM WebServices and ASP.NET ". That article had discussed using the SOAP based webservices of Sage CRM within an ASP.NET page. I had mentioned that such ASPX pages can be called from Sage CRM tabs (and by extension Button Groups...
  • Blog Post: Getting Hold of User Information in Code

    If you need to control the display of screen elements like buttons in ASP pages (or even client side in the browser screens) according to the identity of the CRM users then you will obviously need to be able to access the current user id. In ASP pages you can get hold of user information by using context...
  • 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: 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: Allowing a User to Control their own language, location and other settings

    A customer had a requirement for their users to be able to control some additional preferences. In Sage CRM most user preferences are held in the usersettings table. These are the settings that control the way in which CRM information is displayed to the user and are found under the Preferences tab...
  • 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: Server Side Validation and ASP pages

    If you need to perform some server side validation within an ASP page that would use the standard CRM behaviour to highlight the field that contains the invalid data. Then the simplest approach is to use Validation Rules. These can be defined either at the level of the screen or applied to a screen within...
  • 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: 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: Integration with External Systems and the Synchronization of Application Data

    Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different approaches that can be taken by a developer...
  • Blog Post: Creating and controlling Edit Pages 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. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js" -->...