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Blog Post:
Creating your own Import Scripts using the COM API
Jeff Richards
Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct Data Interaction The COM...
on
20 Aug 2010
Blog Post:
Using the ASP COM API to create more than 2 records at once.
Jeff Richards
In an earlier article I showed how you could create a complex screen that allowed the editing multiple records in ASP. The actual example was the editing of a Company, Person and Address record all together. You can find this discussed in the article " Example of a Complex Screen editing multiple...
on
16 Oct 2008
Blog Post:
How to Build Buttons that call the Email Editor using the COM ASP API
Jeff Richards
This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
on
10 Nov 2008
Blog Post:
CRM.AddContent() & Dummy Field Trick
Jeff Richards
I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens. The way this has been added is really...
on
28 May 2010
Blog Post:
Controlling Buttons in Self Service
Jeff Richards
Self Service in Sage CRM v7.1 and earlier uses the COM API. Much of the use of the API in Self Service is very similar to the creation of ASP pages as extensions to the main user interface. I have noted in previous articles the Self Service API is actually a separate API and the usage of the blocks...
on
7 Mar 2011
Blog Post:
Objects Available in the Internal COM API
Jeff Richards
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...
on
13 Mar 2009
Blog Post:
Adding a Clone Campaign button to Sage CRM using ASP COM API
Jeff Richards
Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...
on
10 Feb 2009
Blog Post:
Coding Search Select Advanced properties in the ASP COM API
Jeff Richards
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"...
on
3 Dec 2007
Blog Post:
Linking to 3rd Party Databases
Jeff Richards
Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization -> Tables and Databases Sage CRM allows us to connect to a different database on a different...
on
31 Mar 2009
Blog Post:
Integrating Sage CRM with Indexing Services to enable full document search
Jeff Richards
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...
on
10 Jul 2009
Blog Post:
Validation of Dates
Jeff Richards
The validation of dates can be tricky. Partly this is due to jscript and partly down to the flexibility that Sage CRM provides in allowing dates to be presented. I have covered how default values dates can be controlled in the article: Populating Default Date Field Values Other Date related articles...
on
29 Dec 2008
Blog Post:
Investigating Authentication in Self Service
Jeff Richards
This article as a result of a series of questions I was asked by a customer about Self Service authentication. The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this: if (!eWare.Authenticated) { eWareLogin(); ...
on
21 Jan 2013
Blog Post:
Creating and controlling List Pages in Self Service
Jeff Richards
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...
on
5 Dec 2008
Blog Post:
Server Side Validation and ASP pages
Jeff Richards
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...
on
22 Jul 2007
Blog Post:
Action buttons on Custom Entity Find Screens
Jeff Richards
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...
on
31 Oct 2009
Blog Post:
Building Custom Jump Hyperlinks from List blocks
Jeff Richards
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...
on
23 Mar 2008
Blog Post:
Building a Simple Quick Search Page
Jeff Richards
Entities such as Case and Solution use a reference field as an alternative key. This is the 'ticket' number (case_referenceid, soln_referenceid) that is used as a public and convienent way of identifying each record. In the default demo system the fields case_referenceid and soln_referenceid...
on
5 Mar 2009
Blog Post:
Creating an View/Edit Screen based on a View using the COM ASP API
Jeff Richards
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...
on
4 Jun 2010
Blog Post:
Adding a Button to Generate an SData feed based on Current Context using the ASP/COM API
Jeff Richards
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...
on
16 Sep 2011
Blog Post:
Working with a Stored Procedure that returns a result set.
Jeff Richards
I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that it is possible to call stored procedures where ever a QueryObject can be instantiated. This could...
on
26 Feb 2009
Blog Post:
How to Create a Secondary Entity for a new Custom Primary Entity
Jeff Richards
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...
on
8 Jun 2010
Blog Post:
Some thoughts on Importing Data
Jeff Richards
I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly not unusual for a partner to occasionally need to design a custom import mechanism into...
on
31 Dec 2008
Blog Post:
Basic Code Structure of an Edit Page
Jeff Richards
We should now consider the creation of an edit screen for a Record using an ASP page. The structure is simpler. var myBlock = eWare.GetBlock('OpportunityDetailBox'); var myRecordId = eWare.GetContextInfo('Opportunity','oppo_opportunityid'); //var myRecordId = Request.QueryString...
on
18 Sep 2007
Blog Post:
Creating a PipeLineGraphic in an application extension using COM API ASP
Jeff Richards
I have discussed in a previous article how customization can be carried out on a PipeLineGraphic chart used in a system built page, for example on the Opportunity List page in the My CRM tab area. The PipeLineGraphic block is available within the COM and .NET APIs but it has not always been straight...
on
31 Dec 2007
Blog Post:
Creating Complex Screens using the COM based ASP API
Jeff Richards
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...
on
10 Feb 2009
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